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
CPA
4226
Court Place Advisors
Maryland
$308M -$34.6M -10% 168
AFS
4227
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 81
BHWM
4228
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 194
OBGC
4229
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 143
FP
4230
Fiduciary Planning
Florida
$308M +$13.3M +5% 76
WIS
4231
Wright Investors Service
Connecticut
$308M -$74.1M -19% 146
UWM
4232
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 145
AIM
4233
AMI Investment Management
Indiana
$308M +$12.3M +4% 72
NIA
4234
NIA Impact Advisors
California
$308M +$6.34M +2% 120
TCWM
4235
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 297
PB
4236
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 910
BFA
4237
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 313
SFWC
4238
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 149
SBLIC
4239
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 29
CW
4240
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4241
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4242
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4243
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4244
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
PB
4245
Prime Buchholz
New Hampshire
$306M 31
DAM
4246
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4247
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4248
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4249
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4250
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70