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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
HWMO
4376
Heritage Wealth Management (Ohio)
Ohio
$360M +$19M +6% 3.48% 271 13.28%
BFS
4377
Bare Financial Services
Pennsylvania
$360M +$24.7M +7% 1.51% 1,724 30.39%
FAM
4378
Fulcrum Asset Management
United Kingdom
$359M -$1.28M -0.4% 4.59% 183 4.37%
ECA
4379
Endeavour Capital Advisors
Connecticut
$359M +$28.8M +9% 7.25% 72% 37 10.81%
SWA
4380
Strata Wealth Advisors
Texas
$359M -$19.4M -5% 2.19% 104 17.31%
HC
4381
Headland Capital
South Carolina
$359M +$3.06M +0.9% 1.24% 77 19.48%
AWC
4382
Adamsbrown Wealth Consultants
Kansas
$359M -$3.77M -1% 2.05% 55.8% 127 11.02%
RBWA
4383
RFG - Bristol Wealth Advisors
Massachusetts
$359M +$12.7M +4% 2.25% 184 10.33%
MAM
4384
Montanaro Asset Management
United Kingdom
$359M -$41.6M -10% 4.35% 37.4% 43 9.3%
SWM
4385
SK Wealth Management
Rhode Island
$359M +$90.5M +34% 2.84% 90 20%
AFA
4386
Amicus Financial Advisors
Texas
$359M 0.91% 90
PC
4387
ParaFi Capital
New York
$358M -$103M -22% 25.2% 19 42.11%
WEG
4388
World Equity Group
Illinois
$358M -$82.3M -19% 3.28% 99% 394 29.19%
AA
4389
Argent Advisors
Louisiana
$358M +$19.1M +6% 3.8% 51.7% 178 12.92%
MKC
4390
M. Kraus & Co
Vermont
$358M +$17.6K +0% 3.18% 51.8% 85 4.71%
TA
4391
TFB Advisors
Kansas
$358M +$14.5M +4% 2.08% 62.4% 323 9.6%
CWG
4392
Crown Wealth Group
North Carolina
$358M +$25.1M +8% 2.87% 86.2% 152 22.37%
EW
4393
Evexia Wealth
Wisconsin
$358M +$23.8M +7% 5% 87.7% 94 27.66%
CIC
4394
Chase Investment Counsel
Virginia
$358M +$20M +6% 9.9% 262% 156 32.05%
BAMG
4395
Brand Asset Management Group
Missouri
$358M +$2.11M +0.6% 1.75% 56.7% 188 21.28%
TFA
4396
Trinity Financial Advisors
Ohio
$358M +$11.3M +3% 2.66% 69.5% 105 12.38%
VST
4397
Van Strum & Towne
California
$358M +$17.1M +5% 3.36% 50.9% 116 6.9%
LW
4398
Libra Wealth
California
$357M +$24.4M +7% 1.09% 49.3% 72 12.5%
MIM
4399
Martin Investment Management
Florida
$357M -$36.1M -9% 4.55% 44.7% 54 14.81%
DKAM
4400
Drummond Knight Asset Management
Australia
$357M +$30.6M +9% 26.9% 15 46.67%