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
ACM
3776
Allred Capital Management
Texas
$183M +$18.6M +11% 833
PWMG
3777
Prestige Wealth Management Group
New Jersey
$183M +$11.9M +7% 715
BP
3778
Broadleaf Partners
Ohio
$183M +$22.6M +14% 66
MPAM
3779
Murphy Pohlad Asset Management
Minnesota
$183M +$18.7M +11% 102
JHCP
3780
Jackson Hole Capital Partners
Oklahoma
$182M +$6.27M +4% 207
CHA
3781
Cooper/Haims Advisors
New York
$182M +$18M +11% 57
SC
3782
Searle & Co
Connecticut
$182M +$12.2M +7% 142
WEO
3783
William E. Oberndorf
$182M -$3.91M -2% 8
SFA
3784
Semmax Financial Advisors
North Carolina
$181M +$14.5M +9% 314
PCR
3785
Potrero Capital Research
California
$181M +$17M +10% 53
SAMC
3786
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 100
AF
3787
Affiance Financial
Minnesota
$181M +$16.6M +10% 147
BF
3788
Blankinship & Foster
California
$181M +$13M +8% 49
BI
3789
Ballast Inc
Kentucky
$181M +$18.3M +11% 108
PWSG
3790
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 84
TWM
3791
Torch Wealth Management
Ohio
$181M +$12.1M +7% 113
OFS
3792
OneAscent Financial Services
Alabama
$181M +$158M +707% 189
BPGAM
3793
BTG Pactual Global Asset Management
Bermuda
$181M +$63.9M +55% 92
CCM
3794
Cota Capital Management
California
$181M 13
LWA
3795
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 340
AFA
3796
Arlington Financial Advisors
California
$180M +$4.61M +3% 61
TLIC
3797
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 5
OAM
3798
Oak Asset Management
California
$180M +$13.8M +8% 97
MWM
3799
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 56
RW
3800
REDW Wealth
New Mexico
$180M +$9.42M +6% 88