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
JGIA
4751
Jackson Grant Investment Advisers
Connecticut
$196M -$28.3M -13% 358
AFCM
4752
Alta Fox Capital Management
Texas
$196M 14
TFP
4753
Triune Financial Partners
Kansas
$196M 24
SA
4754
Stonebridge Advisors
Connecticut
$196M 5
IGYL
4755
I.G.Y. Ltd
United Kingdom
$196M +$19.2M +11% 3
AIA
4756
Arcadia Investment Advisors
Idaho
$196M +$10.1M +5% 118
LWMM
4757
Legacy Wealth Management (Mississippi)
Mississippi
$195M +$8.41M +4% 108
HBWM
4758
Hollow Brook Wealth Management
New York
$195M +$33.6M +21% 84
AFC
4759
AFT Forsyth & Company
Florida
$195M +$8.76M +5% 164
KFSC
4760
Keystone Financial Services (Colorado)
Colorado
$195M 85
HLAM
4761
Hidden Lake Asset Management
New York
$195M +$359K +0.2% 26
WC
4762
Wealth CMT
New Jersey
$195M +$156M +405% 21
MCAI
4763
Members Capital Advisors Inc
Wisconsin
$195M +$10.5M +6% 72
MWM
4764
MBE Wealth Management
Wisconsin
$195M -$1.65M -0.8% 68
ICM
4765
IMS Capital Management
Oregon
$195M +$21.8M +13% 151
JWBC
4766
John W. Brooker & Co
California
$194M +$16.9M +10% 214
WMS
4767
Wealth Management Solutions
Pennsylvania
$194M 122
EAM
4768
Exos Asset Management
New York
$194M +$4.78M +3% 548
ZIG
4769
Zullo Investment Group
Pennsylvania
$194M 826
WFAG
4770
Wescott Financial Advisory Group
Pennsylvania
$194M +$17.4M +10% 75
NG
4771
NatWest Group
United Kingdom
$194M +$8.09M +4% 59
SAM
4772
Soditic Asset Management
United Kingdom
$194M -$17.3M -8% 19
PWC
4773
PYA Waltman Capital
Tennessee
$194M +$9.52M +5% 205
BOCM
4774
Bontempo Ohly Capital Management
Maryland
$194M +$15.2M +8% 33
PBT
4775
Pictet Bank & Trust
Bahamas
$194M +$32.1M +20% 62