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
CA
7076
Cannon Advisors
North Carolina
$142M -$6.82M -5% 87
CWMS
7077
Cannon Wealth Management Services
North Carolina
$142M +$9.57M +7% 86
SRSA
7078
S.R. Schill & Associates
Washington
$142M -$761K -0.5% 26
SFSG
7079
Sound Financial Strategies Group
Mississippi
$142M +$4.64M +3% 123
BTC
7080
Bank & Trust Company
Illinois
$142M +$6.24M +5% 302
MPA
7081
Marvin & Palmer Associates
Delaware
$142M +$7.01M +5% 36
HFAS
7082
Hummer Financial Advisory Services
Illinois
$142M +$4.22M +3% 121
NPAN
7083
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 57
AUIM
7084
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 47
BAM
7085
Bosun Asset Management
Illinois
$141M +$9.23M +7% 68
ACA
7086
Arsenal Capital Advisors
Pennsylvania
$141M 98
JWM
7087
JP Wealth Management
South Carolina
$141M -$7.17M -5% 16
FCM
7088
Flagship Capital Management
Pennsylvania
$141M 47
KOMWMG
7089
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 90
IUC
7090
Ivory Union Consulting
$141M 4
JWM
7091
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 77
T
7092
Tableaux
Massachusetts
$141M -$109M -43% 125
PSC
7093
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 34
BLFG
7094
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 126
PBRA
7095
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 1
BWMG
7096
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 34
SHFA
7097
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 13
DWM
7098
DeLarme Wealth Management
California
$141M 62
IAG
7099
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 107
BRIA
7100
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 97