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
IWP
3201
IAG Wealth Partners
Wisconsin
$378M +$18M +5% 499
CIM
3202
Contravisory Investment Management
Massachusetts
$378M +$24M +7% 388
PWA
3203
Peterson Wealth Advisors
Utah
$378M +$15.1M +4% 68
TFF
3204
The Family Firm
Maryland
$378M +$17.3M +5% 187
CNBTD
3205
Citizens National Bank Trust Department
Mississippi
$378M +$18M +5% 323
BBPWM
3206
Blue Bell Private Wealth Management
Pennsylvania
$378M +$44.3M +13% 699
WCFA
3207
Walkner Condon Financial Advisors
Wisconsin
$378M +$21M +6% 253
LSCM
3208
Light Street Capital Management
California
$377M -$32.6M -8% 29
BCMLT
3209
Beacon Capital Management LLC (Tennessee)
Tennessee
$377M +$34.7M +10% 1,059
LTI
3210
Laffer Tengler Investments
Tennessee
$377M +$7.78M +2% 422
HAM
3211
Harber Asset Management
North Carolina
$377M +$6.7M +2% 40
FGA
3212
Fortis Group Advisors
New Jersey
$377M +$45.3M +14% 143
YCM
3213
Yakira Capital Management
Connecticut
$377M -$15.6M -4% 440
FL
3214
Fourthstone LLC
Missouri
$376M +$92.1M +32% 70
WAS
3215
Wealth Advisory Solutions
Indiana
$376M -$480K -0.1% 140
HA
3216
Harfst & Associates
Wyoming
$376M +$27M +8% 105
BCM
3217
Barometer Capital Management
Ontario, Canada
$375M -$15.2M -4% 161
AI
3218
AXS Investments
New York
$374M +$71.8M +24% 485
NIC
3219
Northwest Investment Counselors
Oregon
$374M +$15.2M +4% 606
ER
3220
EVR Research
Virginia
$374M -$26.1M -7% 41
KIG
3221
Kowal Investment Group
Wisconsin
$374M +$21.1M +6% 171
FMTC
3222
Farmers & Merchants Trust Company
California
$374M +$13M +4% 186
RIS
3223
Retirement Income Solutions
Michigan
$374M +$30.7M +9% 143
BA
3224
BCM Advisors
Louisiana
$373M +$3.61M +1% 63
AAM
3225
AR Asset Management
California
$373M +$1.15M +0.3% 114