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
AFG
3876
Allegheny Financial Group
Pennsylvania
$324M +$12.6M +4% 219
BOS
3877
Bank of Stockton
California
$324M +$22.2M +7% 129
OWA
3878
Outlook Wealth Advisors
Texas
$324M +$37.8M +13% 283
AIM
3879
Anatole Investment Management
Hong Kong
$324M -$67.6M -17% 17
WGC
3880
Watts Gwilliam & Co
Arizona
$324M 174
SHWM
3881
Smith & Howard Wealth Management
Georgia
$323M +$40.6M +14% 77
KJWM
3882
Kiley Juergens Wealth Management
Washington
$323M +$24.4M +8% 69
HFBOT
3883
Home Federal Bank of Tennessee
Tennessee
$323M +$25M +8% 79
HT
3884
HAP Trading
New York
$323M -$18M -5% 682
BCM
3885
Boltwood Capital Management
California
$323M +$20.8M +7% 172
WCM
3886
Windsor Capital Management
Arizona
$322M +$16.7M +5% 116
TP
3887
TenCore Partners
New York
$322M -$14.4M -4% 14
KPWG
3888
KFA Private Wealth Group
Virginia
$322M +$43.4M +16% 99
WFI
3889
West Family Investments
California
$322M +$27M +9% 276
HIG
3890
Herr Investment Group
Texas
$322M -$51.4M -14% 91
KS
3891
Karpas Strategies
Connecticut
$322M +$19.3M +6% 117
WWP
3892
WR Wealth Planners
Missouri
$322M +$52.8M +20% 1,181
CPG
3893
Cornerstone Planning Group
New Jersey
$322M +$18.7M +6% 1,206
BBP
3894
Banco BTG Pactual
Brazil
$321M -$120M -27% 185
OHWP
3895
Oak Harbor Wealth Partners
North Carolina
$321M +$23.3M +8% 238
RGC
3896
Redwood Grove Capital
California
$321M +$50.2M +19% 28
FI
3897
Fosun International
China
$321M -$170M -35% 49
BCFS
3898
Butensky & Cohen Financial Security
Florida
$321M +$20.1M +7% 98
CMI
3899
Clare Market Investments
Texas
$321M +$33.2M +12% 155
V
3900
VeraBank
Texas
$321M +$23.8M +8% 147