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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
THWM
4226
Taylor Hoffman Wealth Management
Virginia
$232M +$13.6M +6% 6.71% 47.8% 136 12.5%
WH
4227
Whitcomb & Hess
Ohio
$232M 3.32% 49% 27
V
4228
ValueWorks
New York
$232M +$55.3M +31% 16.2% 110% 35 20%
LRIA
4229
Leonard Rickey Investment Advisors
Washington
$231M -$17.9M -7% 4.56% 55.9% 75 14.67%
AB
4230
Atlas Brown
Kentucky
$231M +$20.3M +10% 7.25% 102% 179 4.47%
AC
4231
Arjuna Capital
North Carolina
$231M +$28M +14% 8.56% 74.9% 135 35.56%
OBWG
4232
Onyx Bridge Wealth Group
New York
$231M +$31.6M +16% 5.07% 67.4% 151 37.09%
MUAMU
4233
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$231M +$5.09M +2% 10.8% 138% 90 21.11%
SIM
4234
Strategic Investment Management
Virginia
$231M -$12.3M -5% 5.58% 53.3% 12 16.67%
TF
4235
TRH Financial
Iowa
$231M +$34.3M +17% 6.44% 81 16.05%
SSWG
4236
Seven Springs Wealth Group
Tennessee
$231M +$18.8M +9% 2.98% 56.4% 149 59.73%
HH
4237
HWG Holdings
Texas
$231M +$30.2M +15% 12% 144 33.33%
BRA
4238
Biechele Royce Advisors
Indiana
$231M +$32.2M +16% 5.16% 39.2% 50 12%
BAM
4239
Baldrige Asset Management
Pennsylvania
$231M +$47.9M +26% 6.23% 43.5% 355 76.06%
WFG
4240
Wills Financial Group
Virginia
$231M +$24.9M +12% 7.51% 51.7% 72 22.22%
CAG
4241
Curtis Advisory Group
California
$231M +$4.97M +2% 8.09% 61.6% 76 6.58%
EA
4242
Evergreen Advisors
Tennessee
$231M -$30.4M -12% 4.73% 14 7.14%
RCM
4243
Rutabaga Capital Management
Massachusetts
$230M +$12.8M +6% 6.86% 57% 52 5.77%
MG
4244
MilWealth Group
Wisconsin
$230M +$21.8M +10% 4.18% 29.9% 66 15.15%
AFWM
4245
AMJ Financial Wealth Management
Virginia
$230M +$22.8M +11% 10.5% 150% 105 36.19%
AWM
4246
Atticus Wealth Management
Florida
$230M +$19.8M +9% 6.79% 63.8% 403 16.13%
SHI
4247
SV Health Investors
Massachusetts
$230M -$37.4M -14% 10.5% 97.4% 8 12.5%
DC
4248
DeDora Capital
California
$229M +$18.1M +9% 9.59% 81.7% 99 5.05%
OPW
4249
Oxler Private Wealth
New York
$229M +$32M +16% 8.15% 87.3% 128 10.16%
PCFFS
4250
Pacific Center for Financial Services
California
$229M +$20.2M +10% 7.87% 43.4% 360 5%