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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
BWM
4001
BigSur Wealth Management
Florida
$177M +$28.6M +19% 10.4% 83.1% 121 17.36%
AA
4002
Armor Advisors
New York
$177M 11.4% 78.5% 8
PGWM
4003
Parisi Gray Wealth Management
New Jersey
$177M +$25.9M +17% 8.29% 120% 111 9.91%
AHC
4004
Anderson Hoagland & Co
Missouri
$177M +$12.1M +7% 11.4% 95.1% 89 11.24%
SCA
4005
Stuart Chaussee & Associates
California
$177M +$10.3M +6% 5.27% 58.6% 136 10.29%
ACM
4006
Aubrey Capital Management
United Kingdom
$177M +$13.2M +8% 15.2% 296% 45 48.89%
IAM
4007
Integre Asset Management
New York
$177M +$8.53M +5% 7.58% 74.1% 129 20.16%
WIC
4008
WealthBridge Investment Counsel
Alberta, Canada
$176M 9.01% 92.5% 38
FA
4009
Financial Advisors
Massachusetts
$176M +$13.3M +8% 4.83% 71.5% 61 3.28%
EA
4010
Evergreen Advisors
Tennessee
$176M +$12.8M +8% 5.9% 19 15.79%
BFC
4011
Bedel Financial Consulting
Indiana
$176M +$10.2M +6% 10.4% 104% 809 5.93%
SWA
4012
Stratos Wealth Advisors
Ohio
$176M -$85.1M -33% 8.39% 65.7% 259 42.86%
CSA
4013
Cottage Street Advisors
Massachusetts
$176M +$9.82M +6% 6.96% 91.4% 103 11.65%
HP
4014
Harvey Partners
New York
$176M +$37.6M +27% 13.8% 174% 36 25%
JAM
4015
Jolley Asset Management
North Carolina
$176M +$22M +14% 9.71% 3.47% 76 25%
FLI
4016
Family Legacy Inc
South Carolina
$176M +$15.4M +10% 6.87% 87.8% 120 6.67%
SI
4017
SimpliFi Inc
California
$176M +$7.23M +4% 2.46% 26.7% 20 5%
SA
4018
SoftVest Advisors
Texas
$176M 20.3% 178% 3
SRC
4019
Sage Rhino Capital
California
$176M +$16.4M +10% 9.53% 86.8% 159 9.43%
BIA
4020
BHK Investment Advisors
Alabama
$176M +$2.36M +1% 6.74% 54.6% 83 27.71%
FCI
4021
FirstMark Capital I
New York
$176M 29.5% 1
DJC
4022
Daily Journal Corp
California
$175M +$19.9M +13% 13.2% 108% 4 0%
WA
4023
Wealth Advisors
California
$175M 11.3% 40% 58
RCM
4024
RB Capital Management
Nevada
$175M +$19.4M +12% 8.94% 79.4% 144 9.72%
WAAG
4025
Wealth Alliance Advisory Group
Kansas
$175M +$14.3M +9% 7.48% 66.9% 135 4.44%