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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
GFG
4376
Greystone Financial Group
Michigan
$353M -$287M -45% 0.14% 64.8% 100 25%
OBGC
4377
O'Brien Greene & Co
Pennsylvania
$353M +$16.5M +5% 10.1% 81.4% 147 17.01%
BL
4378
BCWM LLC
Kansas
$353M +$18.8M +6% 5.26% 62 17.74%
BFS
4379
BridgePort Financial Solutions
Iowa
$353M -$19.4M -5% 1.73% 253 13.83%
FWM
4380
ForthRight Wealth Management
Georgia
$353M +$4.68M +1% 0.75% 44.6% 77 10.39%
SC
4381
Stolper & Co
Oklahoma
$352M +$13M +4% 3.18% 70.5% 92 3.26%
MCMU
4382
MIC Capital Management (UK)
United Kingdom
$352M -$88.8M -20% 9.86% 67.2% 15 20%
EC
4383
Elmind Capital
New York
$352M +$13.4M +4% 12.8% 36 11.11%
PIC
4384
PCJ Investment Counsel
Ontario, Canada
$352M -$52.2M -13% 7.46% 164% 72 33.33%
BMWM
4385
Brown Miller Wealth Management
Virginia
$352M -$10.1M -3% 2.55% 102% 205 12.68%
ACA
4386
Acorn Capital Advisors
New York
$352M +$56.7M +19% 20.6% 23 13.04%
VR
4387
Vision Retirement
New Jersey
$352M -$21.5M -6% 3.86% 695 20.72%
HIA
4388
HTG Investment Advisors
Connecticut
$352M +$26.1M +8% 0.78% 57.4% 87 13.79%
ES
4389
Enavate Sciences
California
$352M -$155M -31% 17.4% 7 0%
CC
4390
Cypress Capital
Tennessee
$351M -$5.67M -2% 0.3% 39.8% 101 12.87%
CGFA
4391
Colton Groome Financial Advisors
North Carolina
$351M +$2.4M +0.7% 1.19% 59.3% 145 11.03%
AW
4392
Alaethes Wealth
Nevada
$351M -$4.06M -1% 0.57% 80.5% 131 17.56%
TFA
4393
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 1.26% 69.5% 97 10.31%
LWMM
4394
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 4.95% 89.1% 115 20.87%
FFO
4395
Fiduciary Family Office
Florida
$351M +$2.96M +0.9% 3.05% 201 19.9%
PC
4396
PhiloSmith Capital
Connecticut
$351M -$13M -4% 4.95% 54% 23 4.35%
SMC
4397
Spider Management Company
Virginia
$351M +$126M +56% 0.38% 6 66.67%
SC
4398
Steph & Co
Wisconsin
$351M +$3.58M +1% 0.73% 56.8% 323 10.84%
HA
4399
Hamel Associates
New Jersey
$351M +$18.8M +6% 7.83% 50.6% 85 11.76%
UB
4400
Umpqua Bank
Oregon
$350M -$9.57M -3% 0.2% 162 7.41%