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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
MFGP
4051
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 5.59% 65.5% 51 0%
BWAM
4052
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 5.88% 82.4% 428 2.57%
FI
4053
Financial Insights
Washington
$246M +$34.5M +16% 8.91% 62.1% 177 27.68%
HNWAG
4054
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 5.81% 67.7% 624 69.23%
BFA
4055
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 13% 144 14.58%
EFMC
4056
Empire Financial Management Company
New York
$245M 3.29% 71.1% 189
MWC
4057
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 5.33% 52.6% 350 18.86%
OAJ
4058
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 3.65% 50.5% 287 22.65%
CI
4059
Cavalier Investments
Georgia
$245M -$34M -12% 6.46% 154% 105 47.62%
AWM
4060
Accel Wealth Management
Iowa
$245M +$35.6M +17% 2.5% 77.4% 1,275 3.14%
KWS
4061
Keystone Wealth Services
California
$244M +$15.2M +7% 6.17% 61.6% 200 11.5%
OGC
4062
Oak Grove Capital
New Hampshire
$244M +$45.4M +23% 19.1% 236% 60 18.33%
CWM
4063
Cedar Wealth Management
California
$244M +$41.8M +21% 4.1% 53.2% 317 10.73%
CAMV
4064
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 3.68% 64.7% 117 54.7%
NC
4065
NovaPoint Capital
Georgia
$244M +$15.3M +7% 3.37% 72.2% 132 8.33%
KWM
4066
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 2.55% 57.8% 89 5.62%
AWM
4067
Aries Wealth Management
Maine
$244M +$11.9M +5% 5.71% 75% 200 8%
RCP
4068
Rothschild Capital Partners
New York
$244M +$7.55M +3% 9.54% 81.8% 32 12.5%
LWA
4069
LWS Wealth Advisors
New Jersey
$244M +$5.19M +2% 4.08% 8.87% 61 8.2%
BAM
4070
Baldrige Asset Management
Pennsylvania
$244M +$19.1M +8% 5.63% 43.5% 470 32.13%
QFA
4071
Quattro Financial Advisors
Texas
$244M -$6.7M -3% 8.67% 61.8% 90 18.89%
CA
4072
Cumberland Advisors
Florida
$244M +$12.9M +6% 6.84% 73.5% 64 17.19%
BI
4073
Ballast Inc
Kentucky
$244M +$15M +7% 4.24% 66% 112 6.25%
SCP
4074
Searchlight Capital Partners
New York
$244M -$46.9M -16% 9.34% 70.4% 5 0%
ATFA
4075
All Terrain Financial Advisors
Minnesota
$243M +$16.7M +7% 4.48% 52.8% 90 11.11%