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
BAMG
4251
Brand Asset Management Group
Missouri
$196M -$30.1M -13% 85
CSWG
4252
Cardinal Strategic Wealth Guidance
Kentucky
$196M -$21.8M -10% 104
CA
4253
Centerpoint Advisors
Massachusetts
$196M -$22.4M -10% 460
CRWM
4254
Castle Rock Wealth Management
California
$196M -$21.3M -10% 255
LK
4255
Lumbard & Kellner
New Hampshire
$196M -$60.2M -24% 96
OWM
4256
OneAscent Wealth Management
Alabama
$196M -$4.95M -2% 235
PP
4257
Prosperity Planning
Missouri
$196M -$8.57M -4% 109
T
4258
TrueFG
Texas
$196M -$24.6M -11% 37
YEPV
4259
Yorktown Energy Partners VIII
New York
$195M -$85.4M -30% 3
RCI
4260
RS Crum Inc
California
$195M +$18.4M +10% 80
RWM
4261
Rench Wealth Management
Texas
$195M -$24.7M -11% 40
BFWA
4262
Benchmark Financial Wealth Advisors
Florida
$195M -$40.2M -17% 88
FF
4263
Fluent Financial
Texas
$195M -$48.6M -20% 70
LRIC
4264
Long Road Investment Counsel
Michigan
$195M -$27.5M -12% 73
IC
4265
Innealta Capital
Texas
$195M +$23.3M +14% 73
ATFA
4266
All Terrain Financial Advisors
Minnesota
$195M -$26.6M -12% 84
GRIM
4267
Greenhaven Road Investment Management
Connecticut
$195M -$112M -36% 65
CCC
4268
Chelsea Counsel Company
California
$195M -$32.3M -14% 110
P2P
4269
Phase 2 Partners
California
$194M +$41.3M +27% 31
OIS
4270
Okabena Investment Services
Minnesota
$194M -$42.2M -18% 201
MPA
4271
Marvin & Palmer Associates
Delaware
$194M -$27.6M -12% 35
DI
4272
DAGCO Inc
Ohio
$194M -$26.5M -12% 103
SC
4273
Shay Capital
New York
$194M -$83.9M -30% 526
WHAM
4274
Windmill Hill Asset Management
United Kingdom
$194M -$4.57M -2% 28
TAM
4275
Townsend Asset Management
North Carolina
$194M -$10.9M -5% 231