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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
SAM
3451
Summit Asset Management
Tennessee
$203M +$26.5M +15% 12.2% 48.9% 119 20.17%
SHWM
3452
Smith & Howard Wealth Management
Georgia
$203M +$21.4M +12% 12.7% 40.4% 64 21.88%
OFW
3453
Omnia Family Wealth
Florida
$203M +$17.5M +9% 11% 80.6% 616 8.93%
AFM
3454
Andesa Financial Management
Pennsylvania
$203M +$119M +141% 11.9% 73.6% 151 41.06%
FA
3455
Fiducient Advisors
Illinois
$203M +$28.4M +16% 11.7% 52.3% 23 21.74%
KFP
3456
Keystone Financial Planning
Ohio
$203M +$23.7M +13% 12.2% 34.1% 47 4.26%
BCP
3457
Berkeley Capital Partners
Georgia
$202M +$22.5M +13% 11.1% 62.8% 133 12.78%
T2I
3458
Turim 21 Investimentos
Brazil
$202M -$214M -51% 8.17% 62.1% 26 23.08%
MM
3459
Meridian Management
Arkansas
$202M +$5.88M +3% 12% 57.8% 77 11.69%
CCP
3460
Clifford Capital Partners
Utah
$202M +$33.9M +20% 19.2% 77.3% 34 5.88%
BLAM
3461
Bourne Lent Asset Management
New York
$202M +$32.9M +19% 22.4% 76.1% 57 8.77%
WB
3462
Wilks Brothers
Texas
$202M -$8.12M -4% 10.6% 26 34.62%
IWA
3463
Intercontinental Wealth Advisors
Texas
$202M +$22.5M +13% 12.1% 46.7% 484 11.57%
CWM
3464
Confluence Wealth Management
Oregon
$201M +$22.4M +13% 12.1% 31.9% 119 7.56%
CSM
3465
CAMG Solamere Management
North Carolina
$201M +$22M +12% 10.3% 51.7% 105 12.38%
FCFS
3466
First Command Financial Services
Texas
$201M +$7.32M +4% 8.78% 34.4% 469 21.32%
FCB
3467
First Command Bank
Texas
$201M +$7.32M +4% 8.78% 34.1% 469 21.32%
TWMP
3468
Taylor Wealth Management Partners
Massachusetts
$201M +$27.7M +16% 16.1% 62% 138 68.12%
EWM
3469
Essex Woodlands Management
Texas
$201M -$50.2M -20% 6.76% 55% 8 0%
TCMG
3470
TSP Capital Management Group
New Jersey
$201M +$22.6M +13% 13.6% 178% 56 98.21%
AIC
3471
Aurora Investment Counsel
Georgia
$201M +$16.9M +9% 14.3% 31.7% 136 29.41%
NFG
3472
NewFocus Financial Group
Washington
$200M +$31.1M +18% 14.5% 55.4% 88 7.95%
CIG
3473
Consolidated Investment Group
Colorado
$200M +$4.55M +2% 14.6% 140% 48 10.42%
BBCM
3474
Broad Bay Capital Management
New York
$200M +$19.8M +11% 23.9% 338% 15 26.67%
SS
3475
Sunbelt Securities
Texas
$200M +$28.4M +17% 12.1% 83.5% 252 25%