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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
TWP
2726
Total Wealth Planning
Ohio
$610M +$27.7M +5% 0.17% 37.2% 93 6.45%
BWP
2727
BSW Wealth Partners
Colorado
$609M +$19.2M +3% 2.53% 75.4% 308 5.84%
OBWG
2728
Onyx Bridge Wealth Group
New York
$609M +$49.3M +9% 2.53% 67.4% 280 8.57%
MFA
2729
Mayflower Financial Advisors
Massachusetts
$609M +$10.9M +2% 2.32% 68.7% 374 9.36%
SMH
2730
Sanders Morris Harris
Texas
$609M +$64.3M +12% 3.2% 83.1% 307 15.96%
SFBLI
2731
Southern Farm Bureau Life Insurance
Mississippi
$609M +$4.22M +0.7% 0.01% 47.4% 17 11.76%
RWP
2732
Revolve Wealth Partners
New Jersey
$608M +$21.2M +4% 1.22% 60.3% 192 9.9%
KJHP
2733
K.J. Harrison & Partners
Ontario, Canada
$608M -$39M -6% 3.64% 122% 223 29.15%
TCM
2734
Towercrest Capital Management
Pennsylvania
$608M +$14.7M +2% 1.3% 31.4% 111 7.21%
SOW
2735
State of Wyoming
Wyoming
$607M +$6.82M +1% 1.85% 99.1% 1,928 31.95%
BCM
2736
Bornite Capital Management
New York
$607M +$10.6M +2% 0.05% 176% 59 71.19%
BC
2737
Brio Consultants
California
$606M +$13.5M +2% 1.2% 35.6% 99 8.08%
CAS
2738
Coppell Advisory Solutions
Texas
$606M 5.28% 1,798
IGGA
2739
Iron Gate Global Advisors
Utah
$606M +$43.9M +8% 6.93% 110% 107 14.95%
CPC
2740
Consolidated Planning Corp
Georgia
$606M +$21.4M +4% 2.99% 82.3% 208 24.04%
TC
2741
Toews Corporation
New Jersey
$606M +$30.6M +5% 0.13% 14.4% 19 21.05%
SG
2742
Strid Group
Pennsylvania
$605M +$48.4M +9% 0.68% 50.4% 63 22.22%
BEC
2743
Blue Edge Capital
Virginia
$604M +$6.38M +1% 2.1% 53.5% 115 8.7%
DCM
2744
Disciplina Capital Management
Tennessee
$604M +$10.9M +2% 1% 23.9% 57 0%
AWP
2745
Abacus Wealth Partners
California
$603M +$7.23M +1% 0.72% 46% 93 15.05%
EFL
2746
ERn Financial LLC
Wisconsin
$603M +$26.3M +5% 1.8% 55.9% 183 8.74%
HAS
2747
HBW Advisory Services
California
$603M +$67.9M +13% 0.23% 62.1% 377 31.03%
TCMX
2748
Technology Crossover Management XI
California
$602M +$159M +36% 9.91% 177% 3 33.33%
BT
2749
Brandywine Trust
Delaware
$602M +$12.6M +2% 1.38% 11.9% 32 6.25%
NEAM
2750
New England Asset Management
Connecticut
$602M -$43.4M -7% 0.52% 48.5% 119 26.05%