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
KWAG
5476
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 289
BAM
5477
Bosun Asset Management
Illinois
$176M +$81.6M +87% 189
RP
5478
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 105
PF
5479
Parker Financial
Washington
$176M +$14.5M +9% 50
AFC
5480
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 141
BIA
5481
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 137
PWM
5482
Pacific Wealth Management
California
$175M $0 0% 24
ES
5483
ETF Store
Kansas
$175M +$20.5M +13% 114
SPA
5484
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 60
AIA
5485
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 83
HAFS
5486
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 33
BWM
5487
Boyd Wealth Management
California
$175M +$14.3M +9% 44
KFO
5488
Kopp Family Office
Minnesota
$175M +$3.87M +2% 21
LCK
5489
LeRoy C. Kopp
$175M 21
PAG
5490
Powers Advisory Group
Illinois
$175M +$12.9M +8% 94
PWMG
5491
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 40
MFA
5492
Morling Financial Advisors
California
$175M +$51M +41% 110
HI
5493
Harrington Investments
California
$175M +$13.4M +8% 82
WFA
5494
WMG Financial Advisors
Tennessee
$175M +$21.4M +14% 149
SRWM
5495
Shira Ridge Wealth Management
California
$175M +$8.13M +5% 77
IFU
5496
iSAM Funds (UK)
United Kingdom
$175M +$34.5M +25% 361
HAFG
5497
Hansen & Associates Financial Group
California
$175M -$16.5M -9% 19
MA
5498
Menlo Advisors
California
$175M +$12.1M +7% 29
TWM
5499
Trueblood Wealth Management
Ohio
$175M +$15.2M +10% 233
AIC
5500
Aurora Investment Counsel
Georgia
$175M +$20.8M +14% 124