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
AF
3801
Affiance Financial
Minnesota
$181M +$16.6M +10% 147
BF
3802
Blankinship & Foster
California
$181M +$13M +8% 49
BI
3803
Ballast Inc
Kentucky
$181M +$18.3M +11% 108
PWSG
3804
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 84
TWM
3805
Torch Wealth Management
Ohio
$181M +$12.1M +7% 113
OFS
3806
OneAscent Financial Services
Alabama
$181M +$158M +707% 189
BPGAM
3807
BTG Pactual Global Asset Management
Bermuda
$181M +$63.9M +55% 92
CCM
3808
Cota Capital Management
California
$181M 13
LWA
3809
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 340
AFA
3810
Arlington Financial Advisors
California
$180M +$4.61M +3% 61
IC
3811
Impactive Capital
New York
$180M 6
TLIC
3812
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 5
OAM
3813
Oak Asset Management
California
$180M +$13.8M +8% 97
MWM
3814
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 56
RW
3815
REDW Wealth
New Mexico
$180M +$9.42M +6% 88
TC
3816
TAP Consulting
Missouri
$179M +$10.2M +6% 111
ITIM
3817
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 119
LP
3818
Lexington Partners
New York
$179M 4
ETI
3819
Enterprise Trust & Investment
California
$179M +$16.1M +10% 206
CM
3820
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 185
BWM
3821
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 47
TWA
3822
Tillar-Wenstrup Advisors
Ohio
$179M +$6.48M +4% 53
PC
3823
Provenire Capital
Minnesota
$179M 31
SGCA
3824
Steel Grove Capital Advisors
Tennessee
$179M +$9.99M +6% 125
LCM
3825
Lafitte Capital Management
Texas
$179M +$3.41M +2% 7