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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
RBWA
4351
RFG - Bristol Wealth Advisors
Massachusetts
$322M +$24.1M +8% 9.84% 188 17.55%
WHGC
4352
Wealth High Governance Capital
Brazil
$322M +$169M +111% 37% 424% 44 65.91%
AFGI4KRSP
4353
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$322M -$21.5M -6% 3.91% 5.11% 1 0%
RW
4354
Regimen Wealth
Georgia
$322M +$11M +4% 4.42% 28.5% 78 21.79%
BWM
4355
Brown Wealth Management
Illinois
$322M +$31.2M +11% 7.78% 44.4% 104 16.35%
BMWM
4356
Brown Miller Wealth Management
Virginia
$322M +$32.9M +11% 13.7% 102% 197 12.69%
LFA
4357
Level Financial Advisors
New York
$321M +$27.2M +9% 6.1% 41.5% 91 7.69%
PCM
4358
Passive Capital Management
Maryland
$321M +$5.61M +2% 5.15% 28.1% 84 3.57%
BPIA
4359
Broad Peak Investment Advisers
Singapore
$321M +$172M +116% 39.6% 14 78.57%
FWM
4360
ForthRight Wealth Management
Georgia
$321M +$21.8M +7% 5.16% 36.6% 71 16.9%
DP
4361
Denver PWM
Colorado
$321M +$42.8M +15% 6.25% 36.2% 80 15%
CL
4362
CLG LLC
California
$321M +$32.4M +11% 5.7% 136 18.38%
PAA
4363
Peregrine Asset Advisers
Oregon
$321M +$53.2M +20% 18.1% 163% 178 15.17%
MC
4364
Muhlenkamp & Co
Pennsylvania
$320M +$14.8M +5% 9.86% 121% 27 7.41%
NFP
4365
Narus Financial Partners
Utah
$320M +$26.4M +9% 10.4% 88.9% 168 17.86%
ACM
4366
Arcataur Capital Management
Wisconsin
$320M +$26.6M +9% 8.54% 60% 102 5.88%
FMTCOCP
4367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$320M +$37.4M +13% 8.03% 60.9% 422 23.7%
TCMP
4368
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319M +$152M +91% 5.85% 43.2% 193 53.37%
SIC
4369
Shoker Investment Counsel
Ohio
$319M +$23.1M +8% 7.8% 58.5% 112 8.04%
CSB
4370
City State Bank
Iowa
$319M +$15.6M +5% 6.21% 72.5% 766 4.05%
SEEDPG
4371
S.E.E.D. Planning Group
New York
$319M +$22.2M +7% 6.23% 50.4% 76 10.53%
SMG
4372
Smart Money Group
Texas
$319M +$24.8M +8% 8.31% 58.9% 81 13.58%
SW
4373
SMART Wealth
Nebraska
$319M +$39.8M +14% 8.78% 52.3% 197 37.06%
CWM
4374
Concentrum Wealth Management
California
$319M +$48.9M +18% 22.2% 145% 83 20.48%
VBFP
4375
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 4.58% 33.4% 161 13.66%