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
WBCM
6201
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 120
AIM
6202
AHL Investment Management
Florida
$145M +$8.63M +6% 69
SC
6203
Shearwater Capital
Colorado
$145M +$8.85M +7% 48
HA
6204
Hofer & Associates
California
$145M +$16M +12% 60
LFA
6205
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 295
KSCM
6206
King Street Capital Management
New York
$145M +$65.3M +82% 12
RFA
6207
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 69
BDAM
6208
Blue Door Asset Management
Connecticut
$145M -$2.51M -2% 21
PIA
6209
Panoramic Investment Advisors
Colorado
$145M 118
TFG
6210
Taylor Financial Group
Virginia
$145M +$14.6M +11% 100
LWA
6211
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 135
CIA
6212
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 146
TFP
6213
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 108
AWM
6214
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 62
PI
6215
Pelion Inc
Utah
$144M +$22.5M +19% 4
GEH
6216
General Equity Holdings
New York
$144M -$19.8M -12% 7
FCMV
6217
Foresite Capital Management V
California
$144M -$12.7M -8% 5
CAM
6218
Clarity Asset Management
Iowa
$144M +$3.04M +2% 211
FB
6219
First Bancorp
Maine
$144M +$8.5M +6% 125
OS
6220
Objectivity Squared
South Carolina
$144M +$13M +10% 51
ACA
6221
Apis Capital Advisors
New York
$144M +$8.21M +6% 43
CWM
6222
Certus Wealth Management
California
$144M +$12M +9% 56
2P
6223
26North Partners
New York
$144M +$7.5M +6% 1
MSRI
6224
Michael S. Ryan Inc
New York
$144M +$11.6M +9% 49
BBA
6225
Braun-Bostich & Associates
Pennsylvania
$143M +$8.95M +7% 123