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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
RWA
4226
Roberts Wealth Advisors
California
$348M +$23.6M +7% 9.3% 73.2% 100 7%
PWC
4227
PYA Waltman Capital
Tennessee
$347M +$29.3M +9% 5.18% 62.4% 78 6.41%
MCA
4228
MSH Capital Advisors
Arizona
$347M +$23.7M +7% 6.55% 66.5% 252 12.3%
VIP
4229
Vista Investment Partners
Oklahoma
$347M +$18.7M +6% 9.75% 165 12.73%
SFG
4230
Snider Financial Group
Washington
$347M +$38.9M +13% 11.5% 73.7% 121 13.22%
PP
4231
Prosperity Planning
Missouri
$347M +$27.2M +9% 6.55% 40.5% 106 1.89%
CSWG
4232
Cardinal Strategic Wealth Guidance
Kentucky
$347M +$33.6M +11% 10.5% 67.3% 66 9.09%
EFMC
4233
Empire Financial Management Company
New York
$347M +$23M +7% 8.6% 78.3% 208 11.06%
AIC
4234
Ayalon Insurance Company
Israel
$346M +$36.6M +12% 11.8% 89.3% 59 3.39%
LCM
4235
Lynx1 Capital Management
Puerto Rico
$346M +$66.9M +24% 22% 883% 15 6.67%
YAG
4236
Yorkville Advisors Global
New Jersey
$346M 17.5% 22
TI
4237
tru Independence
Oregon
$346M +$23.6M +7% 5.59% 55.7% 121 9.92%
KFG
4238
Kelly Financial Group
Connecticut
$346M +$25.6M +8% 6.8% 89 15.73%
DF
4239
Dunhill Financial
United Kingdom
$345M +$125M +57% 8.95% 58.6% 1,147 29.12%
RH
4240
RFG Holdings
Texas
$345M +$37.7M +12% 12.4% 72.3% 63 12.7%
BAM
4241
BOCHK Asset Management
Hong Kong
$345M +$167M +94% 13.4% 72 56.94%
DA
4242
Detalus Advisors
Missouri
$345M +$26.6M +8% 9.19% 67.9% 180 15%
GA
4243
GSG Advisors
New Jersey
$345M +$40.4M +13% 9.48% 88% 122 10.66%
IAA
4244
Ironsides Asset Advisors
North Carolina
$345M +$3.99M +1% 5.77% 44.9% 70 12.86%
BHWM
4245
Bay Harbor Wealth Management
Maryland
$345M +$28.6M +9% 7.91% 47.9% 1,315 15.51%
AWC
4246
Adamsbrown Wealth Consultants
Kansas
$345M +$26.4M +8% 6.11% 55.8% 113 15.04%
AC
4247
Alfreton Capital
United Kingdom
$345M +$29.7M +9% 17.8% 22.2% 6 16.67%
UWM
4248
United Wealth Management
Virginia
$344M +$25.1M +8% 6.81% 24 12.5%
CC
4249
Cypress Capital
Tennessee
$344M -$2.58M -0.7% 4.22% 39.8% 89 11.24%
DL
4250
DOHJ LLC
Washington
$344M -$93.6M -21% 6.71% 51.5% 174 32.18%