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
SIC
4626
Shoker Investment Counsel
Ohio
$202M -$16.6M -8% 104
CL
4627
COWA LLC
Oklahoma
$201M +$2.78M +1% 154
TW
4628
Towerpoint Wealth
California
$201M -$9.9M -5% 90
BWP
4629
Bernardo Wealth Planning
Pennsylvania
$201M -$3.4M -2% 95
KFI
4630
Key Financial Inc
Pennsylvania
$201M +$1.53M +0.8% 1,130
CP
4631
Camelot Portfolios
Ohio
$201M -$46.7M -19% 265
RGC
4632
Redwood Grove Capital
California
$201M -$12.1M -6% 26
LM
4633
Lasry Marc
$201M -$1.43M -0.7% 15
BCM
4634
Bienville Capital Management
New York
$201M +$62.8M +45% 147
LL
4635
LPWM LLC
Minnesota
$201M +$12.4M +7% 70
OWM
4636
OneAscent Wealth Management
Alabama
$201M +$161M +401% 235
CI
4637
Ceera Investments
Texas
$201M +$7.67M +4% 74
ACM
4638
Adalta Capital Management
New York
$200M -$16.4M -8% 105
MIG
4639
MGG Investment Group
New York
$200M -$25.5M -11% 2
SST
4640
S Squared Technology
New York
$200M -$23.1M -10% 40
HH
4641
HWG Holdings
Texas
$200M -$12.8M -6% 173
AP
4642
Agilis Partners
Massachusetts
$200M +$148K +0.1% 26
WA
4643
Watchtower Advisors
Connecticut
$200M +$45M +29% 22
CPW
4644
Catalyst Private Wealth
California
$200M -$32.2M -14% 86
TA
4645
Trellis Advisors
Washington
$200M -$11.3M -5% 87
AGA
4646
Accuvest Global Advisors
Utah
$200M -$28.2M -12% 128
GWA
4647
GGM Wealth Advisors
Maryland
$200M +$73.6M +58% 148
SFS
4648
Stiles Financial Services
Minnesota
$200M -$7.86M -4% 195
BIMC
4649
Benson Investment Management Company
Virginia
$200M -$6.57M -3% 65
FPWM
4650
FSB Premier Wealth Management
Iowa
$199M -$40.1M -17% 544