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
IGM
4351
Incline Global Management
New York
$337M +$82.9M +33% 36
SWM
4352
Seaside Wealth Management
California
$337M +$22.7M +7% 63
RW
4353
Regimen Wealth
Georgia
$337M +$14.8M +5% 78
DS
4354
Dalal Street
Texas
$337M +$65.3M +24% 6
CIS
4355
Custom Index Systems
New York
$337M +$127M +61% 284
GAA
4356
Global Assets Advisory
Florida
$336M +$80.1M +31% 301
BP
4357
BWM Planning
Texas
$336M +$45.8M +16% 92
IMA
4358
Investment Management Associates
Colorado
$336M +$39.2M +13% 34
BWAM
4359
Boyd Watterson Asset Management
Ohio
$336M +$18.1M +6% 432
LWA
4360
Lifelong Wealth Advisors
Minnesota
$336M +$34.7M +12% 84
SCP
4361
Stevens Capital Partners
Nebraska
$335M +$56.1M +20% 94
MP
4362
McDonald Partners
Ohio
$335M -$81.2M -20% 259
CPIA
4363
Cornell Pochily Investment Advisors
New York
$335M +$29.3M +10% 186
BFS
4364
Bare Financial Services
Pennsylvania
$335M +$38.4M +13% 1,470
HP
4365
Hilltop Partners
Indiana
$335M +$4.02M +1% 124
GDS
4366
Gimbel Daniel Scott
$335M -$98.8M -23% 3
EW
4367
Evexia Wealth
Wisconsin
$334M +$16M +5% 82
JIC
4368
JRM Investment Counsel
Nebraska
$334M +$23M +7% 21
BL
4369
BCWM LLC
Kansas
$334M +$19M +6% 58
JF
4370
Joule Financial
Kentucky
$334M +$25.8M +8% 121
FA
4371
FDx Advisors
Illinois
$334M +$6.47M +2% 202
CMP
4372
Courage Miller Partners
Virginia
$334M +$18.1M +6% 87
PAA
4373
Peregrine Asset Advisers
Oregon
$333M +$12.9M +4% 192
WSWA
4374
Warren Street Wealth Advisors
California
$333M +$31.9M +11% 155
WFA
4375
Websterrogers Financial Advisors
South Carolina
$333M +$18.9M +6% 91