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
AWMT
4051
AAFMAA Wealth Management & Trust
North Carolina
$207M 62
HKIM
4052
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 73
BZWA
4053
Blue Zone Wealth Advisors
California
$207M +$29.4M +17% 78
OWM
4054
Opes Wealth Management
California
$206M -$1.97M -0.9% 80
DS
4055
Dalal Street
Texas
$206M +$57.2M +38% 2
UFG
4056
United Fire Group
Iowa
$206M +$7.89M +4% 111
LRIC
4057
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 72
BCM
4058
Boltwood Capital Management
California
$206M +$26.7M +15% 144
CFS
4059
Cannon Financial Strategists
Georgia
$206M +$23.8M +13% 58
CAG
4060
Curtis Advisory Group
California
$205M +$35.8M +21% 76
TWA
4061
TCI Wealth Advisors
Arizona
$205M -$41.5M -17% 1,727
OAM
4062
Oak Asset Management
California
$205M +$16M +8% 93
WIM
4063
Wittenberg Investment Management
Massachusetts
$205M +$18.7M +10% 76
THP
4064
Tower House Partners
United Kingdom
$205M +$18.3M +10% 6
FSA
4065
Fort Sheridan Advisors
Illinois
$205M +$36.1M +21% 131
JWM
4066
Janiczek Wealth Management
Colorado
$205M +$20.4M +11% 820
PTP
4067
Platform Technology Partners
New York
$205M +$41.6M +25% 250
KIM
4068
Kestrel Investment Management
California
$205M +$31.8M +18% 47
DSN
4069
D. Scott Neal
Kentucky
$205M +$26.5M +15% 43
AFS
4070
Access Financial Services
Minnesota
$204M +$19.2M +10% 93
LWM
4071
Liberty Wealth Management
California
$204M +$34.7M +20% 1,123
KAM
4072
Knightsbridge Asset Management
California
$204M +$30.4M +17% 50
MFGP
4073
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204M +$35M +21% 56
AFS
4074
Amtrust Financial Services
New York
$204M +$96.1M +89% 110
AP
4075
AtonRa Partners
Switzerland
$204M 107