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
HHWM
5701
Hiley Hunt Wealth Management
Nebraska
$175M +$12.7M +8% 40
GAM
5702
Grandview Asset Management
Pennsylvania
$175M +$3.68M +2% 64
CWM
5703
CarsonAllaria Wealth Management
Illinois
$174M +$11M +7% 432
SHCM
5704
Stone House Capital Management
Florida
$174M -$66.4M -28% 5
NRC
5705
New Republic Capital
North Carolina
$174M -$24.9M -13% 272
ACM
5706
Accent Capital Management
Ohio
$174M +$11.3M +7% 227
BOC
5707
Bull Oak Capital
California
$174M +$18.8M +12% 132
AIA
5708
Acute Investment Advisory
Arizona
$174M -$1.34M -0.8% 20
LIM
5709
Lagoda Investment Management
New York
$174M +$328K +0.2% 40
DWM
5710
Dogwood Wealth Management
Kansas
$174M +$11.5M +7% 638
LCM
5711
LCM Capital Management
Illinois
$174M +$13.5M +8% 100
PFWA
5712
Paces Ferry Wealth Advisors
Georgia
$174M +$8.07M +5% 121
RWIA
5713
Roger Wittlin Investment Advisory
California
$174M +$18M +12% 55
ACA
5714
AYAL Capital Advisors
Ontario, Canada
$174M +$16.2M +10% 44
FP
5715
Factorial Partners
New York
$174M +$11.3M +7% 87
KIM
5716
Kestrel Investment Management
California
$174M +$22.8M +15% 42
AWAP
5717
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174M +$15.1M +10% 141
PP
5718
PFS Partners
New Jersey
$174M +$15.3M +10% 461
EB
5719
Emprise Bank
Kansas
$174M +$11.5M +7% 108
MPCG
5720
Matrix Private Capital Group
New York
$174M +$14.4M +9% 156
DCM
5721
Delta Capital Management
New Jersey
$173M +$8.03M +5% 89
CP
5722
Castleview Partners
Texas
$173M -$2.52M -1% 959
TCPG
5723
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 202
IOOF
5724
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 15
CBT
5725
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 344