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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
BC
2776
Brio Consultants
California
$629M +$22M +4% 5.44% 35.6% 107 11.21%
SFM
2777
Sphera Funds Management
Israel
$628M -$105M -14% 2.81% 218% 141 34.75%
BW
2778
Bison Wealth
Georgia
$628M +$13.2M +2% 7.41% 37.4% 496 30.44%
ECM
2779
Exchange Capital Management
Michigan
$628M +$14.1M +2% 5.99% 57.8% 199 5.53%
LWANC
2780
Laurel Wealth Advisors (North Carolina)
North Carolina
$628M +$51.1M +9% 6% 63.3% 755 21.19%
FNA
2781
First National Advisers
Nebraska
$627M +$80M +15% 5.95% 87.9% 221 8.6%
MA
2782
Madrone Advisors
California
$626M +$56.7M +10% 21.2% 34.6% 7 28.57%
JE
2783
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 6.04% 65% 181 4.97%
CCM
2784
Canal Capital Management
Virginia
$626M +$40.4M +7% 8.07% 67.8% 159 10.06%
FAM
2785
Formidable Asset Management
Ohio
$626M +$7.58M +1% 7.4% 52.2% 420 18.33%
ABWM
2786
Alpine Bank Wealth Management
Colorado
$626M 4.53% 427
AWM
2787
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 6.88% 60.6% 300 16.33%
RFP
2788
Root Financial Partners
California
$625M +$198M +46% 6.18% 57% 157 31.21%
OP
2789
ORG Partners
Indiana
$625M -$179M -22% 6.53% 69.5% 1,934 45.19%
DCM
2790
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 5.63% 23.9% 72 22.22%
LSPW
2791
Lake Street Private Wealth
Illinois
$624M -$148M -19% 5.61% 77% 330 24.24%
NPPM
2792
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 6.33% 55% 94 34.04%
EWM
2793
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 6.57% 56.2% 640 13.13%
JCM
2794
JAT Capital Management
Connecticut
$621M -$154M -20% 6.98% 446% 65 67.69%
KFS
2795
Kurt F. Somerville
$621M +$28M +5% 6.18% 62.7% 99 4.04%
CANC
2796
Culbertson A N & Co
Virginia
$621M +$48.5M +8% 8.02% 80.7% 126 3.97%
TCM
2797
Towercrest Capital Management
Pennsylvania
$621M +$13M +2% 5.33% 31.4% 110 10.91%
GA
2798
Gateway Advisory
New Jersey
$620M +$31.4M +5% 5.67% 26% 146 14.38%
OAM
2799
Occidental Asset Management
California
$620M +$50M +9% 5.67% 65.6% 234 17.52%
VC
2800
Vision Capital
Ontario, Canada
$620M +$4.16M +0.7% 19.6% 12.9% 24 58.33%