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
WIA
5376
Wetzel Investment Advisors
Indiana
$247M +$12.6M +5% 137
TPCM
5377
Two Point Capital Management
New York
$247M -$1.92M -0.8% 25
EBWM
5378
Eagle Bluffs Wealth Management
Missouri
$247M +$15M +6% 83
MHWM
5379
Montz Harcus Wealth Management
Louisiana
$247M +$17.6M +8% 93
CI
5380
Cherokee Insurance
Michigan
$247M +$13.2M +6% 124
RIM
5381
Reliant Investment Management
Tennessee
$247M -$17M -6% 64
PF
5382
Parker Financial
Washington
$247M +$2.73M +1% 36
BWM
5383
Bernard Wealth Management
Michigan
$246M +$7.04M +3% 359
LB
5384
Legacy Bridge
Iowa
$246M +$6.07M +3% 474
PFWA
5385
Paces Ferry Wealth Advisors
Georgia
$246M +$5.98M +2% 138
KIC
5386
Kensington Investment Counsel
California
$246M +$672K +0.3% 112
BFM
5387
Blacksheep Fund Management
Ireland
$246M +$129M +110% 8
DCM
5388
Decatur Capital Management
Georgia
$246M -$6.01M -2% 39
WFP
5389
Wrenne Financial Planning
Kentucky
$246M +$11.9M +5% 51
TW
5390
Traveka Wealth
California
$246M +$21.7M +10% 198
LAM
5391
Lewis Asset Management
California
$246M +$2.28M +0.9% 195
LWM
5392
Lodestone Wealth Management
Washington
$246M +$23.1M +10% 799
LIA
5393
LifePlan Investment Advisors
North Carolina
$246M +$7.16M +3% 119
HWM
5394
HighMark Wealth Management
Minnesota
$245M +$18.2M +8% 667
TWM
5395
Tumwater Wealth Management
Idaho
$245M +$20.2M +9% 36
PLC
5396
Pillsbury Lake Capital
California
$245M 30
SWMG
5397
Signature Wealth Management Group
Georgia
$245M -$12.4M -5% 120
FS
5398
Financial Symmetry
North Carolina
$245M +$22.2M +10% 62
AAG
5399
Avalon Advisory Group
Pennsylvania
$245M -$1.65M -0.7% 18
BAM
5400
Bayshore Asset Management
Florida
$245M +$11.8M +5% 40