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
LWA
4176
LWS Wealth Advisors
New Jersey
$237M -$6.69M -3% 61
CFO
4177
Colony Family Offices
North Carolina
$237M -$23.9M -9% 97
PC
4178
Pecaut & Co
Iowa
$237M +$17.6M +8% 119
IAS
4179
Investment Advisory Services
Texas
$237M +$33.8M +17% 105
SAM
4180
Socorro Asset Management
Texas
$237M +$10.2M +4% 32
JAWM
4181
J. Arnold Wealth Management
Ohio
$236M +$31.7M +16% 59
WWG
4182
West Wealth Group
California
$236M +$20.4M +9% 81
RGC
4183
Redwood Grove Capital
California
$236M +$26.3M +13% 29
TBWA
4184
Three Bridge Wealth Advisors
California
$236M +$20.4M +9% 97
HS
4185
Horan Securities
United States
$236M +$41.3M +21% 777
PIC
4186
PCJ Investment Counsel
Ontario, Canada
$236M -$16.4M -6% 88
CCA
4187
Childress Capital Advisors
Texas
$236M +$8.69M +4% 94
FC
4188
Financial Consulate
Maryland
$236M -$50.8M -18% 127
BWM
4189
Biltmore Wealth Management
Arizona
$236M -$12.3M -5% 58
JIC
4190
JRM Investment Counsel
Nebraska
$236M +$7.41M +3% 22
FPF
4191
First Pacific Financial
Washington
$236M +$19.6M +9% 231
AI
4192
Auour Investments
Massachusetts
$236M 72
BP
4193
Bandera Partners
New York
$236M -$7.6M -3% 19
PCM
4194
Passive Capital Management
Maryland
$236M +$6.33M +3% 54
IAA
4195
Ironsides Asset Advisors
North Carolina
$235M +$15.5M +7% 100
DAM
4196
Deepwater Asset Management
Minnesota
$235M +$24.5M +12% 34
LHC
4197
Little House Capital
Massachusetts
$235M +$22.8M +11% 112
UFA
4198
US Financial Advisors
Massachusetts
$235M +$11M +5% 73
TAM
4199
TCP Asset Management
Ohio
$235M +$53.6M +29% 67
HKIM
4200
Hayek Kallen Investment Management
Alabama
$235M +$13.9M +6% 88