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
PVAMC
6101
PPS&V Asset Management Consultants
Michigan
$140M +$3.86M +3% 37
KWM
6102
Kolinsky Wealth Management
New Jersey
$140M +$8.71M +7% 163
AIM
6103
Aurora Investment Managers
Florida
$139M +$3.56M +3% 53
LAM
6104
LifePro Asset Management
California
$139M -$11.9M -8% 147
PSB
6105
Passumpsic Savings Bank
Vermont
$139M -$17M -11% 103
WG
6106
Wealth Group
North Carolina
$139M +$6.9M +5% 154
BC
6107
Barnett & Company
Tennessee
$139M -$6.79M -5% 84
LHWM
6108
Lake Hills Wealth Management
Texas
$139M +$28.2M +25% 52
ATC
6109
Advantage Trust Company
Kansas
$139M +$3.65M +3% 177
HAM
6110
Hedges Asset Management
Nevada
$139M -$3.44M -2% 118
MFG
6111
Mosaic Financial Group
Illinois
$139M +$14.4M +12% 132
W
6112
WealthCollab
Washington
$139M +$3.71M +3% 917
MSA
6113
McAlister Sweet & Associates
Texas
$139M +$11.9M +9% 36
BC
6114
Blantyre Capital
United Kingdom
$139M -$44.3M -24% 4
OCA
6115
OEP Capital Advisors
New York
$139M -$136M -49% 2
CWI
6116
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 48
ICM
6117
Islay Capital Management
Texas
$139M +$4.74M +4% 218
CAM
6118
Chou Associates Management
Ontario, Canada
$139M +$49.9M +56% 32
PFA
6119
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 133
BM
6120
Bislett Management
California
$139M -$20.6M -13% 16
SIA
6121
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 24
BFS
6122
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 36
FHC
6123
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 15
WAG
6124
Wallace Advisory Group
California
$139M +$5.8M +4% 204
CSTB
6125
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 1