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
AFWM
3801
AMJ Financial Wealth Management
Virginia
$395M +$61.6M +18% 97
OCMH
3802
Oxbow Capital Management (HK)
Hong Kong
$395M +$76.5M +24% 14
FWM
3803
Fonville Wealth Management
Virginia
$395M +$55.5M +16% 129
WAS
3804
Wealth Advisory Solutions
Indiana
$395M +$16.9M +4% 151
HIP
3805
Harrell Investment Partners
Texas
$395M +$57.4M +17% 140
EPAM
3806
Evelyn Partners Asset Management
$395M +$35.6M +10% 250
CIP
3807
Convergence Investment Partners
Florida
$394M +$33.2M +9% 291
WCM
3808
WealthBridge Capital Management
Ohio
$394M +$40.5M +11% 220
SHWM
3809
Smith & Howard Wealth Management
Georgia
$394M +$28.2M +8% 83
BCP
3810
Berkeley Capital Partners
Georgia
$394M +$30.8M +8% 186
BAG
3811
Bridgewealth Advisory Group
California
$394M +$318M +418% 124
TVAMP
3812
Tennessee Valley Asset Management Partners
Tennessee
$394M -$219M -36% 165
ACM
3813
Alight Capital Management
New York
$394M +$204M +108% 74
LWAM
3814
Legacy Wealth Asset Management
Minnesota
$393M +$31.6M +9% 363
MCS
3815
Mithaq Capital SPC
Saudi Arabia
$393M -$11.8M -3% 4
TWG
3816
The Wealth Group
Minnesota
$393M +$51.4M +15% 81
AWMG
3817
Alliance Wealth Management Group
New Jersey
$393M +$21.4M +6% 85
TCCM
3818
Timber Creek Capital Management
Massachusetts
$393M +$17.7M +5% 86
MCM
3819
Marathon Capital Management
Maryland
$393M +$17.2M +5% 177
PIM
3820
Progressive Investment Management
Oregon
$393M +$35.3M +10% 56
PTB
3821
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 80
RS
3822
Retirement Solution
Washington
$392M +$39.3M +11% 49
AIS
3823
American Investment Services
Massachusetts
$392M -$176M -31% 160
DF
3824
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 695
FVCM
3825
F&V Capital Management
Florida
$391M +$6M +2% 62