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
IAS
4626
Investment Advisory Services
Texas
$320M +$2.25M +0.7% 131
WE
4627
Wealth Effects
Massachusetts
$319M +$8.34M +3% 232
C1AG
4628
Client 1st Advisory Group
Florida
$319M +$17.7M +6% 149
EWA
4629
Etesian Wealth Advisors
Oregon
$319M +$16.1M +5% 137
SLP
4630
Storen Legacy Partners
Indiana
$319M 77
TPW
4631
Transatlantique Private Wealth
New York
$319M +$13.1M +4% 220
BCM
4632
Boone Capital Management
Georgia
$319M +$13.6M +4% 20
EWA
4633
ERTS Wealth Advisors
Michigan
$319M +$8.9M +3% 30
EWM
4634
Essex Woodlands Management
Texas
$318M +$11.2M +4% 6
5VM
4635
5AM Venture Management
California
$318M +$45.1M +17% 26
LAM
4636
Lynch Asset Management
Pennsylvania
$318M +$5.51M +2% 57
CPI
4637
Crestview Partners II
New York
$318M -$20.6M -6% 3
RF
4638
Rossby Financial
Florida
$318M +$16.7M +6% 1,868
MC
4639
Muzinich & Co
New York
$318M +$60M +23% 40
BOSSRA
4640
B.O.S.S. Retirement Advisors
Utah
$318M -$100M -24% 210
MP
4641
McDonald Partners
Ohio
$317M -$17.5M -5% 238
HJIM
4642
Henry James International Management
New York
$317M -$9.51M -3% 97
PCA
4643
PL Capital Advisors
Florida
$317M +$15.9M +5% 30
MFA
4644
Morling Financial Advisors
California
$317M +$15.8M +5% 115
ACM
4645
Anfield Capital Management
California
$317M -$22.8M -7% 608
PCM
4646
Payne Capital Management
New York
$317M +$6.25M +2% 82
EWM
4647
Elmwood Wealth Management
California
$317M +$34.3M +12% 177
WLPWM
4648
Walled Lake Planning & Wealth Management
Illinois
$316M +$11.9M +4% 146
STB
4649
S&T Bank
Pennsylvania
$316M -$39.5M -11% 502
AWM
4650
Able Wealth Management
New Jersey
$316M +$50.1M +19% 120