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
IAG
4326
Investment Advisory Group
Massachusetts
$288M +$29.4M +11% 176
AWC
4327
Adamsbrown Wealth Consultants
Kansas
$288M +$31.3M +12% 94
TCM
4328
Trybe Capital Management
Connecticut
$288M -$27.6M -9% 10
CPIA
4329
Cornell Pochily Investment Advisors
New York
$288M +$25M +10% 177
CA
4330
Centerpoint Advisors
Massachusetts
$288M +$10.1M +4% 500
AFGAS
4331
Allegiance Financial Group Advisory Services
Virginia
$287M +$26.1M +10% 82
LSA
4332
Lion Street Advisors
Texas
$287M +$17M +6% 282
OPW
4333
Oxler Private Wealth
New York
$287M +$16.8M +6% 87
VM
4334
VPR Management
Texas
$287M +$19.4M +7% 57
VBFP
4335
Valtinson Bruner Financial Planning
Minnesota
$287M +$34.9M +14% 141
HJIM
4336
Henry James International Management
New York
$287M +$4.35M +2% 102
HC
4337
Hendley & Co
Ohio
$287M +$8.28M +3% 57
RWI
4338
Red Wave Investments
Pennsylvania
$287M +$15.7M +6% 112
BWM
4339
Buska Wealth Management
Wisconsin
$287M +$35.8M +14% 63
VFIC
4340
Valley Forge Investment Consultants
Pennsylvania
$287M +$22.4M +8% 90
CFC
4341
Coyle Financial Counsel
Illinois
$287M +$7.05M +3% 80
GPC
4342
Greenstone Partners & Co
California
$287M +$47.2M +20% 9
MTIC
4343
Missouri Trust & Investment Company
Missouri
$287M +$21.2M +8% 413
POEH
4344
Post Oak Energy Holdings
Texas
$286M -$81.9M -22% 2
PCM
4345
Passive Capital Management
Maryland
$286M +$17.1M +6% 68
AAM
4346
Augustine Asset Management
Florida
$286M +$27.4M +11% 100
WIA
4347
Westbourne Investment Advisors
Maryland
$286M +$10.2M +4% 91
EML
4348
Eos Management LP
New York
$286M +$29.3M +11% 44
UWM
4349
USAdvisors Wealth Management
Minnesota
$286M +$1.67M +0.6% 138
SFWC
4350
Strategic Family Wealth Counselors
New Jersey
$286M +$22.8M +9% 134