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
CHA
5626
Cooper/Haims Advisors
New York
$203M +$18.5M +10% 89
ATC
5627
Advantage Trust Company
Kansas
$203M +$38M +23% 208
PI
5628
Point72 Italy
Italy
$203M +$101M +100% 39
JAM
5629
JW Asset Management
Florida
$203M +$26.3M +15% 21
WAG
5630
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 41
AP
5631
Aspect Partners
Virginia
$203M +$28.2M +16% 675
BGA
5632
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 143
ANHIM
5633
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 15
WAM
5634
Worth Asset Management
Texas
$203M +$19.7M +11% 179
CWA
5635
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 312
KCM
5636
KM Capital Management
Texas
$203M +$17.1M +9% 60
JCFM
5637
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 122
PWM
5638
Pacific Wealth Management
California
$203M +$20.6M +11% 23
EHWM
5639
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 143
PFSC
5640
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 261
AWA
5641
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 64
TWA
5642
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 55
NPI
5643
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 40
PP
5644
Patron Partners
Texas
$202M +$17.1M +9% 185
SIA
5645
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 93
AFT
5646
Alpha Family Trust
California
$202M +$30.6M +18% 199
AFO
5647
Allie Family Office
Florida
$202M +$19.6M +11% 108
WWC
5648
Waypoint Wealth Counsel
Georgia
$202M +$42.5M +27% 198
CCC
5649
Chelsea Counsel Company
California
$202M +$17.7M +10% 210
AIM
5650
Alhambra Investment Management
Florida
$202M +$7.61M +4% 183