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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
4251
Strategic Family Wealth Counselors
New Jersey
$194M +$15.7M +9% 17.8% 60.6% 86 13.95%
FLI
4252
Family Legacy Inc
South Carolina
$194M +$16.7M +9% 11.1% 69.1% 116 6.9%
BWM
4253
Biltmore Wealth Management
Arizona
$194M +$21.1M +12% 7.48% 55.6% 47 8.51%
VIM
4254
VCU Investment Management
Virginia
$194M -$14.9M -7% 6.42% 10 30%
SSWG
4255
Seven Springs Wealth Group
Tennessee
$193M +$34.4M +22% 12.5% 56.4% 280 54.29%
AB
4256
Atlas Brown
Kentucky
$193M +$24.3M +14% 13.5% 102% 164 10.37%
MA
4257
Modus Advisors
Minnesota
$193M +$19.3M +11% 10.3% 69.8% 88 12.5%
OFA
4258
Oak Family Advisors
Illinois
$193M 15.8% 83.5% 96
HCA
4259
Horan Capital Advisors
Ohio
$193M +$16.5M +9% 13.4% 26.6% 307 72.96%
FLA
4260
Financial Life Advisors
Texas
$193M +$2.21M +1% 9.52% 42.7% 51 7.84%
PHAM
4261
Palisades Hudson Asset Management
Florida
$193M +$38.2M +25% 19.6% 53.9% 109 15.6%
APW
4262
Acima Private Wealth
Virginia
$193M +$27.3M +16% 13.2% 45.2% 243 10.29%
TWA
4263
Tillar-Wenstrup Advisors
Ohio
$193M +$20.6M +12% 10.2% 27.4% 39 23.08%
HAFS
4264
Hapanowicz & Associates Financial Services
Pennsylvania
$193M +$22.9M +13% 10% 58.5% 36 19.44%
SVP
4265
Strategic Value Partners
Connecticut
$193M +$68.8M +55% 14.7% 4 50%
AAM
4266
Augustine Asset Management
Florida
$193M +$22.6M +13% 17.7% 344% 88 11.36%
IBOK
4267
Independence Bank of Kentucky
Kentucky
$193M +$16.9M +10% 11.3% 80.6% 389 8.74%
DCM
4268
Disciplina Capital Management
Tennessee
$193M +$37.5M +24% 9.02% 23.9% 47 65.96%
JSAM
4269
J. Safra Asset Management
New York
$193M +$20.1M +12% 13.4% 68.9% 32 53.13%
SAM
4270
Socorro Asset Management
Texas
$193M 11.9% 38.8% 33
BW
4271
Browning West
California
$193M 31.6% 94.4% 2
BWM
4272
BCS Wealth Management
Tennessee
$193M +$15.7M +9% 10% 46.7% 152 20.39%
HF
4273
Halpern Financial
Virginia
$192M +$23.1M +14% 13.1% 26.3% 217 11.52%
ACG
4274
Aventail Capital Group
New York
$192M 893% 147% 56
PEA
4275
Pacific Edge Advisors
California
$192M +$18.4M +11% 13.9% 31.3% 38 7.89%