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
AOWM
3126
Alpha Omega Wealth Management
Virginia
$199M -$24.2M -11% 518
KIM
3127
Kestrel Investment Management
California
$199M -$48.1M -20% 50
SVC
3128
Strycker View Capital
New York
$198M +$12.7M +7% 21
SCM
3129
Southport Capital Management
Tennessee
$198M -$37.3M -16% 652
BO
3130
Bank OZK
Arkansas
$198M -$52.9M -21% 136
PVWM
3131
Point View Wealth Management
New Jersey
$198M -$26.6M -12% 280
SWP
3132
Strategic Wealth Partners
Ohio
$198M +$10.6M +6% 756
ISB
3133
Iowa State Bank
Iowa
$198M -$26.4M -12% 103
AWA
3134
Artemis Wealth Advisors
New York
$198M +$14M +8% 43
AWW
3135
Alan W. Weber
$198M -$65.4M -25% 80
NIF
3136
Nalanda India Fund
Mauritius
$198M 1
DA
3137
DSC Advisors
Illinois
$198M -$19.3M -9% 81
PRS
3138
Pinkerton Retirement Specialists
Idaho
$198M -$50.5M -20% 178
TL
3139
TrueWealth LLC
Georgia
$198M -$20.6M -9% 861
KIC
3140
Keating Investment Counselors
Florida
$198M -$34.8M -15% 68
CC
3141
Cedar Capital
Illinois
$197M -$60.4M -23% 184
APSP
3142
Asset Planning Services (Pennsylvania)
Pennsylvania
$197M -$13.1M -6% 290
P8IP
3143
Pier 88 Investment Partners
California
$197M -$32.7M -14% 113
WC
3144
Wynnefield Capital
New York
$197M -$42.6M -18% 32
CAM
3145
Covenant Asset Management
New Jersey
$197M -$7K -0% 134
HPIA
3146
Hamilton Point Investment Advisors
North Carolina
$197M -$16.8M -8% 75
MIM
3147
Montgomery Investment Management
Maryland
$197M -$46M -19% 95
JWM
3148
Janiczek Wealth Management
Colorado
$197M +$5.85M +3% 186
EI
3149
Ellevest Inc
New York
$197M 532
MGIA
3150
Matthew Goff Investment Advisor
Texas
$197M -$52.6M -21% 67