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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
FLA
4301
Financial Life Advisors
Texas
$232M +$17.4M +8% 4.72% 42.7% 56 7.14%
OCP
4302
Oakcliff Capital Partners
New York
$232M +$21.3M +10% 12.2% 133% 10 0%
CAM
4303
Connacht Asset Management
New York
$232M -$220M -49% 2.99% 63.8% 175 68%
THWM
4304
Taylor Hoffman Wealth Management
Virginia
$232M +$13.6M +6% 6.71% 47.8% 136 12.5%
WH
4305
Whitcomb & Hess
Ohio
$232M 3.32% 49% 27
V
4306
ValueWorks
New York
$232M +$55.3M +31% 16.2% 190% 35 20%
LRIA
4307
Leonard Rickey Investment Advisors
Washington
$231M -$17.9M -7% 4.56% 55.9% 75 14.67%
AB
4308
Atlas Brown
Kentucky
$231M +$20.3M +10% 7.25% 102% 179 4.47%
AC
4309
Arjuna Capital
North Carolina
$231M +$28M +14% 8.56% 105% 135 35.56%
OBWG
4310
Onyx Bridge Wealth Group
New York
$231M +$31.6M +16% 5.07% 67.4% 151 37.09%
MUAMU
4311
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$231M +$5.09M +2% 10.8% 138% 90 21.11%
SIM
4312
Strategic Investment Management
Virginia
$231M -$12.3M -5% 5.58% 53.3% 12 16.67%
TF
4313
TRH Financial
Iowa
$231M +$34.3M +17% 6.44% 81 16.05%
SSWG
4314
Seven Springs Wealth Group
Tennessee
$231M +$18.8M +9% 2.98% 59.2% 149 59.73%
HH
4315
HWG Holdings
Texas
$231M +$30.2M +15% 12% 144 33.33%
BRA
4316
Biechele Royce Advisors
Indiana
$231M +$32.2M +16% 5.16% 39.2% 50 12%
DFCM
4317
Dark Forest Capital Management
Puerto Rico
$231M 1.9% 63% 830
BAM
4318
Baldrige Asset Management
Pennsylvania
$231M +$47.9M +26% 6.23% 43.5% 355 76.06%
WFG
4319
Wills Financial Group
Virginia
$231M +$24.9M +12% 7.51% 57.5% 72 22.22%
CAG
4320
Curtis Advisory Group
California
$231M +$4.97M +2% 8.09% 67.6% 76 6.58%
EA
4321
Evergreen Advisors
Tennessee
$231M -$30.4M -12% 4.73% 14 7.14%
RCM
4322
Rutabaga Capital Management
Massachusetts
$230M +$12.8M +6% 6.86% 57% 52 5.77%
MG
4323
MilWealth Group
Wisconsin
$230M +$21.8M +10% 4.18% 36.8% 66 15.15%
AFWM
4324
AMJ Financial Wealth Management
Virginia
$230M +$22.8M +11% 10.5% 167% 105 36.19%
AWM
4325
Atticus Wealth Management
Florida
$230M +$19.8M +9% 6.79% 63.8% 403 16.13%