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
WKWM
4151
Walter & Keenan Wealth Management
Indiana
$361M +$16.4M +5% 160
CFA
4152
CWS Financial Advisors
Michigan
$360M +$16.6M +5% 144
FC
4153
FCA Corp
Texas
$360M +$26.1M +8% 198
EAM
4154
Empirical Asset Management
Massachusetts
$360M +$36.6M +11% 402
PC
4155
PhiloSmith Capital
Connecticut
$360M +$281K +0.1% 23
ONPI
4156
Owls Nest Partners IA
Pennsylvania
$360M -$62.5M -15% 19
BCCM
4157
Bridge Creek Capital Management
Massachusetts
$360M +$19.2M +6% 117
PIC
4158
PCJ Investment Counsel
Ontario, Canada
$359M +$66.7M +23% 74
OWA
4159
Opal Wealth Advisors
New York
$359M -$1.07M -0.3% 573
CWA
4160
Centennial Wealth Advisory
Michigan
$359M +$44.9M +14% 161
EC
4161
EdgeRock Capital
Colorado
$359M +$43.1M +14% 126
BCFS
4162
Butensky & Cohen Financial Security
Florida
$359M +$22.7M +7% 97
BAM
4163
BLKBRD Asset Management
Connecticut
$359M +$181M +102% 32
PWP
4164
Prasad Wealth Partners
Ohio
$359M +$17.2M +5% 146
WIA
4165
Westbourne Investment Advisors
Maryland
$359M +$29.1M +9% 121
BPIA
4166
Broad Peak Investment Advisers
Singapore
$359M +$37.7M +12% 20
SPWM
4167
Straight Path Wealth Management
Michigan
$358M +$63.9M +22% 133
VIP
4168
Vista Investment Partners
Oklahoma
$358M +$11.4M +3% 165
MKC
4169
M. Kraus & Co
Vermont
$358M +$17.5M +5% 84
UB
4170
Umpqua Bank
Oregon
$358M +$29.5M +9% 169
SBF
4171
Sara-Bay Financial
Florida
$358M +$78.3M +28% 89
AIM
4172
Aikya Investment Management
United Kingdom
$357M +$23.7M +7% 4
RWM
4173
Ruedi Wealth Management
Illinois
$357M +$20.1M +6% 55
EFA
4174
Evernest Financial Advisors
Indiana
$357M +$47.9M +15% 197
WAM
4175
Warberg Asset Management
Illinois
$357M -$51.1M -13% 246