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
WIS
4226
Wright Investors Service
Connecticut
$308M -$74.1M -19% 146
UWM
4227
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 145
AIM
4228
AMI Investment Management
Indiana
$308M +$12.3M +4% 72
NIA
4229
NIA Impact Advisors
California
$308M +$6.34M +2% 120
TCWM
4230
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 297
PB
4231
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 910
BFA
4232
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 313
SFWC
4233
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 149
SBLIC
4234
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 29
CW
4235
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4236
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4237
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4238
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4239
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
PB
4240
Prime Buchholz
New Hampshire
$306M 31
DAM
4241
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4242
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4243
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4244
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4245
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70
HWP
4246
Highline Wealth Partners
California
$306M +$6.92M +2% 674
WTFG
4247
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 92
CWA
4248
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 87
CA
4249
Crossingbridge Advisors
New York
$306M +$174M +133% 95
WHAM
4250
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 27