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
ST
4576
Somerset Trust
Pennsylvania
$327M +$2.97M +0.9% 186
RWM
4577
Reston Wealth Management
Virginia
$327M +$17.1M +6% 65
AFGI4KRSP
4578
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$327M -$24M -7% 1
EAM
4579
EdenTree Asset Management
United Kingdom
$326M -$88.8M -21% 63
OFA
4580
Oak Family Advisors
Illinois
$326M +$18M +6% 110
PHWM
4581
Pine Harbor Wealth Management
Maryland
$326M +$14.6M +5% 112
UWP
4582
Uniting Wealth Partners
Kansas
$326M -$97.5M -23% 210
AP
4583
Anchyra Partners
Georgia
$326M 259
VC
4584
Veery Capital
Delaware
$326M +$9.07M +3% 99
ATFA
4585
All Terrain Financial Advisors
Minnesota
$326M +$15.6M +5% 101
PPWM
4586
Paragon Private Wealth Management
Kentucky
$326M +$20.6M +7% 227
HIA
4587
HTG Investment Advisors
Connecticut
$325M +$28.2M +10% 77
FNWM
4588
Financial Network Wealth Management
Utah
$325M +$1.31M +0.4% 119
CIA
4589
Cape Investment Advisory
Georgia
$325M +$223M +220% 1,342
CA
4590
Centerpoint Advisors
Massachusetts
$325M +$2.75M +0.9% 485
TFG
4591
Tilson Financial Group
New Jersey
$325M +$20.7M +7% 83
FS
4592
Ferguson Shapiro
Georgia
$325M +$16.1M +5% 93
PAM
4593
Pegasus Asset Management
New York
$325M +$13.2M +4% 72
SFS
4594
Stiles Financial Services
Minnesota
$325M +$7.68M +2% 179
MAMA
4595
Myriad Asset Management Advisors
Florida
$325M 48
BWM
4596
Baron Wealth Management
Michigan
$325M +$22.2M +7% 286
FLA
4597
Financial Life Advisors
Texas
$324M +$13M +4% 53
ACM
4598
Aurdan Capital Management
Pennsylvania
$324M +$9.83M +3% 90
WRM
4599
Weybosset Research & Management
Rhode Island
$324M +$14.5M +5% 36
BOCH
4600
Blue Owl Capital Holdings
New York
$324M +$1.9M +0.6% 89