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
MG
4201
MilWealth Group
Wisconsin
$208M +$6.24M +3% 72
AWMT
4202
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 69
BI
4203
Ballast Inc
Kentucky
$208M +$11.9M +6% 95
BOC
4204
Barbara Oil Co
Illinois
$208M +$9.05M +5% 89
PEA
4205
Pacific Edge Advisors
California
$208M +$15.6M +8% 38
WFA
4206
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 111
BCP
4207
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 140
NG
4208
NatWest Group
United Kingdom
$207M -$64.8M -24% 81
PI
4209
Pettee Investors
Connecticut
$207M +$18.4M +10% 127
TSA
4210
Tri-Star Advisors
Texas
$207M +$25.7M +14% 51
ICM
4211
Invenomic Capital Management
Massachusetts
$207M +$39.9M +24% 167
AFWM
4212
AMJ Financial Wealth Management
Virginia
$207M +$12M +6% 97
UWM
4213
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 112
HF
4214
Halpern Financial
Virginia
$207M +$14.3M +7% 285
VAS
4215
VR Advisory Services
Cayman Islands
$207M +$97M +89% 57
FRA
4216
Front Row Advisors
California
$206M +$11.3M +6% 991
PB
4217
Pinnacle Bancorp
Nebraska
$206M +$44M +27% 767
SI
4218
Shaker Investments
Ohio
$206M +$7.64M +4% 95
MWA
4219
MFA Wealth Advisors
Pennsylvania
$206M +$93.9M +84% 61
IACCGIA
4220
IDG-Accel China Capital GP II Associates
Hong Kong
$206M -$27.6M -12% 3
HW
4221
Hamilton Wealth
California
$206M +$10.8M +6% 69
WFG
4222
Wills Financial Group
Virginia
$206M +$5.23M +3% 58
IBOK
4223
Independence Bank of Kentucky
Kentucky
$206M +$12.9M +7% 392
IP
4224
Investment Partners
Ohio
$206M +$17.7M +9% 163
GGPE
4225
Golden Gate Private Equity
California
$206M -$43.3M -17% 14