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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
BDWCC
2651
B&D White Capital Company
Texas
$809M -$54.4M -6% 1.49% 38.1% 84 26.19%
PFA
2652
Pathway Financial Advisors
Vermont
$808M +$12.3M +2% 0.14% 48.4% 150 11.33%
EA
2653
Emerald Advisors
Washington
$808M +$72.6M +10% 12% 78.4% 133 21.05%
FEG
2654
Financial Enhancement Group
Indiana
$807M +$38.5M +5% 0.66% 57.5% 152 22.37%
DWA
2655
Dorsey Wright & Associates
California
$807M +$344M +74% 9.4% 311% 187 50.8%
SG
2656
Strid Group
Pennsylvania
$807M +$3.45M +0.4% 0.44% 50.4% 90 17.78%
JBA
2657
Johnson Bixby & Associates
Washington
$806M -$312K -0% 0.86% 44.1% 130 7.69%
BCM
2658
Brigade Capital Management
New York
$806M +$475M +143% 1.85% 18.4% 27 66.67%
FAM
2659
Flaharty Asset Management
Florida
$806M +$4.81M +0.6% 1.15% 33.4% 144 9.72%
OC
2660
Oarsman Capital
Wisconsin
$806M +$34.9M +5% 0.29% 70.6% 261 16.09%
RIM
2661
Redwood Investment Management
Arizona
$805M -$84.6M -10% 1.85% 46% 357 43.42%
CL
2662
CVFG LLC
Indiana
$804M +$658M +451% 4.5% 240 57.08%
AF
2663
Ally Financial
Michigan
$804M -$15.2M -2% 6.84% 8.82% 142 34.51%
LG
2664
LaFleur & Godfrey
Michigan
$803M -$22.6M -3% 0.63% 85.2% 147 5.44%
IWA
2665
Inspirion Wealth Advisors
Illinois
$803M -$13.5M -2% 0.94% 47% 188 13.83%
OWA
2666
One Wealth Advisors
California
$803M -$15.4M -2% 1.79% 66% 329 17.02%
FC
2667
Financial Consulate
Maryland
$803M +$71.2M +10% 0.42% 53.3% 1,507 18.18%
UM
2668
Ulysses Management
New York
$802M +$259M +48% 9.79% 48.7% 53 43.4%
1IA
2669
1834 Investment Advisors
Wisconsin
$801M +$4.21M +0.5% 2.9% 61.8% 211 5.69%
AAM
2670
ACK Asset Management
Connecticut
$801M +$4.39M +0.6% 9% 99.7% 26 34.62%
IAM
2671
Infinitum Asset Management
Florida
$801M +$125M +18% 16.3% 24 33.33%
NW
2672
Naviter Wealth
Arkansas
$801M +$33.4M +4% 2.21% 87.1% 289 10.73%
LWM
2673
Liberty Wealth Management
California
$800M +$25.7M +3% 1.42% 64.2% 286 19.23%
CHC
2674
City Holding Co
West Virginia
$800M -$13M -2% 0.89% 81.3% 598 7.36%
KWMG
2675
King Wealth Management Group
Florida
$800M -$29.9M -4% 3.05% 86% 169 8.88%