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
BWCS
4401
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 229
LAM
4402
LOM Asset Management
$345M +$17.3M +5% 282
CPIA
4403
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 189
PFA
4404
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 377
FP
4405
FFG Partners
Florida
$345M -$24M -7% 40
KFP
4406
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 48
PFG
4407
Pinnacle Financial Group
Illinois
$345M +$13.8M +4% 115
WFA
4408
Websterrogers Financial Advisors
South Carolina
$344M +$11M +3% 96
FIM
4409
Freedom Investment Management
Connecticut
$344M -$34.3M -9% 149
FWA
4410
Flagship Wealth Advisors
Massachusetts
$344M +$40.5M +13% 447
VFIC
4411
Valley Forge Investment Consultants
Pennsylvania
$344M +$1.91M +0.6% 86
IPA
4412
Investment Planning Advisors
Georgia
$343M +$25.5M +8% 99
TAM
4413
Tucker Asset Management
Colorado
$343M +$11.6M +4% 1,089
DAM
4414
Deepwater Asset Management
Minnesota
$343M +$92M +37% 52
STT
4415
Singapore Technologies Telemedia
Singapore
$343M -$37.4M -10% 1
WIP
4416
WealthCare Investment Partners
Rhode Island
$343M +$35M +11% 185
TPWA
4417
Twin Peaks Wealth Advisors
California
$343M +$50.4M +17% 196
TCOO
4418
Trust Company of Oklahoma
Oklahoma
$343M +$4.98M +1% 146
SMG
4419
Smart Money Group
Texas
$343M +$5.15M +2% 85
SHFA
4420
SS&H Financial Advisors
Michigan
$343M +$13.7M +4% 127
GLCM
4421
Greenlea Lane Capital Management
Connecticut
$343M -$309K -0.1% 8
CCG
4422
Ceeto Capital Group
Florida
$343M -$2.3M -0.7% 191
QPW
4423
Quantum Private Wealth
Florida
$342M +$272K +0.1% 182
CIM
4424
Corbyn Investment Management
Maryland
$342M +$839K +0.2% 70
CA
4425
Claar Advisors
New York
$342M +$4.31M +1% 18