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
EWP
3976
Engrave Wealth Partners
Texas
$214M -$11.9M -5% 60
SEEDPG
3977
S.E.E.D. Planning Group
New York
$214M -$6.96M -3% 86
BA
3978
Ballast Advisors
Minnesota
$214M -$8.54M -4% 184
BWS
3979
Buck Wealth Strategies
Colorado
$214M 57
UCMOK
3980
United Capital Management of KS
Kansas
$214M +$967K +0.5% 91
JCIA
3981
Jackson Creek Investment Advisors
Colorado
$214M -$33.8M -14% 363
TFGT
3982
TS Financial Group (TSFG)
Illinois
$214M -$19.1M -8% 1,073
PH
3983
Pinnacle Holdings
Oklahoma
$214M -$4.81M -2% 254
CNC
3984
Citizens & Northern Corp
Pennsylvania
$213M -$16.1M -7% 103
LRIA
3985
Leonard Rickey Investment Advisors
Washington
$213M -$15.3M -7% 66
IRM
3986
Income Research & Management
Massachusetts
$213M -$20.1M -9% 24
HKIM
3987
Hayek Kallen Investment Management
Alabama
$213M -$16.6M -7% 86
AC
3988
ASB Consultores
Florida
$213M -$17M -7% 191
CYG
3989
Clean Yield Group
Vermont
$213M -$27.6M -11% 502
KFI
3990
Key Financial Inc
Pennsylvania
$213M +$28M +15% 1,204
IMA
3991
Investment Management Associates
Colorado
$213M -$19.9M -9% 44
KJWM
3992
Kiley Juergens Wealth Management
Washington
$213M +$1.39M +0.7% 75
BRA
3993
Biechele Royce Advisors
Indiana
$213M -$12.5M -6% 71
AFG
3994
Allegheny Financial Group
Pennsylvania
$213M -$2.02M -0.9% 175
BWM
3995
BCS Wealth Management
Tennessee
$213M -$12.6M -6% 194
AIC
3996
Ayalon Insurance Company
Israel
$212M +$2.45M +1% 112
BHWM
3997
Bay Harbor Wealth Management
Maryland
$212M -$9.27M -4% 219
NNPTE
3998
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$212M +$47.3M +29% 25
CHJWM
3999
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212M -$6M -3% 133
KWS
4000
Keystone Wealth Services
California
$212M -$11.8M -5% 178