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
UBG
5076
United Bank (Georgia)
Georgia
$217M +$16.4M +8% 104
EFG
5077
Elios Financial Group
Ohio
$217M 113
AC
5078
Alfreton Capital
United Kingdom
$216M -$25.9M -11% 5
CB
5079
CNB Bank
Pennsylvania
$216M +$8.33M +4% 540
IA
5080
IMZ Advisory
Florida
$216M +$15.8M +8% 37
CFGF
5081
Compass Financial Group (Florida)
Florida
$216M +$15.1M +8% 40
DWM
5082
Denver Wealth Management
Colorado
$216M +$16.4M +8% 88
HB
5083
Horizon Bancorp
Indiana
$216M +$5.54M +3% 235
SCA
5084
Sander Capital Advisors
Washington
$216M -$3.03M -1% 16
KCM
5085
Knoll Capital Management
Florida
$216M +$67.4M +45% 37
WA
5086
Watchtower Advisors
Connecticut
$216M +$60.6M +39% 17
EPW
5087
Evergreen Private Wealth
Colorado
$216M +$12.7M +6% 217
WMP
5088
Wealth Management Partners
Arizona
$216M +$10.1M +5% 121
AMIM
5089
Aull & Monroe Investment Management
Alabama
$216M +$11.3M +6% 131
BSA
5090
Bull Street Advisors
Georgia
$215M +$8.19M +4% 92
VSI
5091
Verde Servicos Internacionais
Brazil
$215M -$1.24M -0.6% 43
MAWCM
5092
Mine & Arao Wealth Creation & Management
California
$215M +$9.96M +5% 75
PWA
5093
Phoenix Wealth Advisors
North Carolina
$215M +$16.2M +8% 127
HAG
5094
HF Advisory Group
Maryland
$215M +$21.8M +11% 167
PWM
5095
Pacific Wealth Management
California
$215M +$18.6M +9% 22
RGF
5096
Retirement Guys Formula
Ohio
$215M +$6.44M +3% 139
LBWM
5097
Left Brain Wealth Management
Illinois
$215M +$828K +0.4% 81
SCM
5098
Spreng Capital Management
Ohio
$215M +$22M +11% 96
RCF
5099
Rainwater Charitable Foundation
Texas
$215M +$13.5M +7% 4
MPPW
5100
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$25.3M +13% 148