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
SA
3801
Stewardship Advisors
Pennsylvania
$395M +$25M +7% 160
AFWM
3802
AMJ Financial Wealth Management
Virginia
$395M +$61.6M +18% 97
OCMH
3803
Oxbow Capital Management (HK)
Hong Kong
$395M +$76.5M +24% 14
FWM
3804
Fonville Wealth Management
Virginia
$395M +$55.5M +16% 129
WAS
3805
Wealth Advisory Solutions
Indiana
$395M +$16.9M +4% 151
HIP
3806
Harrell Investment Partners
Texas
$395M +$57.4M +17% 140
EPAM
3807
Evelyn Partners Asset Management
$395M +$35.6M +10% 250
CIP
3808
Convergence Investment Partners
Florida
$394M +$33.2M +9% 291
WCM
3809
WealthBridge Capital Management
Ohio
$394M +$40.5M +11% 220
SHWM
3810
Smith & Howard Wealth Management
Georgia
$394M +$28.2M +8% 83
BCP
3811
Berkeley Capital Partners
Georgia
$394M +$30.8M +8% 186
BAG
3812
Bridgewealth Advisory Group
California
$394M +$318M +418% 124
TVAMP
3813
Tennessee Valley Asset Management Partners
Tennessee
$394M -$219M -36% 165
ACM
3814
Alight Capital Management
New York
$394M +$204M +108% 74
LWAM
3815
Legacy Wealth Asset Management
Minnesota
$393M +$31.6M +9% 363
MCS
3816
Mithaq Capital SPC
Saudi Arabia
$393M -$11.8M -3% 4
TWG
3817
The Wealth Group
Minnesota
$393M +$51.4M +15% 81
AWMG
3818
Alliance Wealth Management Group
New Jersey
$393M +$21.4M +6% 85
TCCM
3819
Timber Creek Capital Management
Massachusetts
$393M +$17.7M +5% 86
MCM
3820
Marathon Capital Management
Maryland
$393M +$17.2M +5% 177
PIM
3821
Progressive Investment Management
Oregon
$393M +$35.3M +10% 56
PTB
3822
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 80
RS
3823
Retirement Solution
Washington
$392M +$39.3M +11% 49
AIS
3824
American Investment Services
Massachusetts
$392M -$176M -31% 160
DF
3825
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 695