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
HWMG
4701
Hurlow Wealth Management Group
Indiana
$104M +$10.2M +11% 94
AWM
4702
Aprio Wealth Management
Georgia
$104M +$24.7M +31% 82
ACM
4703
Ategra Capital Management
Virginia
$104M +$19.1M +23% 89
CI
4704
Centerstone Investors
New York
$103M -$6.91M -6% 28
PIA
4705
Powell Investment Advisors
Florida
$103M +$20.9M +25% 123
CWA
4706
Carolina Wealth Advisors
South Carolina
$103M +$16.9M +20% 193
CWM
4707
Chronos Wealth Management
Florida
$103M +$16.6M +19% 41
RTC
4708
Riverview Trust Company
Washington
$103M -$1.02M -1% 280
DTC
4709
Davidson Trust Company
Washington
$103M +$21.9M +27% 118
AWA
4710
ARQ Wealth Advisors
Arizona
$103M +$14.9M +17% 44
RHDIC
4711
R.H. Dinel Investment Counsel
California
$103M +$18.2M +22% 45
BBA
4712
Braun-Bostich & Associates
Pennsylvania
$102M +$23.9M +30% 338
FCM
4713
Fairbanks Capital Management
California
$102M +$25.7M +34% 58
SWIG
4714
Strategic Wealth Investment Group
Kentucky
$102M +$40.7M +66% 85
TCM
4715
Tandem Capital Management
New Jersey
$102M +$13.3M +15% 77
SG
4716
Somerset Group
Minnesota
$102M +$15.2M +17% 63
GIC
4717
Gantzert Investment Company
Illinois
$102M +$8.81M +9% 64
CPC
4718
Consolidated Planning Corp
Georgia
$102M +$22.3M +28% 42
OFW
4719
Omnia Family Wealth
Florida
$102M +$5.84M +6% 78
APG
4720
Andrew P. Goldfarb
$102M +$56.4M +124% 1
BA
4721
Ballew Advisors
Mississippi
$102M +$13.3M +15% 93
JCA
4722
Jade Capital Advisors
New Jersey
$102M +$30.9M +44% 91
CAM
4723
Costello Asset Management
Pennsylvania
$102M 223
PM
4724
Penbrook Management
New York
$102M +$23.6M +30% 109
ACM
4725
Avalon Capital Management
California
$102M +$17.4M +21% 31