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
NOI
4326
Newton One Investments
Delaware
$338M +$19.9M +6% 128
CIC
4327
Chase Investment Counsel
Virginia
$338M +$24.8M +8% 160
VBFP
4328
Valtinson Bruner Financial Planning
Minnesota
$338M +$18.9M +6% 166
IGM
4329
Incline Global Management
New York
$337M +$82.9M +33% 36
SWM
4330
Seaside Wealth Management
California
$337M +$22.7M +7% 63
RW
4331
Regimen Wealth
Georgia
$337M +$14.8M +5% 78
DS
4332
Dalal Street
Texas
$337M +$65.3M +24% 6
CIS
4333
Custom Index Systems
New York
$337M +$127M +61% 284
GAA
4334
Global Assets Advisory
Florida
$336M +$80.1M +31% 301
BP
4335
BWM Planning
Texas
$336M +$45.8M +16% 92
IMA
4336
Investment Management Associates
Colorado
$336M +$39.2M +13% 34
BWAM
4337
Boyd Watterson Asset Management
Ohio
$336M +$18.1M +6% 432
LWA
4338
Lifelong Wealth Advisors
Minnesota
$336M +$34.7M +12% 84
SCP
4339
Stevens Capital Partners
Nebraska
$335M +$56.1M +20% 94
MP
4340
McDonald Partners
Ohio
$335M -$81.2M -20% 259
CPIA
4341
Cornell Pochily Investment Advisors
New York
$335M +$29.3M +10% 186
BFS
4342
Bare Financial Services
Pennsylvania
$335M +$38.4M +13% 1,470
HP
4343
Hilltop Partners
Indiana
$335M +$4.02M +1% 124
GDS
4344
Gimbel Daniel Scott
$335M -$98.8M -23% 3
EW
4345
Evexia Wealth
Wisconsin
$334M +$16M +5% 82
JIC
4346
JRM Investment Counsel
Nebraska
$334M +$23M +7% 21
BL
4347
BCWM LLC
Kansas
$334M +$19M +6% 58
JF
4348
Joule Financial
Kentucky
$334M +$25.8M +8% 121
FA
4349
FDx Advisors
Illinois
$334M +$6.47M +2% 202
CMP
4350
Courage Miller Partners
Virginia
$334M +$18.1M +6% 87