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
BCIM
4776
Bishop & Co Investment Management
Pennsylvania
$302M +$2.93M +1% 28
CWM
4777
Castle Wealth Management
Florida
$302M +$5.65M +2% 132
GL
4778
GHE LLC
Tennessee
$302M +$54.2M +22% 54
BCH
4779
Berkshire Capital Holdings
California
$302M -$27.5M -8% 123
S
4780
Sunpointe
Missouri
$302M +$24.6M +9% 288
BWS
4781
BCR Wealth Strategies
Alabama
$302M +$17.2M +6% 38
BLAM
4782
Bourne Lent Asset Management
New York
$301M +$20M +7% 65
LFA
4783
LifeGuide Financial Advisors
Pennsylvania
$301M +$29.8M +11% 52
PIP
4784
Peachtree Investment Partners
Florida
$301M +$12.9M +4% 136
SA
4785
Sonoma Allocations
California
$301M +$26.3M +10% 154
RWPA
4786
Richard W. Paul & Associates
Michigan
$301M +$8.24M +3% 330
DFA
4787
DHJJ Financial Advisors
Illinois
$301M +$6.25M +2% 1,046
HCP
4788
Hamilton Capital Partners
Georgia
$301M +$40.5M +16% 36
BBWP
4789
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 101
FCM
4790
Findell Capital Management
New York
$301M +$82M +37% 18
CI
4791
Cooper Investors
Australia
$301M -$65.3M -18% 49
LJHT
4792
Laurie J. Hall Trustee
$301M -$5.16M -2% 116
PCM
4793
Punch Card Management
Florida
$301M -$21.5M -7% 6
TWA
4794
Tulsa Wealth Advisors
Oklahoma
$301M 110
VAM
4795
Vert Asset Management
California
$301M +$3.24M +1% 47
OFG
4796
Omega Financial Group
California
$301M +$3.22M +1% 106
HLCM
4797
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 42
OWM
4798
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 191
KF
4799
Ketron Financial
California
$300M 56
PWM
4800
Prosperity Wealth Management
California
$300M +$5.76M +2% 309