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
BFA
5026
Beacon Financial Advisory
Ohio
$206M -$1.73M -0.8% 281
BWG
5027
Beta Wealth Group
California
$206M +$14.9M +8% 110
LK
5028
Lumbard & Kellner
New Hampshire
$206M +$32.8M +19% 73
ALS
5029
Andrew L. Share
$205M +$15.6M +8% 13
AA
5030
Altman Advisors
Illinois
$205M +$14.8M +8% 102
PKC
5031
Palmer Knight Company
Florida
$205M +$39.7M +24% 33
PL
5032
Polianta Ltd
Jersey
$205M +$33.8M +20% 110
CA
5033
Calton & Associates
Florida
$205M -$43.3M -17% 263
KF
5034
KKM Financial
Illinois
$205M +$46.4M +29% 148
CC
5035
Codex Capital
New York
$205M +$33.6M +20% 38
CB
5036
CNB Bank
Pennsylvania
$205M +$18.8M +10% 513
RGF
5037
Retirement Guys Formula
Ohio
$205M +$18.6M +10% 153
BOCM
5038
Bontempo Ohly Capital Management
Maryland
$205M -$1.33M -0.6% 37
SCA
5039
Sander Capital Advisors
Washington
$205M +$9.57M +5% 16
RGMC
5040
Revolution Growth Management Company
District of Columbia
$205M -$34.3M -14% 3
IIM
5041
Ironwood Investment Management
Massachusetts
$205M +$14.6M +8% 182
GCM
5042
Granby Capital Management
Florida
$205M +$45.4M +29% 20
AW
5043
Atlas Wealth
Ohio
$205M +$21.2M +12% 89
CP
5044
Canopy Partners
Ohio
$205M +$40.5M +25% 202
FCB
5045
First County Bank
Connecticut
$205M -$1.68M -0.8% 169
EIA
5046
Eastover Investment Advisors
North Carolina
$204M +$15.3M +8% 52
AGP
5047
Autumn Glory Partners
Texas
$204M +$28.9M +16% 177
2L
5048
25 LLC
Missouri
$204M +$10.3M +5% 51
BAG
5049
Bridgewealth Advisory Group
California
$204M +$73.8M +57% 89
HIS
5050
Horizon Investment Services
Indiana
$204M +$19.1M +10% 126