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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PIA
5501
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 5.62% 75.4% 162 27.78%
TVWM
5502
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 9.95% 132% 197 26.4%
CJFS
5503
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 2.66% 50 16%
HNWA
5504
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 4.18% 61.6% 61 8.2%
EP
5505
EPIQ Partners
Minnesota
$147M +$2.32M +2% 4.09% 44.3% 80 7.5%
VIA
5506
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 4.99% 172% 303 24.42%
IFA
5507
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 3.55% 47.6% 85 11.76%
PSFG
5508
Prairie Sky Financial Group
Illinois
$147M 8.42% 79
OFW
5509
Omnia Family Wealth
Florida
$147M +$17.2M +13% 5.89% 80.6% 70 14.29%
WPW
5510
Warther Private Wealth
Ohio
$147M +$15.8M +12% 9.54% 94.1% 73 23.29%
MM
5511
MQS Management
New York
$147M -$8.73M -6% 0.35% 6.42% 635 79.53%
FCFC
5512
First Citizens Financial Corp
Iowa
$147M 5.65% 68.1% 112
SWM
5513
Solano Wealth Management
California
$147M +$10.1M +7% 6.68% 24 4.17%
NC
5514
Naman Capital
Brazil
$147M +$25.2M +21% 25.6% 89.9% 11 0%
JKSF
5515
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 6.35% 30.8% 4 0%
CWA
5516
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 7.13% 52.3% 24 8.33%
MC
5517
Muzinich & Co
New York
$147M +$9.32M +7% 4.08% 9.67% 80 48.75%
WMRU
5518
William Marsh Rice University
Texas
$147M -$3.47M -2% 0.27% 4.44% 8 37.5%
MAM
5519
McCarthy Asset Management
California
$147M -$376K -0.3% 3.88% 37 8.11%
WFC
5520
Western Financial Corp
California
$147M +$6.29M +4% 9.83% 260% 119 15.97%
AWA
5521
Acorn Wealth Advisors
Michigan
$147M +$11.2M +8% 4.53% 53.6% 180 11.67%
GCA
5522
Genesee Capital Advisors
New York
$147M +$5.89M +4% 7.1% 101% 99 24.24%
YEPV
5523
Yorktown Energy Partners VIII
New York
$147M +$40.9M +39% 0.45% 15.2% 3 33.33%
FIM
5524
FWL Investment Management
Texas
$147M +$10.9M +8% 5.66% 165% 82 48.78%
BIA
5525
Beacon Investment Advisors
Maryland
$146M +$9.35M +7% 5.85% 96.4% 132 7.58%