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
AWMI
7276
Aegis Wealth Management (Iowa)
Iowa
$127M 101
VWM
7277
VanWeelden Wealth Management
Ohio
$127M +$5.76M +5% 22
AF
7278
ASL Financial
California
$127M 94
OF
7279
Outfitter Financial
Maine
$127M +$3.46M +3% 79
OIM
7280
Orca Investment Management
Oregon
$127M +$4.85M +4% 61
CWAI
7281
Core Wealth Advisors (Indiana)
Indiana
$127M 32
PAG
7282
Poinciana Advisors Group
Florida
$127M +$8.37M +7% 147
SHC
7283
SALT Holding Corp
Delaware
$127M +$47.5M +60% 19
RWM
7284
Redstone Wealth Management
Oklahoma
$127M 39
GCM
7285
Graver Capital Management
Ohio
$127M +$7.9M +7% 26
JIM
7286
JCP Investment Management
Texas
$127M -$26M -17% 21
1GI
7287
180 GPS Investments
$127M -$45.6M -27% 22
VA
7288
Veratis Advisors
North Carolina
$126M 75
ECP
7289
Epacria Capital Partners
Colorado
$126M +$3.04M +2% 36
GWM
7290
Gilpin Wealth Management
Colorado
$126M 976
AFA
7291
Allium Financial Advisors
Oregon
$126M +$5.33M +4% 85
HCA
7292
Harpswell Capital Advisors
Maine
$126M +$21.3M +20% 42
SJGA
7293
Stephen J. Garry & Associates
New York
$126M +$864K +0.7% 55
SAM
7294
Seelaus Asset Management
New Jersey
$126M -$3.04K -0% 193
TWPM
7295
Total Wealth Planning & Management
Florida
$126M 186
PCM
7296
Perkins Capital Management
Minnesota
$126M +$12.5M +11% 92
KGC
7297
Kennon-Green & Company
Ohio
$126M -$2.93M -2% 44
MWM
7298
M3 Wealth Management
Ohio
$126M 117
JBW
7299
Journey Beyond Wealth
Georgia
$126M +$4.16M +3% 34
NFC
7300
Northstar Financial Companies
Pennsylvania
$126M +$17.5M +16% 122