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
PWS
4226
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 94
BSP
4227
Benefit Street Partners
New York
$239M -$62.7M -21% 48
KMWM
4228
Keudell/Morrison Wealth Management
Oregon
$239M -$13.8M -5% 199
BIA
4229
BHK Investment Advisors
Alabama
$239M -$14.4M -6% 63
CMU
4230
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 6
JAM
4231
Jacobs Asset Management
New York
$239M +$19.3M +9% 50
PA
4232
Paragon Advisors
Texas
$239M +$34.4M +17% 88
TDWM
4233
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 80
SCM
4234
Stamina Capital Management
New York
$239M +$12K +0% 31
PWSG
4235
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 89
CP
4236
CPV Partners
Connecticut
$239M -$6.88M -3% 7
SA
4237
Shilanski & Associates
Alaska
$238M +$3.56M +2% 140
MLFP
4238
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 87
BDA
4239
Borer Denton & Associates
Pennsylvania
$238M 53
WFG
4240
Wills Financial Group
Virginia
$238M -$14.7M -6% 75
BCM
4241
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 13
FPOC
4242
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 96
SRSA
4243
S.R. Schill & Associates
Washington
$238M -$13M -5% 80
SWMG
4244
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 35
SHWM
4245
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 72
JGIA
4246
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 357
CPA
4247
Cowen Prime Advisors
New York
$238M -$56.4M -19% 183
OIA
4248
Optimum Investment Advisors
Illinois
$237M -$19.5M -8% 920
SC
4249
Schulhoff & Co
Ohio
$237M -$5.96M -2% 126
NL
4250
Navalign LLC
California
$237M -$13.5M -5% 129