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
FAM
3201
Formidable Asset Management
Ohio
$200M -$17.7M -8% 145
LCP
3202
Legacy Capital Partners
Wisconsin
$199M -$2.78M -1% 122
AOWM
3203
Alpha Omega Wealth Management
Virginia
$199M -$4.77M -2% 530
AIC
3204
Aurora Investment Counsel
Georgia
$199M -$1.83M -0.9% 124
GIC
3205
GFI Investment Counsel
Ontario, Canada
$199M +$5.14M +3% 38
BFA
3206
Benedict Financial Advisors
Georgia
$199M -$8.97M -4% 106
TL
3207
TrueWealth LLC
Georgia
$198M -$14.7M -7% 988
EP
3208
Eversept Partners
New York
$198M +$48.6M +32% 67
RAG
3209
Roof Advisory Group
Pennsylvania
$198M +$22.3M +13% 37
NDSI
3210
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 165
BWM
3211
Brickley Wealth Management
California
$198M +$9.23M +5% 26
FU
3212
Fairfield University
Connecticut
$198M -$2.36M -1% 4
YEPI
3213
Yorktown Energy Partners IX
New York
$198M -$15.6M -7% 3
ECM
3214
EagleClaw Capital Management
Massachusetts
$198M -$677K -0.3% 114
HFM
3215
Hartford Financial Management
Connecticut
$198M -$6.26M -3% 369
GC
3216
Gobi Capital
California
$197M -$6.72M -3% 10
GPC
3217
Guardian Point Capital
Virginia
$197M -$52.4M -21% 18
HFBOT
3218
Home Federal Bank of Tennessee
Tennessee
$197M -$7.17M -4% 66
HPIA
3219
Hamilton Point Investment Advisors
North Carolina
$197M +$5.67M +3% 70
VW
3220
Vantage Wealth
California
$197M +$8.22M +4% 24
PTB
3221
Pioneer Trust Bank
Oregon
$197M -$7.34M -4% 73
TAM
3222
Toscafund Asset Management
United Kingdom
$197M -$10.5M -5% 6
ATFA
3223
All Terrain Financial Advisors
Minnesota
$197M +$4.37M +2% 178
BWA
3224
Burt Wealth Advisors
Maryland
$196M +$35.7M +22% 415
SHA
3225
Shelter Harbor Advisors
Connecticut
$196M +$112M +132% 31