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
FLA
4076
Financial Life Advisors
Texas
$239M +$6.85M +3% 56
AIM
4077
AMI Investment Management
Indiana
$239M -$13.7M -5% 77
TWM
4078
TMD Wealth Management
Arizona
$239M +$9.65M +4% 43
ONPI
4079
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 15
SCM
4080
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 277
LRIA
4081
Leonard Rickey Investment Advisors
Washington
$238M +$6.91M +3% 74
SM
4082
Soapstone Management
Maryland
$238M -$11.2M -4% 21
CA
4083
Claro Advisors
Massachusetts
$238M +$15.6M +7% 267
FA
4084
Friess Associates
Delaware
$238M -$27.3M -10% 115
MFGP
4085
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 60
NIM
4086
Nicollet Investment Management
Minnesota
$238M -$8.06M -3% 68
1C
4087
1623 Capital
Virginia
$237M -$4.98M -2% 78
BI
4088
Ballast Inc
Kentucky
$237M +$74K +0% 96
RFWA
4089
RPg Family Wealth Advisory
Massachusetts
$237M -$9.62M -4% 289
PWP
4090
Personal Wealth Partners
Minnesota
$237M -$10.6M -4% 438
OIA
4091
Optimum Investment Advisors
Illinois
$237M -$83.4M -26% 948
BHWM
4092
Bay Harbor Wealth Management
Maryland
$237M +$2.33M +1% 220
FRA
4093
Front Row Advisors
California
$237M -$6.79M -3% 977
PFSC
4094
Peoples Financial Services Corp
Pennsylvania
$237M -$1.81M -0.8% 294
MUAMU
4095
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$237M +$5.3M +2% 92
DSN
4096
D. Scott Neal
Kentucky
$237M +$16.1M +7% 54
AWM
4097
Aries Wealth Management
Maine
$236M +$2.61M +1% 185
NL
4098
Navalign LLC
California
$236M +$87K +0% 122
WH
4099
Whitcomb & Hess
Ohio
$236M +$4.07M +2% 30
RM
4100
Rudius Management
New York
$236M +$17.5M +8% 5