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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
HFF
3426
Halter Ferguson Financial
Indiana
$617M +$162M +36% 39.3% 43 25.58%
SFG
3427
Sunburst Financial Group
Alabama
$617M +$74.4M +14% 12.4% 50.7% 142 12.68%
SRC
3428
Sage Rhino Capital
California
$617M +$82.6M +15% 13.7% 86.8% 422 30.57%
SAS
3429
SMI Advisory Services
Indiana
$617M +$10.1M +2% 13.9% 79.7% 68 20.59%
FGC
3430
Financial Gravity Companies
Texas
$616M 11.1% 1,037
BOA
3431
Birnam Oak Advisors
New York
$616M +$175M +40% 11.5% 45 33.33%
IDA
3432
Intelligence Driven Advisers
California
$616M +$42.4M +7% 15% 58.5% 154 24.68%
BFFIM
3433
Baring Fintech Fund III Managers
Guernsey
$616M -$278M -31% 17% 1 0%
AGM
3434
Alpine Global Management
New York
$615M -$52.6M -8% 30.8% 149% 367 67.3%
TF
3435
TLWM Financial
Texas
$615M +$59.8M +11% 11.9% 48% 78 17.95%
OL
3436
Odyssean LLC
Connecticut
$615M +$341M +124% 24.7% 584 45.38%
FSA
3437
Financial Security Advisor
Virginia
$615M +$70.3M +13% 16.1% 76.3% 173 14.45%
AA
3438
Aire Advisors
California
$615M +$68.1M +12% 13.4% 72% 190 17.89%
ATFA
3439
All Terrain Financial Advisors
Minnesota
$615M +$189M +45% 19.6% 71.1% 169 20.12%
CSIA
3440
Conrad Siegel Investment Advisors
Pennsylvania
$615M +$60.6M +11% 12.1% 58.4% 75 17.33%
SCV
3441
Sands Capital Ventures
Virginia
$614M +$192M +46% 17% 167% 24 12.5%
T2I
3442
Turim 21 Investimentos
Brazil
$613M +$215M +54% 4.96% 62.1% 125 9.6%
VAG
3443
VisionPoint Advisory Group
Texas
$613M +$82.2M +15% 15.5% 74.2% 528 26.89%
MKA
3444
M. Kulyk & Associates
Georgia
$613M +$77.1M +14% 12.2% 63.3% 126 15.87%
FWM
3445
Fonville Wealth Management
Virginia
$612M +$87M +17% 9.46% 152 12.5%
TCM
3446
Twele Capital Management
Minnesota
$612M +$51.4M +9% 8.01% 34.9% 40 2.5%
JSA
3447
Jacobson & Schmitt Advisors
Wisconsin
$612M +$60.8M +11% 12.4% 70.3% 86 15.12%
SW
3448
SkyOak Wealth
Michigan
$612M +$66M +12% 14% 73.4% 276 16.3%
WWG
3449
West Wealth Group
California
$611M +$105M +21% 16.1% 71.2% 147 14.29%
PTP
3450
Platform Technology Partners
New York
$611M +$92.5M +18% 13.9% 425 26.35%