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
WC
4126
Winmill & Co
New York
$309M +$11.8M +4% 57
CFA
4127
CWS Financial Advisors
Michigan
$309M +$26.6M +9% 133
IIA
4128
Integral Investment Advisors
California
$309M +$10.2M +3% 161
AFGAS
4129
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 119
FIBT
4130
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 75
LPP
4131
Long Path Partners
Connecticut
$309M +$313K +0.1% 12
CPA
4132
Court Place Advisors
Maryland
$308M -$34.6M -10% 168
AFS
4133
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 81
BHWM
4134
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 194
OBGC
4135
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 143
FP
4136
Fiduciary Planning
Florida
$308M +$13.3M +5% 76
WIS
4137
Wright Investors Service
Connecticut
$308M -$74.1M -19% 146
UWM
4138
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 145
AIM
4139
AMI Investment Management
Indiana
$308M +$12.3M +4% 72
NIA
4140
NIA Impact Advisors
California
$308M +$6.34M +2% 120
TCWM
4141
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 297
PB
4142
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 910
BFA
4143
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 313
SFWC
4144
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 149
SBLIC
4145
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 29
CW
4146
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4147
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4148
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4149
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4150
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152