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
IAMOG
4901
Investors Asset Management of Georgia
Georgia
$197M +$16.1M +9% 172
AFA
4902
Alpha Financial Advisors
North Carolina
$197M +$39.4M +25% 49
EFA
4903
Evernest Financial Advisors
Indiana
$197M 122
CWA
4904
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 60
CSC
4905
Caldwell Sutter Capital
California
$197M +$16.1M +9% 992
MPM
4906
Mountaineer Partners Management
New York
$197M +$40.7M +26% 15
PWP
4907
Precedent Wealth Partners
Texas
$197M 131
RH
4908
RFG Holdings
Texas
$197M +$19.6M +11% 28
KSWA
4909
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 221
FFC
4910
First Financial Corp
Indiana
$197M +$26M +15% 402
CPW
4911
Crestmont Private Wealth
Texas
$197M +$33M +20% 50
GCP
4912
Garda Capital Partners
Minnesota
$197M +$39.1M +25% 290
RIM
4913
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 65
W
4914
WorthPointe
California
$196M +$31.9M +19% 82
SWA
4915
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 23
TFA
4916
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 63
CWM
4917
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 41
GC
4918
Greencape Capital
Australia
$196M +$11.6M +6% 3
SIC
4919
Sterling Investment Counsel
New York
$196M +$21.4M +12% 171
SL
4920
SIB LLC
New York
$196M +$27.1M +16% 18
IRAG
4921
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 235
FMTCOCP
4922
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 456
CCP
4923
Carmel Capital Partners
California
$196M -$27M -12% 762
PWM
4924
Palumbo Wealth Management
New York
$196M +$13.9M +8% 135
ODA
4925
One Degree Advisors
California
$196M 54