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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
HNWA
4401
Henrickson Nauta Wealth Advisors
Michigan
$410M +$54.1M +15% 11.7% 61.6% 121 14.88%
AWA
4402
Acorn Wealth Advisors
Michigan
$410M +$67.3M +20% 12.4% 53.6% 312 18.27%
SWA
4403
Strata Wealth Advisors
Texas
$410M +$45.4M +12% 11.3% 68.3% 103 21.36%
PFG
4404
Pinnacle Financial Group
Illinois
$410M +$44.9M +12% 9.46% 54.3% 119 8.4%
HWM
4405
HFR Wealth Management
New York
$410M +$2.34M +0.6% 4.37% 47.5% 53 7.55%
APWM
4406
Argonautica Private Wealth Management
Massachusetts
$409M +$79M +24% 42.6% 158% 204 21.08%
IFS
4407
Ifrah Financial Services
Arkansas
$409M +$31.2M +8% 16.4% 61.7% 226 16.81%
DI
4408
DKRT Investments
$409M +$14.7M +4% 1.14% 53 15.09%
RPA
4409
Rock Point Advisors
Vermont
$409M +$39.3M +11% 15.4% 82.8% 127 10.24%
RWA
4410
Rooted Wealth Advisors
Illinois
$408M +$29.3M +8% 12.6% 50.8% 159 15.72%
SA
4411
Sicart Associates
New York
$408M +$19.1M +5% 8.36% 99.1% 78 10.26%
TAS
4412
TIFF Advisory Services
Pennsylvania
$408M -$35.9M -8% 10.3% 85.9% 25 24%
PCP
4413
Polunin Capital Partners
United Kingdom
$407M +$22M +6% 37.7% 252% 22 40.91%
I
4414
InceptionR
California
$407M -$7.99M -2% 14.2% 62.9% 960 70.31%
EL
4415
EQ LLC
Washington
$407M +$52.2M +15% 17.1% 72.9% 88 17.05%
AFA
4416
Amicus Financial Advisors
Texas
$407M +$44M +12% 8.21% 99 13.13%
RFS
4417
Retirement Financial Solutions
Tennessee
$407M +$57M +16% 12.1% 50% 57 14.04%
PIM
4418
Platinum Investment Management
Australia
$407M +$9.99M +3% 30.8% 190% 99 24.24%
KHCM
4419
Kettle Hill Capital Management
New York
$406M +$7.26M +2% 13.7% 37.4% 60 66.67%
BDFN
4420
Bond & Devick Financial Network
Minnesota
$406M +$47.8M +13% 10.2% 41.2% 210 11.9%
WG
4421
Warner Group
Connecticut
$406M +$253M +165% 31.5% 130 40.77%
FC
4422
FCA Corp
Texas
$406M +$51.9M +15% 13.4% 57.4% 210 12.38%
TA
4423
Tactive Advisors
Florida
$406M +$51.3M +14% 22.4% 317 26.5%
ATI
4424
ARK & TLK Investments
Oklahoma
$406M +$36.4M +10% 12.7% 128 7.81%
WCM
4425
Whitefort Capital Management
New York
$406M +$66.6M +20% 25.8% 243% 22 22.73%