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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
MWPCG
4051
Measured Wealth Private Client Group
New Hampshire
$249M -$14.6M -6% 3.12% 68.1% 188 20.21%
SWRP
4052
Summit Wealth & Retirement Planning
California
$249M -$5.63M -2% 3.13% 67.6% 60 6.67%
HCA
4053
Horan Capital Advisors
Ohio
$249M -$7.42M -3% 3.02% 26.6% 118 16.1%
NAH
4054
Neumann Advisory (HK)
Hong Kong
$249M -$13.4M -5% 4.48% 88.4% 14 0%
WCM
4055
Windham Capital Management
Massachusetts
$249M -$11.2M -4% 3.22% 8.3% 89 7.87%
DDSF
4056
Diana Davis Spencer Foundation
Maryland
$248M -$12M -5% 4.58% 1.41% 3 0%
B
4057
BetterWealth
California
$248M -$8.6M -3% 3.94% 55.7% 50 12%
SCM
4058
Steadview Capital Management
United Kingdom
$248M -$157M -39% 6.79% 696% 9 11.11%
DA
4059
Dash Acquisitions
California
$248M -$3.97M -2% 1.3% 61.3% 46 13.04%
HC
4060
Hendley & Co
Ohio
$248M +$6.94M +3% 2.82% 54.8% 53 3.77%
TWCM
4061
True Wind Capital Management
California
$248M +$1.47M +0.6% 5.85% 119% 3 0%
FAP
4062
Financial Advisory Partners
Florida
$248M -$11.8M -5% 4.91% 46.7% 65 3.08%
RK
4063
Rather & Kittrell
Tennessee
$248M +$8.59M +4% 3.49% 36.9% 64 6.25%
SWMG
4064
Sanchez Wealth Management Group
Florida
$248M +$919K +0.4% 3.17% 56.9% 36 5.56%
HCM
4065
Hahn Capital Management
California
$248M -$57.8M -19% 4.34% 42.1% 32 9.38%
FTWA
4066
Fifth Third Wealth Advisors
Ohio
$248M +$92.5M +60% 2.92% 102% 163 20.25%
W
4067
WealthOne
New York
$248M -$24.9M -9% 3.97% 23.4% 112 25.89%
FWC
4068
First Washington Corp
Washington
$247M +$19.4M +9% 7.47% 104% 62 19.35%
JAWM
4069
J. Arnold Wealth Management
Ohio
$247M +$10.8M +5% 6.25% 46.2% 33 54.55%
BWA
4070
Bordeaux Wealth Advisors
California
$247M +$3.27M +1% 2.47% 141% 107 16.82%
OFCM
4071
One Fin Capital Management
California
$247M +$16.2M +7% 0.7% 75.5% 28 39.29%
FFG
4072
Frisch Financial Group
New York
$246M +$37.9M +18% 2.7% 56% 127 20.47%
SC
4073
Stephens Consulting
Michigan
$246M -$6.12M -2% 3.5% 50.1% 524 8.78%
SIA
4074
SkyView Investment Advisors
New Jersey
$246M -$155M -39% 1.01% 62.6% 805 30.93%
LFA
4075
Landmark Financial Advisors
Kentucky
$246M +$2.43M +1% 2.8% 11.8% 93 7.53%