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
BWAM
4401
Boyd Watterson Asset Management
Ohio
$346M +$10.6M +3% 427
NCM
4402
Neumann Capital Management
California
$346M +$4.23M +1% 105
PIA
4403
PineBridge Investments Asia
$346M 7
NL
4404
NKCFO LLC
Illinois
$346M +$13.7M +4% 125
PC
4405
Prevatt Capital
Bahamas
$346M +$51.6M +18% 12
JIC
4406
JRM Investment Counsel
Nebraska
$346M +$11.7M +3% 21
MCG
4407
McCollum Christoferson Group
New York
$346M -$3.3M -0.9% 75
KWM
4408
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 114
OPW
4409
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 92
BWCS
4410
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 229
LAM
4411
LOM Asset Management
$345M +$17.3M +5% 282
CPIA
4412
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 189
PFA
4413
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 377
FP
4414
FFG Partners
Florida
$345M -$24M -7% 40
KFP
4415
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 48
PFG
4416
Pinnacle Financial Group
Illinois
$345M +$13.8M +4% 115
WFA
4417
Websterrogers Financial Advisors
South Carolina
$344M +$11M +3% 96
FIM
4418
Freedom Investment Management
Connecticut
$344M -$34.3M -9% 149
FWA
4419
Flagship Wealth Advisors
Massachusetts
$344M +$40.5M +13% 447
VFIC
4420
Valley Forge Investment Consultants
Pennsylvania
$344M +$1.91M +0.6% 86
IPA
4421
Investment Planning Advisors
Georgia
$343M +$25.5M +8% 99
TAM
4422
Tucker Asset Management
Colorado
$343M +$11.6M +4% 1,089
DAM
4423
Deepwater Asset Management
Minnesota
$343M +$92M +37% 52
STT
4424
Singapore Technologies Telemedia
Singapore
$343M -$37.4M -10% 1
WIP
4425
WealthCare Investment Partners
Rhode Island
$343M +$35M +11% 185