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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
BWP
2676
BSW Wealth Partners
Colorado
$609M +$19.2M +3% 308
OBWG
2677
Onyx Bridge Wealth Group
New York
$609M +$49.3M +9% 280
SMH
2678
Sanders Morris Harris
Texas
$609M +$64.3M +12% 307
SFBLI
2679
Southern Farm Bureau Life Insurance
Mississippi
$609M +$4.22M +0.7% 17
MFA
2680
Mayflower Financial Advisors
Massachusetts
$608M +$9.8M +2% 372
KJHP
2681
K.J. Harrison & Partners
Ontario, Canada
$608M -$39M -6% 223
TCM
2682
Towercrest Capital Management
Pennsylvania
$608M +$14.7M +2% 111
SOW
2683
State of Wyoming
Wyoming
$607M +$6.82M +1% 1,928
BCM
2684
Bornite Capital Management
New York
$607M +$10.6M +2% 59
RWP
2685
Revolve Wealth Partners
New Jersey
$607M +$21.3M +4% 187
BC
2686
Brio Consultants
California
$606M +$13.5M +2% 99
CAS
2687
Coppell Advisory Solutions
Texas
$606M 1,798
CPC
2688
Consolidated Planning Corp
Georgia
$606M +$21.4M +4% 208
OCA
2689
Octagon Capital Advisors
New York
$606M -$217M -26% 58
TC
2690
Toews Corporation
New Jersey
$606M +$30.6M +5% 19
SG
2691
Strid Group
Pennsylvania
$605M +$48.4M +9% 63
BEC
2692
Blue Edge Capital
Virginia
$604M +$6.38M +1% 115
DCM
2693
Disciplina Capital Management
Tennessee
$604M +$10.9M +2% 57
AWP
2694
Abacus Wealth Partners
California
$603M +$7.23M +1% 93
EFL
2695
ERn Financial LLC
Wisconsin
$603M +$26.3M +5% 183
HAS
2696
HBW Advisory Services
California
$603M +$68.3M +13% 376
TCMX
2697
Technology Crossover Management XI
California
$602M +$159M +36% 3
BT
2698
Brandywine Trust
Delaware
$602M +$12.6M +2% 32
NEAM
2699
New England Asset Management
Connecticut
$602M -$43.4M -7% 119
JPWM
2700
Jamison Private Wealth Management
Georgia
$602M +$10.3M +2% 544