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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
4326
Hurlow Wealth Management Group
Indiana
$230M -$4.2M -2% 3.89% 55.8% 112 9.82%
SIAG
4327
Safeguard Investment Advisory Group
California
$230M -$4.98M -2% 3.78% 84.3% 105 10.48%
QFA
4328
Quattro Financial Advisors
Texas
$230M -$22.1M -9% 3.82% 61.8% 95 27.37%
CPIA
4329
Cornell Pochily Investment Advisors
New York
$230M -$13.6M -6% 3.12% 83.7% 177 11.3%
EFMC
4330
Empire Financial Management Company
New York
$229M -$21.7M -9% 2.82% 78.3% 200 11%
AA
4331
Altrafin AG
$229M +$6.63M +3% 3.52% 97.6% 75 16%
NCM
4332
Neumann Capital Management
California
$229M -$12.1M -5% 3.97% 79.4% 93 1.08%
CFP
4333
Curran Financial Partners
South Carolina
$229M -$752K -0.3% 2.88% 49.4% 90 27.78%
WIC
4334
WealthBridge Investment Counsel
Alberta, Canada
$229M -$8.2M -3% 2.88% 92.5% 43 2.33%
MA
4335
Modus Advisors
Minnesota
$229M -$3.64M -2% 2.08% 89.5% 102 6.86%
WWG
4336
West Wealth Group
California
$229M -$7.23M -3% 4.01% 71.2% 85 23.53%
FFA
4337
Founders Financial Alliance
North Carolina
$229M -$25.1M -10% 3.77% 84.9% 523 12.05%
BWAM
4338
Boyd Watterson Asset Management
Ohio
$229M -$22.5M -9% 2.23% 101% 427 2.58%
FC
4339
Fore Capital
New York
$229M +$9.48M +4% 0.27% 25.4% 40 37.5%
LWA
4340
LWS Wealth Advisors
New Jersey
$229M -$8.62M -4% 3.57% 8.87% 61 11.48%
MPAM
4341
Murphy Pohlad Asset Management
Minnesota
$228M -$4.14M -2% 0.62% 75.1% 115 4.35%
GL
4342
Gemsstock Ltd
United Kingdom
$228M +$79.8M +54% 0.86% 149% 9 22.22%
FDS
4343
Freedom Day Solutions
Texas
$228M +$2.91M +1% 0.78% 84.6% 108 20.37%
BZWA
4344
Blue Zone Wealth Advisors
California
$228M +$11.2M +5% 2.11% 78.3% 84 9.52%
HPC
4345
Highland Peak Capital
Connecticut
$228M +$1.19M +0.5% 2.17% 260% 29 44.83%
VIM
4346
VELA Investment Management
Ohio
$228M +$11M +5% 0.38% 56.8% 150 18.67%
EC
4347
EJF Capital
Virginia
$228M +$8.53M +4% 9.52% 127% 104 19.23%
NICM
4348
Neo Ivy Capital Management
New York
$228M +$37.8M +20% 6.06% 490 80.61%
OWM
4349
OneAscent Wealth Management
Alabama
$228M +$15.2M +7% 3.28% 50.6% 184 60.87%
RWA
4350
Roberts Wealth Advisors
California
$227M -$11.6K -0% 2.48% 73.2% 90 6.67%