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
MA
4226
MONECO Advisors
Connecticut
$206M +$24.5M +14% 226
EWM
4227
EPG Wealth Management
Georgia
$206M +$39.1M +23% 194
AMIM
4228
Aull & Monroe Investment Management
Alabama
$205M +$17.7M +9% 134
FA
4229
FC Advisory
Pennsylvania
$205M +$5.5M +3% 63
THP
4230
Tower House Partners
United Kingdom
$205M +$400K +0.2% 6
FC
4231
Full18 Capital
Connecticut
$205M -$22.7M -10% 119
NFAM
4232
North Fourth Asset Management
New Jersey
$205M -$163M -44% 142
TWA
4233
Tillar-Wenstrup Advisors
Ohio
$205M +$11.9M +6% 37
CFO
4234
Collective Family Office
Pennsylvania
$205M +$25M +14% 175
NCM
4235
Nellore Capital Management
California
$205M +$88M +75% 29
CCG
4236
Ceeto Capital Group
Florida
$205M +$6.55M +3% 147
LWM
4237
Liberty Wealth Management
California
$205M +$429K +0.2% 1,080
PP
4238
Professional Planning
California
$205M -$42.8M -17% 145
FWP
4239
Falcon Wealth Planning
California
$205M +$26.3M +15% 56
BWLSA
4240
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 26
WIC
4241
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 35
RIM
4242
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 70
AIA
4243
AIMZ Investment Advisors
California
$204M +$13.4M +7% 111
AAG
4244
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 10
WVP
4245
Worth Venture Partners
New Jersey
$204M +$79.8M +64% 148
PWM
4246
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 102
AAA
4247
Affinity Asset Advisors
New York
$204M +$41.5M +26% 86
BMCM
4248
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.63M +0.8% 105
DMBA
4249
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 4
AFS
4250
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 87