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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
CA
3501
Cambridge Advisors
Nebraska
$512M +$33.3M +7% 6.27% 52.9% 172 4.07%
REAM
3502
Ripple Effect Asset Management
New York
$511M -$164M -24% 13.1% 57 56.14%
JWM
3503
JFG Wealth Management
Colorado
$511M +$32.6M +7% 6.72% 65.2% 68 10.29%
WFA
3504
WestHill Financial Advisors
California
$510M +$38.8M +8% 6.4% 55.9% 79 10.13%
BRCM
3505
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 5.78% 41.8% 75 4%
ICP
3506
Interchange Capital Partners
Pennsylvania
$510M +$77.2M +18% 6.63% 79.6% 372 26.61%
BWP
3507
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 6.15% 50.7% 128 7.81%
VBFG
3508
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 6.1% 74.3% 105 22.86%
KNW
3509
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 4.27% 76% 245 20%
SFC
3510
SEG Family Corp
$510M -$150M -23% 22.8% 1 0%
ETS
3511
ESL Trust Services
New York
$510M +$20.1M +4% 5.77% 53.9% 310 30%
LRWA
3512
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 5.55% 50.5% 113 10.62%
RP
3513
Rowlandmiller & Partners
Georgia
$509M +$24.6M +5% 7.71% 84% 194 7.22%
AFA
3514
AA Financial Advisors
Ohio
$509M +$44.8M +10% 6.83% 201 12.94%
MCM
3515
Mengis Capital Management
Oregon
$509M +$37.9M +8% 7.05% 91.8% 211 7.58%
KA
3516
Kozak & Associates
Colorado
$508M +$17.2M +4% 8.22% 97.4% 500 26.4%
LT
3517
Legacy Trust
Michigan
$507M +$99.5M +24% 9.36% 95% 190 25.26%
GF
3518
Greenfield FTC
Nevada
$507M +$36.1M +8% 7.68% 67.1% 3 0%
EFL
3519
ERn Financial LLC
Wisconsin
$506M +$32.5M +7% 6.07% 55.9% 152 12.5%
TCM
3520
Thomist Capital Management
Texas
$506M +$237M +88% 18.9% 71.2% 96 76.04%
FGAM
3521
Financial Gravity Asset Management
Texas
$506M 4.46% 993
MCCP
3522
Mission Creek Capital Partners
California
$506M +$55.7M +12% 7.64% 138% 208 4.81%
MWP
3523
Madison Wealth Partners
Wisconsin
$506M +$47.6M +10% 7.58% 66.9% 189 10.58%
JE
3524
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 5.89% 65% 121 5.79%
TCM
3525
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 5.86% 417 17.51%