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
PTB
3826
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 80
RS
3827
Retirement Solution
Washington
$392M +$39.3M +11% 49
AIS
3828
American Investment Services
Massachusetts
$392M -$176M -31% 160
DF
3829
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 695
FVCM
3830
F&V Capital Management
Florida
$391M +$6M +2% 62
TC
3831
Tenere Capital
New York
$390M +$27M +7% 25
B
3832
BetterWealth
California
$390M +$34.1M +10% 63
CCM
3833
Carderock Capital Management
Maryland
$390M +$13M +3% 140
BF
3834
Brooklyn FI
New York
$390M +$65.9M +20% 77
MIM
3835
Martin Investment Management
Florida
$390M -$6.25M -2% 53
PEA
3836
Park Edge Advisors
Ohio
$390M +$30.8M +9% 151
CGIC
3837
Continental General Insurance Company
Texas
$390M +$101M +35% 13
CFO
3838
Collective Family Office
Pennsylvania
$389M +$19.5M +5% 164
SWG
3839
Summit Wealth Group
Vermont
$389M +$47.3M +14% 114
GPA
3840
Guidance Point Advisors
Massachusetts
$389M +$38.1M +11% 87
OWA
3841
Outlook Wealth Advisors
Texas
$389M +$29.4M +8% 285
AGP
3842
Artia Global Partners
Florida
$389M +$47.8M +14% 44
AR
3843
Apeiron RIA
Texas
$388M +$57.7M +17% 215
MG
3844
MilWealth Group
Wisconsin
$388M +$25.3M +7% 68
SFA
3845
Semmax Financial Advisors
North Carolina
$388M +$18.6M +5% 471
VAMG
3846
Voisard Asset Management Group
Michigan
$388M +$45.8M +13% 93
MAM
3847
Montanaro Asset Management
United Kingdom
$388M +$47M +14% 46
AIM
3848
AMI Investment Management
Indiana
$387M +$77.2M +25% 73
CIM
3849
Coleford Investment Management
Canada
$387M +$30.8M +9% 20
WFM
3850
Wolff Financial Management
Michigan
$387M +$26.1M +7% 102