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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
HS
4301
HighVista Strategies
Massachusetts
$362M -$26.1M -7% 12.7% 622% 180 32.78%
RWM
4302
Revisor Wealth Management
Ohio
$362M -$11.4M -3% 1.58% 62.8% 360 17.5%
AAMA
4303
Advanced Asset Management Advisors
Ohio
$362M -$4.22M -1% 3.68% 82.5% 83 7.23%
SIAG
4304
Safeguard Investment Advisory Group
California
$362M -$28.9M -7% 1.97% 84.3% 158 15.82%
BHBT
4305
Burke & Herbert Bank & Trust
Virginia
$362M -$157K -0% 1.44% 67.8% 241 7.05%
CAP
4306
Cordoba Advisory Partners
New York
$362M -$42.8M -11% 1.57% 156 31.41%
WTFG
4307
Wood Tarver Financial Group
Idaho
$362M +$5.79M +2% 0.57% 159 7.55%
A6
4308
Anchor @ 65
Singapore
$362M -$72.3M -17% 12% 2 0%
EWM
4309
Elmwood Wealth Management
California
$362M +$45M +14% 1.24% 37.6% 191 17.28%
XWM
4310
Xcel Wealth Management
Florida
$362M -$31.6M -8% 5.08% 93.7% 149 14.09%
DF
4311
Donoghue Forlines
Massachusetts
$361M +$38M +12% 8.86% 199% 161 56.52%
DAS
4312
Daybright Advisory Services
Florida
$361M -$13.5M -4% 3.63% 141 11.35%
BFWA
4313
Benchmark Financial Wealth Advisors
Florida
$361M +$12.7M +4% 1.18% 70.6% 142 17.61%
PI
4314
Pennant Investors
New Jersey
$361M -$56.9M -14% 10.1% 372% 18 11.11%
OFP
4315
OLIO Financial Planning
Virginia
$361M +$4.47M +1% 0.04% 47.8% 73 4.11%
BCC
4316
Bridge City Capital
Oregon
$361M +$20.6M +6% 7.84% 120% 114 10.53%
PPG
4317
Peak Planning Group
Colorado
$361M +$4.15M +1% 1.91% 105% 123 4.88%
VWM
4318
VCI Wealth Management
Missouri
$361M +$1.03M +0.3% 1.06% 137 30.66%
PWC
4319
PYA Waltman Capital
Tennessee
$361M -$11.5M -3% 5.41% 60.6% 75 10.67%
DWAM
4320
Duncan Williams Asset Management
Tennessee
$361M -$41.8M -10% 1.57% 176 15.91%
MCM
4321
Monimus Capital Management
New Jersey
$361M +$209M +138% 11.2% 71 42.25%
PWM
4322
Proathlete Wealth Management
Florida
$361M -$6.2M -2% 3.17% 320 9.06%
SWM
4323
SK Wealth Management
Rhode Island
$360M +$1.79M +0.5% 2.11% 80 5%
RA
4324
RR Advisors
Texas
$360M +$40.6M +13% 27.2% 115% 29 10.34%
TWD
4325
True Wealth Design
Ohio
$360M +$19.3M +6% 1.34% 53% 2,839 14.93%