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
OWM
4676
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 196
GIM
4677
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 203
FRA
4678
Front Row Advisors
California
$298M +$10.1M +4% 563
SM
4679
Sweeney & Michel
California
$298M +$16M +6% 139
VAM
4680
Vert Asset Management
California
$297M +$22.8M +8% 45
OFG
4681
Omega Financial Group
California
$297M +$20.1M +7% 102
HIA
4682
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 78
T2I
4683
Turim 21 Investimentos
Brazil
$297M -$214M -42% 151
DDSF
4684
Diana Davis Spencer Foundation
Maryland
$297M +$5.27M +2% 4
ITB
4685
Idaho Trust Bank
Idaho
$297M +$17.2M +6% 112
FFA
4686
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 78
KCFA
4687
Key Client Fiduciary Advisors
New Jersey
$297M +$52.8M +22% 222
CAAM
4688
Cape Ann Asset Management
United Kingdom
$297M +$63.3M +27% 11
RFP
4689
Roth Financial Partners
Texas
$297M +$19.3M +7% 32
EAM
4690
Exane Asset Management
France
$297M +$40.6M +16% 38
PWM
4691
Pines Wealth Management
North Carolina
$297M +$13.9M +5% 238
LCM
4692
Lazari Capital Management
California
$296M +$30.7M +12% 171
CWM
4693
Castle Wealth Management
Florida
$296M +$20.9M +8% 133
TP
4694
Tranquility Partners
Tennessee
$296M +$16.2M +6% 242
TH
4695
Team Hewins
California
$296M +$18.8M +7% 39
GWP
4696
Gen-Wealth Partners
Michigan
$296M +$36.9M +14% 719
EFN
4697
Equita Financial Network
Pennsylvania
$296M +$44.5M +18% 91
FFA
4698
Fi3 Financial Advisors
Indiana
$296M +$18.4M +7% 183
ILI
4699
Invesco LLC (Illinois)
Illinois
$296M +$27.6M +10% 136
SW
4700
StrongBox Wealth
Missouri
$296M +$32M +12% 92