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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
HWMG
4276
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 1.29% 55.8% 119 5.88%
YRHAM
4277
Yong Rong (HK) Asset Management
Hong Kong
$291M -$84.5M -22% 16.6% 2,310% 26 57.69%
NCM
4278
Neumann Capital Management
California
$291M +$10.5M +4% 5.11% 79.4% 101 5.94%
FIBT
4279
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 0.28% 38.6% 76 15.79%
PTP
4280
Platform Technology Partners
New York
$291M 4.91% 227
RW
4281
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 0.07% 34.4% 73 27.4%
SWA
4282
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 2.2% 68.3% 84 21.43%
AM
4283
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 2.34% 79.1% 81 9.88%
MSCM
4284
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 4.27% 86.3% 103 18.45%
GSIAS
4285
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 3.77% 94% 285 23.51%
TAS
4286
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 5.82% 85.9% 27 29.63%
BZWA
4287
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 1.97% 78.3% 94 13.83%
LL
4288
LPWM LLC
Minnesota
$290M +$17.3M +6% 1.84% 54.3% 79 11.39%
HAC
4289
Harbor Advisory Corp
New Hampshire
$290M -$4.23M -1% 1.18% 63.2% 89 8.99%
HSG
4290
Helen Stephens Group
Texas
$289M +$30.2M +12% 1.72% 49.5% 85 16.47%
WTFG
4291
Wells Trecaso Financial Group
Ohio
$289M +$6.11M +2% 3.36% 108% 94 5.32%
KLCM
4292
KG&L Capital Management
Louisiana
$289M +$37.3M +15% 3.03% 84.2% 197 19.8%
TA
4293
Teramo Advisors
Florida
$289M +$31.4M +12% 2.89% 62.5% 10 30%
BWM
4294
BCGM Wealth Management
Indiana
$289M +$10.1M +4% 1.86% 54.9% 154 8.44%
KCG
4295
Kinsale Capital Group
Virginia
$289M +$35.5M +14% 2.22% 70.9% 36 8.33%
M2MC
4296
Matthew 25 Management Corp
Pennsylvania
$288M -$5.68M -2% 5.95% 141% 24 25%
TCWM
4297
Total Clarity Wealth Management
Illinois
$288M +$624K +0.2% 1.3% 69.7% 294 24.49%
WCP
4298
Wick Capital Partners
Pennsylvania
$288M +$185M +180% 2.5% 60% 82 53.66%
OAJ
4299
Ogorek Anthony Joseph
New York
$288M -$68K -0% 2.96% 61.1% 287 6.62%
AA
4300
AlphaMark Advisors
Kentucky
$288M +$3.3M +1% 1.26% 26.4% 876 27.28%