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
OWMIAS
4526
One Wealth Management Investment & Advisory Services
Florida
$250M +$6.41M +3% 149
CFO
4527
Custos Family Office
Texas
$250M +$56.6M +29% 57
SRC
4528
Stone Run Capital
New York
$250M -$11.3M -4% 68
ACM
4529
Aubrey Capital Management
United Kingdom
$250M -$31.9M -11% 78
RWM
4530
Reston Wealth Management
Virginia
$250M +$3.83M +2% 54
AWM
4531
Accel Wealth Management
Iowa
$250M +$14.2M +6% 255
LCI
4532
L1 Capital International
Australia
$250M +$25M +11% 21
MC
4533
Mount Capital
United Kingdom
$250M +$12.4M +5% 18
RWM
4534
RBA Wealth Management
California
$250M +$2.79M +1% 94
JA
4535
JVL Associates
Michigan
$249M +$6.77M +3% 55
RCS
4536
Retirement Capital Strategies
California
$249M +$4.78M +2% 85
GL
4537
GHE LLC
Tennessee
$249M +$33M +15% 53
LEFP
4538
Leading Edge Financial Planning
Tennessee
$249M +$23.5M +10% 58
VW
4539
Veridan Wealth
Oregon
$249M 82
CPC
4540
Congress Park Capital
New York
$249M +$23M +10% 125
KA
4541
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 45
WOC
4542
West Oak Capital
California
$249M +$13.4M +6% 339
TPCM
4543
Two Point Capital Management
New York
$248M +$5.33M +2% 25
PWP
4544
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 144
GTAM
4545
Global Trust Asset Management
Florida
$248M +$4.66M +2% 480
NFP
4546
Narus Financial Partners
Utah
$248M +$13.8M +6% 154
BWM
4547
Brown Wealth Management
Illinois
$248M +$6.3M +3% 98
BWCS
4548
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 103
IAM
4549
Infusive Asset Management
New York
$248M -$11.6M -4% 35
JGIA
4550
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 411