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
5051
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 157
ZIG
5052
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 158
MAM
5053
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 52
BWG
5054
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 72
BFA
5055
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 172
NWWA
5056
New Wave Wealth Advisors
Arkansas
$273M +$16.9M +7% 197
IA
5057
IMZ Advisory
Florida
$273M +$4.53M +2% 41
IWM
5058
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 258
PW
5059
Potentia Wealth
California
$273M +$10.8M +4% 98
SCM
5060
SB Capital Management
California
$273M 93
LIM
5061
Letson Investment Management
Georgia
$273M -$6.03M -2% 102
WWC
5062
Waypoint Wealth Counsel
Georgia
$273M +$19.3M +8% 323
TBC
5063
Ted Buchan & Co
California
$272M +$17.2M +7% 90
AC
5064
AMANSA Capital
Singapore
$272M -$59M -18% 2
SWAG
5065
Spectrum Wealth Advisory Group
California
$272M +$29.8M +12% 67
AG
5066
Amiral Gestion
France
$272M -$3.24M -1% 33
CC
5067
Congruence Capital
California
$272M 30
AIA
5068
Armor Investment Advisors
North Carolina
$272M -$43.7M -14% 159
RCA
5069
Ranch Capital Advisors
Florida
$272M +$13.3M +5% 160
IAM
5070
Iridian Asset Management
Connecticut
$272M +$17.5M +7% 48
TWM
5071
Trinity Wealth Management
Pennsylvania
$271M +$4.76M +2% 76
CWA
5072
Consilium Wealth Advisory
Texas
$271M +$11.8M +5% 98
MFC
5073
Mechanics Financial Corp
Ohio
$271M +$6.93M +3% 244
AA
5074
AJ Advisors
Tennessee
$271M +$26.5M +11% 39
EAIC
5075
Empower Annuity Insurance Company
Connecticut
$271M -$3.14M -1% 1