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
BWM
4176
BCS Wealth Management
Tennessee
$211M +$18.1M +9% 163
TWM
4177
TMD Wealth Management
Arizona
$210M +$32M +18% 45
HAFS
4178
Hapanowicz & Associates Financial Services
Pennsylvania
$210M +$17.3M +9% 38
NCM
4179
Neumann Capital Management
California
$210M +$12.2M +6% 82
PHAM
4180
Palisades Hudson Asset Management
Florida
$210M +$17M +9% 112
AWM
4181
Atticus Wealth Management
Florida
$210M +$11.3M +6% 372
CW
4182
Cabot-Wellington
Massachusetts
$210M +$13.2M +7% 17
FLI
4183
Family Legacy Inc
South Carolina
$210M +$15.9M +8% 120
CCM
4184
Crestwood Capital Management
New York
$209M -$1.82M -0.9% 24
ACM
4185
Aljian Capital Management
Nevada
$209M +$12M +6% 60
ATFA
4186
All Terrain Financial Advisors
Minnesota
$209M -$30.8M -13% 92
PCFFS
4187
Pacific Center for Financial Services
California
$209M -$61.1M -23% 352
OHSU
4188
Oregon Health & Science University
Oregon
$209M +$54.3M +35% 1
VAG
4189
VisionPoint Advisory Group
Texas
$209M +$10.3M +5% 148
HCA
4190
Horan Capital Advisors
Ohio
$209M +$15.3M +8% 88
TW
4191
Towerpoint Wealth
California
$208M +$8.55M +4% 78
SWIG
4192
Strategic Wealth Investment Group
Kentucky
$208M +$37.8M +22% 87
CPIA
4193
Cornell Pochily Investment Advisors
New York
$208M +$458K +0.2% 154
SCG
4194
Sonata Capital Group
Washington
$208M +$6.12M +3% 133
KIC
4195
Keating Investment Counselors
Florida
$208M +$8.35M +4% 60
PM
4196
Parametrica Management
Hong Kong
$208M +$45.9M +28% 253
MG
4197
MilWealth Group
Wisconsin
$208M +$6.24M +3% 72
AWMT
4198
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 69
BI
4199
Ballast Inc
Kentucky
$208M +$11.9M +6% 95
BOC
4200
Barbara Oil Co
Illinois
$208M +$9.05M +5% 89