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
BI
3801
Ballast Inc
Kentucky
$181M +$18.3M +11% 108
PWSG
3802
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 84
TWM
3803
Torch Wealth Management
Ohio
$181M +$12.1M +7% 113
OFS
3804
OneAscent Financial Services
Alabama
$181M +$158M +707% 189
BPGAM
3805
BTG Pactual Global Asset Management
Bermuda
$181M +$63.9M +55% 92
CCM
3806
Cota Capital Management
California
$181M 13
LWA
3807
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 340
AFA
3808
Arlington Financial Advisors
California
$180M +$4.61M +3% 61
IC
3809
Impactive Capital
New York
$180M 6
TLIC
3810
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 5
OAM
3811
Oak Asset Management
California
$180M +$13.8M +8% 97
MWM
3812
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 56
RW
3813
REDW Wealth
New Mexico
$180M +$9.42M +6% 88
TC
3814
TAP Consulting
Missouri
$179M +$10.2M +6% 111
ITIM
3815
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 119
LP
3816
Lexington Partners
New York
$179M 4
ETI
3817
Enterprise Trust & Investment
California
$179M +$16.1M +10% 206
CM
3818
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 185
BWM
3819
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 47
TWA
3820
Tillar-Wenstrup Advisors
Ohio
$179M +$6.48M +4% 53
PC
3821
Provenire Capital
Minnesota
$179M 31
SGCA
3822
Steel Grove Capital Advisors
Tennessee
$179M +$9.99M +6% 125
LCM
3823
Lafitte Capital Management
Texas
$179M +$3.41M +2% 7
MC
3824
MRJ Capital
New York
$179M +$7.57M +4% 55
SVG
3825
Sun Valley Gold
Idaho
$179M -$69.2M -28% 16