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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
BFIC
3401
Bedell Frazier Investment Counselling
California
$415M +$14.6M +4% 3.08% 72.5% 102 11.76%
FNBOMD
3402
First National Bank of Mount Dora
Florida
$415M +$3.87M +0.9% 4.98% 84.5% 137 5.84%
W
3403
WPWealth
Texas
$414M +$27.1M +7% 0.03% 30.9% 72 15.28%
FFG
3404
Fiduciary Financial Group
California
$414M 3.15% 255
AC
3405
AlphaCore Capital
California
$414M +$38.4M +10% 2.92% 68.3% 238 34.45%
PSAMP
3406
P. Schoenfeld Asset Management (PSAM)
New York
$414M +$63.6M +18% 4.89% 270% 57 54.39%
RIS
3407
Retirement Income Solutions
Michigan
$414M -$27.1M -6% 3.04% 53.7% 159 13.21%
JWCA
3408
J.W. Coons Advisors
Ohio
$414M -$28.8M -7% 0.45% 61.2% 250 10.8%
FC
3409
Franchise Capital
Cayman Islands
$413M -$124M -23% 22.2% 537% 17 52.94%
NAMP
3410
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$413M +$7.63M +2% 4.64% 73.1% 146 4.79%
BP
3411
Broadleaf Partners
Ohio
$413M +$23.2M +6% 9.6% 132% 81 8.64%
CCB
3412
Cutter & Co Brokerage
Missouri
$413M +$5.5M +1% 3.59% 40.4% 222 12.61%
WI
3413
WBI Investments
New Jersey
$413M -$68.2M -14% 0.16% 74.4% 239 51.05%
MAM
3414
Morse Asset Management
Connecticut
$412M +$20.5M +5% 7.35% 153% 168 31.55%
WFA
3415
WestHill Financial Advisors
California
$412M +$5.46M +1% 2.47% 55.9% 78 12.82%
HFA
3416
High Falls Advisors
New York
$412M +$14.2M +4% 3.26% 56.9% 134 16.42%
BHBT
3417
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 1.07% 52.7% 234 52.14%
TWP
3418
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 3.35% 298 13.09%
RRA
3419
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 3% 62.6% 193 8.29%
ETS
3420
ESL Trust Services
New York
$411M +$28.6M +7% 0.46% 41.6% 270 55.19%
EDRIA
3421
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 0.41% 12.8% 142 11.97%
RA
3422
Riversedge Advisors
Delaware
$410M +$4.41M +1% 1.83% 60.4% 95 10.53%
IP
3423
Ignite Planners
California
$410M +$52.9M +15% 4.38% 73.8% 308 14.29%
LA
3424
LexAurum Advisors
Kansas
$410M +$12M +3% 1.62% 319 11.6%
VS
3425
VK Services
California
$410M -$139M -25% 1.96% 1,144% 7 0%