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
PWP
4926
Precedent Wealth Partners
Texas
$197M 131
RH
4927
RFG Holdings
Texas
$197M +$19.6M +11% 28
KSWA
4928
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 221
FFC
4929
First Financial Corp
Indiana
$197M +$26M +15% 402
CPW
4930
Crestmont Private Wealth
Texas
$197M +$33M +20% 50
GCP
4931
Garda Capital Partners
Minnesota
$197M +$39.1M +25% 290
RIM
4932
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 65
W
4933
WorthPointe
California
$196M +$31.9M +19% 82
SWA
4934
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 23
TFA
4935
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 63
CWM
4936
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 41
GC
4937
Greencape Capital
Australia
$196M +$11.6M +6% 3
SIC
4938
Sterling Investment Counsel
New York
$196M +$21.4M +12% 171
SL
4939
SIB LLC
New York
$196M +$27.1M +16% 18
IRAG
4940
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 235
FMTCOCP
4941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 456
CCP
4942
Carmel Capital Partners
California
$196M -$27M -12% 762
PWM
4943
Palumbo Wealth Management
New York
$196M +$13.9M +8% 135
ODA
4944
One Degree Advisors
California
$196M 54
SJIM
4945
St. Johns Investment Management
Florida
$196M +$20.3M +12% 202
GAAM
4946
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 105
BIMC
4947
Benson Investment Management Company
Virginia
$195M +$17.4M +10% 55
CWA
4948
Centennial Wealth Advisory
Michigan
$195M +$9.42M +5% 154
UC
4949
Unio Capital
New Jersey
$195M +$10.8M +6% 41
SCA
4950
Sander Capital Advisors
Washington
$195M +$23M +13% 17