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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
OFO
6926
OneAscent Family Office
Alabama
$143M -$4.36M -3% 208
MFG
6927
Mustico Financial Group
New York
$143M +$13.5M +10% 49
MFG
6928
Menard Financial Group
Texas
$143M -$2.53M -2% 87
PU
6929
Petiole USA
New York
$143M -$11.3M -7% 34
EF
6930
Entrust Financial
Pennsylvania
$143M +$8.37M +6% 451
CCA
6931
Cooper Capital Advisors
California
$143M -$15.9M -10% 46
IAG
6932
Ipsen Advisor Group
Arkansas
$143M +$2.18M +2% 105
GT
6933
GreatBanc Trust
Illinois
$143M +$992K +0.7% 78
12CM
6934
11.2 Capital Management
Nevada
$143M -$29.2M -17% 1
SC
6935
Settian Capital
New York
$143M -$7.17M -5% 31
PWA
6936
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 124
SRS
6937
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 93
CA
6938
Chatterton & Associates
California
$143M +$25.9M +22% 102
BAG
6939
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 70
BRIA
6940
Balanced Rock Investment Advisors
Massachusetts
$143M +$1.85M +1% 98
AWA
6941
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 58
ALM
6942
Argosy-Lionbridge Management
New York
$143M -$15.7M -10% 18
NWM
6943
Navigate Wealth Management
Alabama
$142M 72
PC
6944
Panoramic Capital
California
$142M -$32.3M -18% 53
PSB
6945
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 421
LFA
6946
Laraway Financial Advisors
Minnesota
$142M -$11.2M -7% 133
AFA
6947
Avant Financial Advisors
Texas
$142M +$3.11M +2% 67
WCFP
6948
White & Co Financial Planning
Washington
$142M +$8.47M +6% 20
AC
6949
Avant Capital
Louisiana
$142M -$3.44M -2% 81
TA
6950
Teton Advisors
New York
$142M -$1.93M -1% 159