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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
BHWA
3576
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 1.97% 129% 84 36.9%
SMI
3577
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 0.37% 46.6% 68 14.71%
CWM
3578
Concentric Wealth Management
California
$384M +$7.89M +2% 2.26% 33.4% 138 3.62%
WPA
3579
West Paces Advisors
Georgia
$383M +$4.04M +1% 0.61% 53.2% 608 11.02%
BCM
3580
Boone Capital Management
Georgia
$383M -$111M -22% 4.97% 255% 24 33.33%
AF
3581
Affiance Financial
Minnesota
$383M +$14.1M +4% 2.05% 50.1% 99 4.04%
SDAM
3582
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 3.76% 70.1% 135 5.19%
MP
3583
Marcho Partners
United Kingdom
$383M +$42.8M +13% 0.8% 112% 13 38.46%
PI
3584
Pennant Investors
New Jersey
$383M -$21.1M -5% 13.3% 359% 51 21.57%
QFA
3585
Quattro Financial Advisors
Texas
$382M +$30.7M +9% 2.56% 61.8% 90 26.67%
CCM
3586
Carderock Capital Management
Maryland
$382M +$25.4M +7% 2.9% 88.6% 75 17.33%
UW
3587
Unique Wealth
Florida
$382M +$27.6M +8% 2.4% 63.3% 94 9.57%
RW
3588
REDW Wealth
New Mexico
$382M +$10.6M +3% 1.79% 44.4% 166 8.43%
WAM
3589
Wilson Asset Management
Australia
$382M -$5.62M -1% 3.39% 59.3% 30 23.33%
RCI
3590
RS Crum Inc
California
$382M +$14.9M +4% 0.34% 37.8% 96 16.67%
AC
3591
AMANSA Capital
Singapore
$381M +$89.8M +31% 11.4% 86% 3 0%
BMC
3592
Battery Management Corp
Massachusetts
$381M -$72.6M -16% 15.6% 39.3% 5 0%
IPW
3593
Impact Partnership Wealth
Georgia
$381M +$128M +51% 0.05% 47.3% 727 75.38%
HCM
3594
Harvey Capital Management
Florida
$380M +$38.7M +11% 11.1% 141% 83 14.46%
LS
3595
Liquid Strategies
Georgia
$380M -$6.3M -2% 1.82% 46.8% 15 13.33%
AWM
3596
Arista Wealth Management
Nevada
$380M +$249M +190% 2.2% 60.1% 66 48.48%
RC
3597
RDST Capital
Washington
$380M -$22.1M -5% 0.04% 41% 20 25%
DEA
3598
DoubleLine ETF Adviser
Florida
$380M -$12.8M -3% 1.52% 56.4% 247 48.99%
ACM
3599
Altrius Capital Management
North Carolina
$380M -$16.9M -4% 3.21% 40.6% 92 7.61%
WIS
3600
Wright Investors Service
Connecticut
$380M -$14.8M -4% 3.78% 107% 163 26.99%