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
ASW
4301
Astoria Strategic Wealth
Texas
$219M +$22.6M +12% 31
AEM
4302
ACON Equity Management
District of Columbia
$219M +$3.36M +2% 1
ROC
4303
Robertson Opportunity Capital
Texas
$219M -$16.6M -7% 30
GP
4304
Geneva Partners
Wisconsin
$219M +$25.1M +13% 101
CGFA
4305
Colton Groome Financial Advisors
North Carolina
$218M +$39.4M +22% 103
RM
4306
Rudius Management
New York
$218M +$63.4M +41% 5
BAM
4307
Bayview Asset Management
Florida
$218M -$78.7M -26% 15
PCMC
4308
Private Capital Management (Colorado)
Colorado
$218M +$29.4M +16% 136
KJWM
4309
Kiley Juergens Wealth Management
Washington
$218M +$26.7M +14% 63
KIC
4310
Keating Investment Counselors
Florida
$218M +$9.99M +5% 63
EPIM
4311
Equinox Partners Investment Management
Connecticut
$218M +$31.9M +17% 13
AWMT
4312
AAFMAA Wealth Management & Trust
North Carolina
$218M +$9.85M +5% 70
APW
4313
Acima Private Wealth
Virginia
$218M +$14.4M +7% 236
PP
4314
Professional Planning
California
$218M +$13M +6% 133
MCM
4315
Moerus Capital Management
New York
$218M -$49.5M -19% 14
S
4316
SimplyRich
California
$218M -$34.2M -14% 184
PH
4317
Pinnacle Holdings
Oklahoma
$217M +$1.39M +0.6% 229
RIM
4318
Reliant Investment Management
Tennessee
$217M +$13.1M +6% 64
LBA
4319
Lowell Blake & Associates
Massachusetts
$217M +$21.9M +11% 57
MA
4320
MONECO Advisors
Connecticut
$217M +$11.5M +6% 236
KXA
4321
KPCB XVI Associates
California
$217M -$20.4M -9% 2
ONPI
4322
Owls Nest Partners IA
Pennsylvania
$217M +$45.8M +27% 15
CCC
4323
Chelsea Counsel Company
California
$217M +$15.2M +8% 93
WC
4324
Wynnefield Capital
New York
$217M +$16.2M +8% 20
MLFP
4325
MPS Loria Financial Planners
Illinois
$217M +$2.14M +1% 626