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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
LA
2701
LVW Advisors
New York
$563M +$42.7M +8% 7.1% 71.5% 231 10.39%
HR
2702
Hardy Reed
Mississippi
$562M +$40.8M +8% 6.27% 69.7% 109 11.93%
HFA
2703
Hoover Financial Advisors
Pennsylvania
$562M +$28.6M +5% 5.9% 710 17.46%
AWM
2704
Avitas Wealth Management
California
$562M +$51.1M +10% 10.3% 56.2% 227 22.91%
TFO
2705
Tarbox Family Office
California
$560M +$51.4M +10% 6.31% 60.5% 1,255 14.26%
AWM
2706
Apollon Wealth Management
South Carolina
$559M +$41.9M +8% 9.8% 87.5% 387 20.16%
TWM
2707
Tanglewood Wealth Management
Texas
$559M +$56.1M +11% 6.68% 59.7% 23 13.04%
MFS
2708
Mirabella Financial Services
United Kingdom
$559M +$236M +73% 6.41% 86.2% 438 75.11%
MVM
2709
Medicxi Ventures Management
Jersey
$558M +$386M +225% 0.51% 505% 6 16.67%
CAL
2710
Capital Advisors Ltd
Ohio
$557M +$12.3M +2% 5.2% 54.2% 496 4.84%
GC
2711
Globeflex Capital
California
$557M +$8.06M +1% 7.43% 186% 514 24.71%
BL
2712
BFSG LLC
California
$557M -$60M -10% 5.57% 81.9% 219 45.66%
RWA
2713
RGT Wealth Advisors
Texas
$557M +$44.3M +9% 5.69% 9.35% 64 21.88%
PC
2714
Permanens Capital
New York
$557M +$69.9M +14% 6.81% 76.9% 133 21.8%
AWA
2715
ARS Wealth Advisors
Florida
$556M +$97.2M +21% 5.9% 61.8% 146 17.12%
SS
2716
Sunbelt Securities
Texas
$556M +$47.9M +9% 7.67% 83.5% 468 17.52%
GC
2717
Gilbert & Cook
Iowa
$556M +$47.1M +9% 6.62% 63.2% 223 15.25%
ACM
2718
AIGH Capital Management
Maryland
$555M +$80.2M +17% 27.2% 3,007% 63 49.21%
PC
2719
PM Capital
Australia
$555M +$7.62M +1% 12.2% 105% 17 23.53%
NHC
2720
Nicholas Hoffman & Company
Georgia
$554M +$58M +12% 6.8% 65.1% 265 9.06%
GFM
2721
Gramercy Funds Management
Connecticut
$553M +$158M +40% 0.08% 87.6% 14 78.57%
CIPU
2722
Caledonia Investments plc (UK)
United Kingdom
$553M +$36.5M +7% 8.77% 48.7% 11 0%
BFG
2723
Berger Financial Group
Minnesota
$553M +$93.7M +20% 5.98% 59.9% 209 10.53%
GIP
2724
Greatmark Investment Partners
Georgia
$553M +$41M +8% 7.64% 62% 140 5.71%
PRCP
2725
Pacific Ridge Capital Partners
Oregon
$552M +$23.8M +5% 5.48% 149% 132 13.64%