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
BFC
4151
Bedel Financial Consulting
Indiana
$111M 132
ACM
4152
AUA Capital Management
Pennsylvania
$111M +$2.31M +2% 211
KJWM
4153
Kiley Juergens Wealth Management
Washington
$111M 719
WA1
4154
Wimmer Associates 1
California
$111M +$2.55M +2% 108
PM
4155
Penbrook Management
New York
$111M 105
BWM
4156
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 40
CC
4157
Cassaday & Co
Virginia
$111M +$15.3M +16% 36
BMC
4158
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 116
SMP
4159
Santa Monica Partners
Florida
$111M 30
SWM
4160
Sequoia Wealth Management
Illinois
$111M 58
HS
4161
Horan Securities
United States
$111M +$9M +9% 216
PWA
4162
Peterson Wealth Advisors
Utah
$111M 45
AIA
4163
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 156
FLI
4164
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 103
OKSA
4165
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 49
SNBOSCI
4166
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 87
DIS
4167
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 46
CAAS
4168
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 117
TODC
4169
Trustees of Dartmouth College
New Hampshire
$110M 26
AAM
4170
Ascension Asset Management
New York
$110M 74
SWM
4171
Sanctuary Wealth Management
Idaho
$110M 19
SST
4172
S Squared Technology
New York
$110M -$8.65M -7% 46
RMSCM
4173
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 52
AWA
4174
Acorn Wealth Advisors
Michigan
$110M 807
MPPLM
4175
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M 364