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
IIM
5301
Ironwood Investment Management
Massachusetts
$201M -$4.43M -2% 181
NEPPG
5302
New England Professional Planning Group
Rhode Island
$201M -$1.28M -0.6% 53
BFAG
5303
Blackston Financial Advisory Group
Florida
$201M +$7.35M +4% 145
SGA
5304
Siguler Guff Advisers
New York
$201M -$68.2M -25% 5
VCM
5305
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 14
BSAM
5306
Blue Square Asset Management
New York
$201M +$14.5M +8% 78
HFO
5307
Heritage Family Offices
Arizona
$200M +$6.7M +3% 195
SG
5308
Stephens Group
Arkansas
$200M +$12.1M +6% 3
PAG
5309
Powers Advisory Group
Illinois
$200M -$731K -0.4% 104
MLA
5310
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 308
PWS
5311
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 41
NIWA
5312
New Insight Wealth Advisors
California
$200M +$9.63M +5% 97
PFG
5313
Prosperity Financial Group
California
$200M +$21.6M +12% 180
KC
5314
Kinloch Capital
Virginia
$200M -$6.74M -3% 83
JWM
5315
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 101
MI
5316
Moneywise Inc
Virginia
$199M -$3.84M -2% 60
LWM
5317
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 159
AIC
5318
Anthracite Investment Company
Texas
$199M -$12M -6% 103
RFA
5319
Register Financial Advisors
Georgia
$199M +$4.23M +2% 310
HAFS
5320
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 30
FCM
5321
Fogel Capital Management
Florida
$199M +$5.17M +3% 43
A
5322
Argentarii
Ohio
$199M 160
S
5323
Sunpointe
Missouri
$199M +$77.3M +64% 214
TWA
5324
Trellis Wealth Advisors
California
$199M -$891K -0.4% 35
DRS
5325
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 86