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
WTFG
4126
Wells Trecaso Financial Group
Ohio
$157M +$11.7M +8% 80
BCIM
4127
Bishop & Co Investment Management
Pennsylvania
$157M +$10.1M +7% 22
AIA
4128
Arcadia Investment Advisors
Idaho
$157M +$9.27M +6% 111
MWC
4129
MBM Wealth Consultants
Missouri
$157M +$14.8M +10% 238
NWA
4130
New World Advisors
Massachusetts
$157M +$8.81M +6% 30
GTAM
4131
Global Trust Asset Management
Florida
$156M +$13.2M +9% 407
OFCM
4132
One Fin Capital Management
California
$156M +$22.2M +17% 28
HLAM
4133
Hidden Lake Asset Management
New York
$156M +$36.6M +31% 34
SWAG
4134
Spectrum Wealth Advisory Group
California
$156M +$85.2M +120% 44
PWAP
4135
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$156M +$9.52M +7% 107
BIMC
4136
Benson Investment Management Company
Virginia
$156M +$10.9M +8% 61
ACM
4137
AREX Capital Management
New York
$156M +$56.7M +57% 12
FWM
4138
FSA Wealth Management
Massachusetts
$156M +$8.62M +6% 407
ACM
4139
Asymmetry Capital Management
California
$156M +$25M +19% 50
RWM
4140
Reston Wealth Management
Virginia
$156M +$10M +7% 44
CC
4141
Codex Capital
New York
$156M 36
RIM
4142
Reliant Investment Management
Tennessee
$156M +$18.3M +13% 63
KMWM
4143
Keudell/Morrison Wealth Management
Oregon
$155M +$34.6M +29% 153
MPW
4144
Monterey Private Wealth
California
$155M +$15.3M +11% 84
WOA
4145
Water Oak Advisors
Florida
$155M +$57.4M +59% 17
RZH
4146
Relyea Zuckerberg Hanson
Connecticut
$155M +$29.9M +24% 120
DCM
4147
Disciplina Capital Management
Tennessee
$155M +$6.42M +4% 16
BFWA
4148
Benchmark Financial Wealth Advisors
Florida
$155M +$19.2M +14% 66
KLCM
4149
KG&L Capital Management
Louisiana
$155M +$25.3M +20% 129
BAM
4150
Broadmark Asset Management
California
$155M -$28.5M -16% 4