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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
BWM
4351
BigSur Wealth Management
Florida
$356M -$55.8M -14% 2% 83.1% 172 12.21%
HNWA
4352
Henrickson Nauta Wealth Advisors
Michigan
$356M -$321M -47% 1.61% 61.6% 128 24.22%
AWP
4353
Accretive Wealth Partners
New Jersey
$356M +$18.9M +6% 0.97% 57.3% 184 19.02%
SFP
4354
Sandbox Financial Partners
Maryland
$356M -$5.76M -2% 4.37% 69.6% 129 13.95%
PWAC
4355
Private Wealth Advisors (California)
California
$356M +$42.6M +14% 3.95% 63.6% 109 29.36%
SWM
4356
Seaside Wealth Management
California
$356M +$5.05M +1% 0.13% 53.4% 66 6.06%
OFA
4357
Oak Family Advisors
Illinois
$355M -$9.01M -2% 0.56% 83.5% 132 28.03%
WKWM
4358
Walter & Keenan Wealth Management
Indiana
$355M -$17.9M -5% 2.53% 92% 162 8.02%
CYG
4359
Clean Yield Group
Vermont
$355M -$5.01M -1% 1.5% 65% 419 10.5%
EL
4360
EQ LLC
Washington
$355M +$8.17M +2% 1.67% 72.9% 79 8.86%
HC
4361
Headland Capital
South Carolina
$355M -$4.34M -1% 0.76% 71 18.31%
SACTSONJ
4362
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M -$32M -8% 1.76% 147% 372 63.71%
LW
4363
Libra Wealth
California
$355M -$2.6M -0.7% 1.51% 58.2% 69 7.25%
WCM
4364
Windsor Capital Management
Arizona
$355M -$7.45M -2% 0.55% 46.1% 127 7.87%
SWA
4365
ShankerValleau Wealth Advisors
Illinois
$355M -$14.2M -4% 2.44% 56.3% 41 4.88%
TA
4366
Tactive Advisors
Florida
$355M +$13.3M +4% 2.15% 293 21.5%
ACM
4367
Avalon Capital Management
California
$354M -$63.7M -15% 4.48% 151% 151 27.15%
CMP
4368
Courage Miller Partners
Virginia
$354M +$22.2M +7% 1.16% 40.3% 93 10.75%
FC
4369
FCA Corp
Texas
$354M -$172K -0% 1.17% 57.4% 205 11.22%
WAM
4370
Wilson Asset Management
Australia
$354M -$35.6M -9% 4.85% 60.7% 48 22.92%
SCA
4371
Strathmore Capital Advisors
North Carolina
$354M +$48.8M +16% 0.02% 142 23.24%
FAP
4372
Financial Advisory Partners
Florida
$354M -$954K -0.3% 0.35% 46.7% 67 2.99%
PFA
4373
Pathway Financial Advisers
Indiana
$354M +$8.6M +2% 3.88% 82.4% 175 13.14%
BWCS
4374
Beirne Wealth Consulting Services
Connecticut
$354M +$8.3M +2% 0.9% 75.4% 111 9.91%
FWC
4375
First Washington Corp
Washington
$353M -$32.6M -8% 2.56% 142% 59 16.95%