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
AFS
4226
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 81
BHWM
4227
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 194
OBGC
4228
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 143
FP
4229
Fiduciary Planning
Florida
$308M +$13.3M +5% 76
WIS
4230
Wright Investors Service
Connecticut
$308M -$74.1M -19% 146
UWM
4231
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 145
AIM
4232
AMI Investment Management
Indiana
$308M +$12.3M +4% 72
NIA
4233
NIA Impact Advisors
California
$308M +$6.34M +2% 120
TCWM
4234
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 297
PB
4235
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 910
BFA
4236
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 313
SFWC
4237
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 149
SBLIC
4238
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 29
CW
4239
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4240
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4241
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4242
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4243
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
PB
4244
Prime Buchholz
New Hampshire
$306M 31
DAM
4245
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4246
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4247
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4248
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4249
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70
HWP
4250
Highline Wealth Partners
California
$306M +$6.92M +2% 674