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
SAMT
4901
Select Asset Management & Trust
Pennsylvania
$172M +$8.37M +5% 71
CWA
4902
Consilio Wealth Advisors
Washington
$172M -$9.68M -5% 51
SVP
4903
Strategic Value Partners
Connecticut
$172M -$18.6M -10% 6
MS
4904
Marshall & Sullivan
Washington
$172M -$7.44M -4% 38
RIM
4905
Reliant Investment Management
Tennessee
$172M -$1.96M -1% 66
BSI
4906
Bennett Selby Investments
Maine
$171M -$2.2M -1% 56
AFA
4907
Alta Fundamental Advisers
New York
$171M -$10.3M -6% 19
WMA
4908
Wealth Management Associates
New Jersey
$171M -$5.4M -3% 200
OAP
4909
One Advisory Partners
Kansas
$171M -$6.5M -4% 47
WFS
4910
Weitzel Financial Services
Iowa
$171M -$4.94M -3% 39
LFA
4911
LifeGuide Financial Advisors
Pennsylvania
$171M +$23.2M +16% 39
OCPWS
4912
One Charles Private Wealth Services
Massachusetts
$171M -$1.03M -0.6% 128
OWA
4913
Opal Wealth Advisors
New York
$171M -$29.6M -15% 158
SW
4914
Simplicity Wealth
New Jersey
$171M +$10M +6% 104
FI
4915
FIDELIS iM
Oregon
$171M -$5.27M -3% 19
BAM
4916
Bayshore Asset Management
Florida
$171M -$12.8M -7% 35
ZIG
4917
Zullo Investment Group
Pennsylvania
$171M -$4.47M -3% 142
FFC
4918
First Financial Corp
Indiana
$171M +$14.6M +9% 389
TF
4919
Theory Financial
Colorado
$171M -$3.18M -2% 74
FFG
4920
Fortem Financial Group
California
$171M +$1.79M +1% 168
TL
4921
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 125
PWA
4922
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 112
AI
4923
Acuitas Investments
Washington
$170M -$1.63M -0.9% 122
PCMK
4924
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 56
AAG
4925
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 9