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
BWM
4951
Biltmore Wealth Management
Arizona
$240M -$3.31M -1% 56
AC
4952
ASB Consultores
Florida
$240M -$13.4M -5% 234
KSWA
4953
Kathleen S. Wright Associates
Pennsylvania
$240M -$2.3M -0.9% 300
IGYL
4954
I.G.Y. Ltd
United Kingdom
$240M +$13.2M +6% 3
KF
4955
KKM Financial
Illinois
$240M +$37.8M +19% 160
CA
4956
Cache Advisors
California
$240M 78
KIC
4957
Kensington Investment Counsel
California
$240M +$270K +0.1% 112
IIA
4958
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 144
PWM
4959
Power Wealth Management
Georgia
$239M +$5.22M +2% 99
WAM
4960
Weinberger Asset Management
California
$239M +$4.78M +2% 82
GWM
4961
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 160
DIM
4962
DLK Investment Management
California
$239M -$21.8M -8% 118
CCMI
4963
Creative Capital Management Investments
California
$239M -$60.2K -0% 293
TF
4964
Theory Financial
Colorado
$239M +$12.2M +5% 77
WKSWA
4965
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 111
ODFS
4966
O'Donnell Financial Services
California
$239M -$7.18M -3% 44
SI
4967
Shaker Investments
Ohio
$239M -$1.15M -0.5% 102
FCM
4968
Forager Capital Management
Alabama
$239M -$15.5M -6% 14
KPWG
4969
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 92
IWP
4970
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 105
TSS
4971
Thomas Story & Son
Indiana
$239M -$6.47M -3% 53
HA
4972
Hanover Advisors
South Carolina
$238M +$202K +0.1% 97
EC
4973
EntryPoint Capital
New York
$238M +$62.2M +35% 1,009
MC
4974
Machina Capital
France
$238M -$13.8M -5% 376
SEM
4975
Strategic Equity Management
Arizona
$237M +$26.5M +13% 59