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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
NIA
4326
NIA Impact Advisors
California
$301M +$22.9M +8% 9.82% 110 7.27%
DC
4327
Defender Capital
North Carolina
$301M +$8.46M +3% 9.98% 83.5% 38 15.79%
AWM
4328
Abound Wealth Management
Tennessee
$301M +$29.9M +11% 7.3% 58.6% 1,363 19.08%
FAP
4329
Financial Advisory Partners
Florida
$301M +$33.7M +13% 7.27% 46.7% 71 11.27%
HCA
4330
Horan Capital Advisors
Ohio
$301M +$16.4M +6% 7.1% 26.6% 120 5.83%
OWP
4331
ORG Wealth Partners
Texas
$301M 19.3% 479
BE
4332
Bonness Enterprises
District of Columbia
$301M +$27.5M +10% 13.5% 94.6% 37 0%
DA
4333
Detalus Advisors
Missouri
$301M +$9.13M +3% 6.61% 67.9% 163 12.88%
TAS
4334
TIFF Advisory Services
Pennsylvania
$301M +$10.8M +4% 4.46% 85.9% 26 30.77%
FLI
4335
Family Legacy Inc
South Carolina
$301M +$21.5M +8% 7.53% 87.8% 123 3.25%
WMWM
4336
Whitaker-Myers Wealth Managers
Ohio
$301M +$29.9M +11% 7.2% 69.5% 116 23.28%
LCGC
4337
Legacy Capital Group California
California
$301M +$23.3M +8% 6.83% 129% 360 28.06%
NCM
4338
Neumann Capital Management
California
$301M +$9.58M +3% 6.84% 79.4% 103 6.8%
S
4339
Syntrinsic
Colorado
$301M -$590K -0.2% 6.77% 86 18.6%
JCA
4340
Juniper Capital Advisors
Texas
$301M -$51.6M -15% 14.7% 1 0%
FWM
4341
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 6.91% 44.6% 67 10.45%
CIC
4342
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 10.2% 350% 143 28.67%
TJHA
4343
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 3.55% 17.7% 253 44.66%
DW
4344
Dodds Wealth
Colorado
$300M +$43.8M +17% 5.55% 59 5.08%
BFWA
4345
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 5.94% 70.6% 105 19.05%
TCOT
4346
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 7.7% 6 0%
PMA
4347
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 6.7% 82.8% 195 17.44%
F
4348
FIFTHDELTA
United Kingdom
$300M -$160M -35% 2.72% 16.6% 16 56.25%
SL
4349
SWF LLC
Nebraska
$300M +$34.7M +13% 13.1% 87.4% 2 0%
EFP
4350
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 6.01% 252 14.68%