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
AI
4126
Auour Investments
Massachusetts
$237M +$1.49M +0.6% 73
VST
4127
Van Strum & Towne
California
$237M -$4.66M -2% 100
TA
4128
TrueWealth Advisors
Alabama
$237M -$6.63M -3% 209
AIC
4129
Ayalon Insurance Company
Israel
$237M -$2.31M -1% 89
AFS
4130
Aft Forsyth & Sober
Florida
$237M -$4.05M -2% 84
RDFA
4131
Ritter Daniher Financial Advisory
Ohio
$237M -$4.63M -2% 386
JCIA
4132
Jackson Creek Investment Advisors
Colorado
$237M -$13.3M -5% 381
RA
4133
Regis Acquisition
Colorado
$237M -$4.29M -2% 41
CIM
4134
Chiron Investment Management
New York
$237M -$120M -34% 148
IBOK
4135
Independence Bank of Kentucky
Kentucky
$237M -$9.98M -4% 520
SC
4136
Schiavi & Co
Delaware
$236M -$4.92M -2% 29
RIP
4137
RAM Investment Partners
Washington
$236M -$2.71M -1% 55
PC
4138
Permit Capital
Pennsylvania
$236M -$32.1M -12% 25
PWC
4139
PYA Waltman Capital
Tennessee
$236M +$4.02M +2% 62
EFG
4140
Everhart Financial Group
Ohio
$236M -$6.05M -3% 231
CA
4141
Centerpoint Advisors
Massachusetts
$236M -$10.7M -4% 644
OPWM
4142
Oakwell Private Wealth Management
Texas
$236M -$3.36M -1% 62
E
4143
ETFidea
New York
$236M -$9.22M -4% 106
WG
4144
Watchman Group
Texas
$235M +$33.7M +17% 77
EPDL
4145
El Puerto de Liverpool
Mexico
$235M -$87.1M -27% 1
SA
4146
Sycale Advisors
New York
$235M +$5.28M +2% 24
FCAM
4147
First Citizens Asset Management
North Carolina
$235M -$9.06M -4% 35
AWM
4148
Abound Wealth Management
Tennessee
$235M -$4.1M -2% 1,240
LJHT
4149
Laurie J. Hall Trustee
$235M -$17.1M -7% 282
TLA
4150
Tree Line Advisors
Hong Kong
$235M +$90.4M +63% 8