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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
SWA
4276
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 0.91% 93 9.68%
DCP
4277
Davern Capital Partners
New York
$365M +$55.2M +18% 3.11% 18 27.78%
SWM
4278
Sterling Wealth Management
Illinois
$364M +$13.7M +4% 1.04% 116 12.07%
TBWA
4279
Three Bridge Wealth Advisors
California
$364M -$15M -4% 3.27% 169% 93 10.75%
VBFP
4280
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.4M +5% 0.55% 33.4% 176 9.09%
RGC
4281
Roberts, Glore & Co
Illinois
$364M -$11.4M -3% 0.76% 59.4% 236 13.98%
EW
4282
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 1.09% 87.7% 88 9.09%
RBFC
4283
Roman Butler Fullerton & Co
Missouri
$364M -$17.7M -5% 0.54% 109% 289 16.26%
ACM
4284
Anfield Capital Management
California
$363M +$46.4M +15% 0.82% 65.2% 729 22.5%
MA
4285
Modus Advisors
Minnesota
$363M -$15.9M -4% 0.55% 69.8% 357 68.07%
IPA
4286
Investment Planning Advisors
Georgia
$363M +$19.7M +6% 1.01% 110 16.36%
AFA
4287
Amicus Financial Advisors
Texas
$363M +$4.4M +1% 0.58% 95 10.53%
CFP
4288
Cypress Financial Planning
New Jersey
$363M +$357K +0.1% 1.28% 37.9% 112 15.18%
VIA
4289
Virtus Investment Advisers
Connecticut
$363M -$5.41M -1% 5.04% 131% 495 15.96%
RC
4290
Reik & Co
New York
$363M -$1.04M -0.3% 1.67% 37.6% 56 0%
WI
4291
WBI Investments
New Jersey
$362M -$21.2M -6% 3.82% 74.4% 429 64.34%
HS
4292
HighVista Strategies
Massachusetts
$362M -$26.1M -7% 12.7% 518% 180 32.78%
RWM
4293
Revisor Wealth Management
Ohio
$362M -$11.4M -3% 1.58% 62.8% 360 17.5%
AAMA
4294
Advanced Asset Management Advisors
Ohio
$362M -$4.22M -1% 3.68% 82.5% 83 7.23%
SIAG
4295
Safeguard Investment Advisory Group
California
$362M -$28.9M -7% 1.97% 62.9% 158 15.82%
BHBT
4296
Burke & Herbert Bank & Trust
Virginia
$362M -$157K -0% 1.44% 52.7% 241 7.05%
CAP
4297
Cordoba Advisory Partners
New York
$362M -$42.8M -11% 1.57% 156 31.41%
WTFG
4298
Wood Tarver Financial Group
Idaho
$362M +$5.79M +2% 0.57% 159 7.55%
A6
4299
Anchor @ 65
Singapore
$362M -$72.3M -17% 12% 2 0%
EWM
4300
Elmwood Wealth Management
California
$362M +$45M +14% 1.24% 37.6% 191 17.28%