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
BIA
3801
Bigelow Investment Advisors
Maine
$133M -$37.4M -22% 160
UWPG
3802
Ullmann Wealth Partners Group
Florida
$133M -$31.6M -19% 62
AAM
3803
Ameraudi Asset Management
New York
$133M +$6.75M +5% 48
TVAMP
3804
Tennessee Valley Asset Management Partners
Tennessee
$133M -$24.9M -16% 65
CWM
3805
Centric Wealth Management
Illinois
$133M +$7.15M +6% 137
SCG
3806
Sonata Capital Group
Washington
$133M -$32.7M -20% 118
OFS
3807
OneAscent Financial Services
Alabama
$133M -$48.1M -27% 209
LAM
3808
Lapides Asset Management
Connecticut
$133M -$59.1M -31% 73
BCFS
3809
Butensky & Cohen Financial Security
Florida
$133M -$42M -24% 92
BG
3810
Berry Group
Massachusetts
$133M -$52.4M -28% 128
DC
3811
DeDora Capital
California
$133M -$33.5M -20% 125
WFM
3812
Wolff Financial Management
Michigan
$132M -$18.3M -12% 86
BHWA
3813
Beacon Harbor Wealth Advisors
Virginia
$132M -$36.8M -22% 63
PCWA
3814
Pacific Capital Wealth Advisors
California
$132M -$17.6M -12% 57
MSFP
3815
Mark Sheptoff Financial Planning
Connecticut
$132M -$26.6M -17% 396
WGRM
3816
Waterton Global Resource Management
Ontario, Canada
$132M -$22.5M -15% 5
EE
3817
EWG Elevate
California
$132M -$52M -28% 87
EPCA
3818
Elizabeth Park Capital Advisors
Ohio
$132M -$123M -48% 45
OFCM
3819
One Fin Capital Management
California
$132M -$51.5M -28% 32
OWM
3820
Opes Wealth Management
California
$132M -$27.6M -17% 58
OFG
3821
Omega Financial Group
California
$132M -$20.2M -13% 65
SCM
3822
Smith Capital Management
Arkansas
$132M -$24.7M -16% 89
PWAP
3823
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$132M -$55.7M -30% 130
BDF
3824
Black Diamond Financial
Maryland
$132M -$6.31M -5% 75
WA
3825
Wealthstar Advisors
Texas
$132M -$23.8M -15% 105