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
PIA
4576
Pinion Investment Advisors
Kansas
$290M -$164M -36% 171
EWA
4577
ERTS Wealth Advisors
Michigan
$290M -$225M -44% 85
BBNB
4578
Baker Boyer National Bank
Washington
$290M +$18.9M +7% 79
AA
4579
AF Advisors
California
$290M -$239M -45% 30
KA
4580
Kercheville Advisors
Texas
$290M +$44.4M +18% 113
HVP
4581
Hudson Value Partners
Florida
$290M +$23.4M +9% 113
SFS
4582
Stiles Financial Services
Minnesota
$290M +$29M +11% 180
LSWP
4583
Liberty Square Wealth Partners
Pennsylvania
$289M +$27.4M +10% 157
HPM
4584
Hoxton Planning & Management
West Virginia
$289M +$27.2M +10% 223
NIA
4585
NIA Impact Advisors
California
$289M +$20M +7% 105
RWA
4586
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 109
JWM
4587
Jeppson Wealth Management
California
$289M +$15.9M +6% 221
SA
4588
SAM Advisors
California
$289M +$22.2M +8% 45
SFMG
4589
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 57
DWM
4590
Darwin Wealth Management
Florida
$289M -$8.55M -3% 681
HNWA
4591
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 85
WPA
4592
WIT Partners Advisory
Singapore
$289M -$14M -5% 1
AGWCA
4593
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 1,354
PC
4594
Prevatt Capital
Bahamas
$289M -$15.1M -5% 13
IAM
4595
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 46
FCT
4596
Family Capital Trust
Massachusetts
$289M +$9.79M +4% 62
SCM
4597
Sandler Capital Management
New York
$288M -$19M -6% 172
KFA
4598
Kelleher Financial Advisors
New York
$288M +$37.2M +15% 144
BDA
4599
Borer Denton & Associates
Pennsylvania
$288M +$5.39M +2% 60
VC
4600
Veracity Capital
Georgia
$288M +$33.6M +13% 250