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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
SFWC
4176
Strategic Family Wealth Counselors
New Jersey
$381M -$64.8M -15% 2.73% 72.3% 228 32.46%
EPP
4177
ETF Portfolio Partners
Kansas
$381M -$7.01M -2% 1.98% 44.3% 71 8.45%
AWA
4178
Aquire Wealth Advisors
Utah
$381M -$4.04M -1% 1.38% 54.1% 52 11.54%
MW
4179
Marks Wealth
Maryland
$380M +$81.4M +27% 0.45% 169% 22 50%
BCFS
4180
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 4.54% 72.2% 98 1.02%
MC
4181
Muhlenkamp & Co
Pennsylvania
$380M +$7.97M +2% 13.9% 121% 30 10%
AC
4182
Attestor Capital
Cayman Islands
$380M +$168M +79% 2.77% 10 30%
EAM
4183
Empirical Asset Management
Massachusetts
$379M +$24.8M +7% 0.94% 94.5% 445 30.79%
RWA
4184
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 2.08% 50.8% 149 10.74%
CSWG
4185
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 2.15% 67.3% 65 12.31%
BP
4186
BWM Planning
Texas
$379M +$4.88M +1% 2.79% 98 15.31%
NICM
4187
Neo Ivy Capital Management
New York
$379M -$254M -40% 3.24% 527 76.47%
KFS
4188
Kurt F. Somerville
$379M -$211M -36% 1.53% 92.9% 107 18.69%
CFG
4189
Carr Financial Group
Massachusetts
$379M +$2.86M +0.8% 1.29% 66.1% 200 19.5%
MLFP
4190
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 2.08% 66.9% 90 6.67%
FW
4191
Fairway Wealth
Ohio
$379M +$8.17M +2% 0.68% 272 43.01%
PIM
4192
Progressive Investment Management
Oregon
$379M -$39.2M -9% 4.17% 126% 63 20.63%
HFA
4193
Highland Financial Advisors
New Jersey
$379M +$18M +5% 2.22% 63.3% 73 17.81%
LFGO
4194
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 0.7% 58.7% 96 9.38%
MBFW
4195
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 0.21% 50% 304 7.24%
BFS
4196
Bare Financial Services
Pennsylvania
$378M +$18.8M +5% 0.63% 1,915 29.66%
AWC
4197
Adamsbrown Wealth Consultants
Kansas
$378M +$19.1M +5% 1.01% 55.8% 144 17.36%
IFS
4198
Ifrah Financial Services
Arkansas
$378M -$11.1M -3% 1.32% 61.7% 214 8.88%
VIP
4199
Vista Investment Partners
Oklahoma
$378M -$4.5M -1% 4.51% 184 18.48%
AFCM
4200
Alta Fox Capital Management
Texas
$378M -$87M -19% 1.24% 228% 16 62.5%