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
WTFG
4276
Wells Trecaso Financial Group
Ohio
$324M +$24.1M +8% 93
FA
4277
FC Advisory
Pennsylvania
$324M +$28.1M +9% 115
OAJ
4278
Ogorek Anthony Joseph
New York
$324M +$19.7M +6% 727
AA
4279
Argent Advisors
Louisiana
$324M +$24.7M +8% 157
EAM
4280
Empirical Asset Management
Massachusetts
$323M +$30.1M +10% 333
OCM
4281
Once Capital Management
New York
$323M +$104M +48% 17
BFW
4282
Brady Family Wealth
Missouri
$323M +$10.3M +3% 115
PWM
4283
Palumbo Wealth Management
New York
$323M +$23.7M +8% 212
SSW
4284
Stone Summit Wealth
Florida
$323M +$27.6M +9% 145
KPWG
4285
KFA Private Wealth Group
Virginia
$323M +$37M +13% 134
RBWA
4286
RFG - Bristol Wealth Advisors
Massachusetts
$322M +$24.1M +8% 188
WHGC
4287
Wealth High Governance Capital
Brazil
$322M +$169M +111% 44
AFGI4KRSP
4288
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$322M -$21.5M -6% 1
RW
4289
Regimen Wealth
Georgia
$322M +$11M +4% 78
BWM
4290
Brown Wealth Management
Illinois
$322M +$31.2M +11% 104
BMWM
4291
Brown Miller Wealth Management
Virginia
$322M +$32.9M +11% 197
LFA
4292
Level Financial Advisors
New York
$321M +$27.2M +9% 91
PCM
4293
Passive Capital Management
Maryland
$321M +$5.61M +2% 84
GCM
4294
Gator Capital Management
Florida
$321M +$59.4M +23% 72
BPIA
4295
Broad Peak Investment Advisers
Singapore
$321M +$172M +116% 14
FWM
4296
ForthRight Wealth Management
Georgia
$321M +$21.8M +7% 71
DP
4297
Denver PWM
Colorado
$321M +$42.8M +15% 80
CL
4298
CLG LLC
California
$321M +$32.4M +11% 136
PAA
4299
Peregrine Asset Advisers
Oregon
$321M +$53.2M +20% 178
MC
4300
Muhlenkamp & Co
Pennsylvania
$320M +$14.8M +5% 27