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
RAM
4576
RJA Asset Management
Connecticut
$290M -$33.7M -10% 4
CW
4577
Cabot-Wellington
Massachusetts
$290M +$18.9M +7% 5
BP
4578
BWM Planning
Texas
$290M +$53.9M +23% 85
MIM
4579
Moseley Investment Management
Florida
$290M +$34.5M +13% 166
PIA
4580
Pinion Investment Advisors
Kansas
$290M -$164M -36% 171
EWA
4581
ERTS Wealth Advisors
Michigan
$290M -$225M -44% 85
BBNB
4582
Baker Boyer National Bank
Washington
$290M +$18.9M +7% 79
AA
4583
AF Advisors
California
$290M -$239M -45% 30
KA
4584
Kercheville Advisors
Texas
$290M +$44.4M +18% 113
HVP
4585
Hudson Value Partners
Florida
$290M +$23.4M +9% 113
SFS
4586
Stiles Financial Services
Minnesota
$290M +$29M +11% 180
LSWP
4587
Liberty Square Wealth Partners
Pennsylvania
$289M +$27.4M +10% 157
HPM
4588
Hoxton Planning & Management
West Virginia
$289M +$27.2M +10% 223
NIA
4589
NIA Impact Advisors
California
$289M +$20M +7% 105
RWA
4590
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 109
JWM
4591
Jeppson Wealth Management
California
$289M +$15.9M +6% 221
SA
4592
SAM Advisors
California
$289M +$22.2M +8% 45
SFMG
4593
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 57
DWM
4594
Darwin Wealth Management
Florida
$289M -$8.55M -3% 681
HNWA
4595
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 85
WPA
4596
WIT Partners Advisory
Singapore
$289M -$14M -5% 1
AGWCA
4597
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 1,354
PC
4598
Prevatt Capital
Bahamas
$289M -$15.1M -5% 13
IAM
4599
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 46
FCT
4600
Family Capital Trust
Massachusetts
$289M +$9.79M +4% 62