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
AWM
4451
Accel Wealth Management
Iowa
$277M +$12.9M +5% 266
RM
4452
Redpoint Management
California
$277M -$40.9M -13% 6
ZEP
4453
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 13
MWM
4454
MGB Wealth Management
Texas
$276M -$45.8M -14% 310
IAS
4455
Investment Advisory Services
Texas
$276M -$7.2M -3% 120
3F
4456
360 Financial
Minnesota
$276M -$274K -0.1% 90
ITIM
4457
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 489
ICP
4458
Impact Capital Partners
Colorado
$276M -$5.03M -2% 274
AI
4459
Auour Investments
Massachusetts
$276M -$10M -4% 86
SFP
4460
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 114
BDFN
4461
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 171
TA
4462
TFG Advisers
Michigan
$276M -$2.31M -0.8% 212
WMR
4463
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 33
HP
4464
Hartree Partners
New York
$276M +$7.49M +3% 81
SFMG
4465
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 56
PMA
4466
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 180
GVCM
4467
Global View Capital Management
Wisconsin
$275M -$9.99M -4% 141
PFG
4468
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 99
CWA
4469
Centennial Wealth Advisory
Michigan
$275M +$20.2M +8% 153
EW
4470
Evexia Wealth
Wisconsin
$275M -$19.9M -7% 76
LCM
4471
Lunt Capital Management
Utah
$275M +$17.9M +7% 94
WIC
4472
WealthBridge Investment Counsel
Alberta, Canada
$275M +$2.27M +0.8% 47
PWM
4473
Proathlete Wealth Management
Florida
$274M +$8.85M +3% 212
JWM
4474
Jeppson Wealth Management
California
$273M -$2.52M -0.9% 214
AW
4475
Alaethes Wealth
Nevada
$273M -$6.86M -2% 117