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
AW
4601
Atlas Wealth
Ohio
$310M +$36M +13% 121
PWMG
4602
Pioneer Wealth Management Group
Texas
$310M +$40.1M +15% 52
WRM
4603
Weybosset Research & Management
Rhode Island
$310M +$18.9M +6% 35
RWM
4604
Reston Wealth Management
Virginia
$310M +$24.4M +9% 56
FIA
4605
FNY Investment Advisers
New York
$310M +$74.4M +32% 1,503
EWA
4606
ERTS Wealth Advisors
Michigan
$310M +$19.7M +7% 31
OPTFSNA
4607
Old Point Trust & Financial Services N A
Virginia
$310M +$23M +8% 338
CW
4608
Cabot-Wellington
Massachusetts
$309M +$18.8M +6% 5
WMR
4609
Wealth Management Resources
Rhode Island
$309M +$16.2M +6% 32
FS
4610
Ferguson Shapiro
Georgia
$309M +$12.3M +4% 88
GDADCM
4611
Groupe des Assurances du Credit Mutuel
France
$309M -$44.8M -13% 8
RWP
4612
Reliant Wealth Planning
Kentucky
$309M +$52.4M +20% 53
CIA
4613
Corigliano Investment Advisers
North Carolina
$308M -$9.05M -3% 58
OFA
4614
Oak Family Advisors
Illinois
$308M +$32.1M +12% 105
UHC
4615
Union Heritage Capital
Michigan
$308M +$21.2M +7% 64
PWS
4616
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 214
WIP
4617
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 173
VCM
4618
Verger Capital Management
North Carolina
$308M +$54M +21% 15
FUBT
4619
First United Bank & Trust
Maryland
$308M +$21.2M +7% 429
OFW
4620
Omnia Family Wealth
Florida
$308M +$32M +12% 109
NIA
4621
NIA Impact Advisors
California
$308M +$18.4M +6% 103
QWM
4622
Quaker Wealth Management
New Jersey
$307M +$8.84M +3% 912
AI
4623
Auour Investments
Massachusetts
$307M +$16.3M +6% 90
EWM
4624
Essex Woodlands Management
Texas
$307M +$28M +10% 6
SIMC
4625
Squire Investment Management Company
Utah
$307M +$35.6M +13% 69