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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
FWP
4401
Falcon Wealth Planning
California
$205M +$26.3M +15% 5.37% 52.7% 56 8.93%
BWLSA
4402
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 39.6% 503% 26 26.92%
WIC
4403
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 8.06% 92.5% 35 2.86%
RIM
4404
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 5.69% 122% 70 31.43%
AIA
4405
AIMZ Investment Advisors
California
$204M +$13.4M +7% 6.86% 81.3% 111 4.5%
AAG
4406
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 1.49% 41.4% 10 0%
PWM
4407
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 10.2% 42.3% 102 20.59%
BMCM
4408
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.63M +0.8% 7.78% 71.4% 105 20.95%
DMBA
4409
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 3.04% 75.5% 4 0%
AFS
4410
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 6.27% 54.5% 87 27.59%
AICPI
4411
ABG Innovation Capital Partners III
Hong Kong
$204M +$33.7M +20% 5.97% 5.56% 8 25%
DSA
4412
Droms Strauss Advisors
Missouri
$204M +$30.9M +18% 6.85% 68.7% 50 20%
APW
4413
Acima Private Wealth
Virginia
$203M +$10.4M +5% 3.81% 45.2% 240 3.75%
PFT
4414
Providence First Trust
Arizona
$203M +$5.34M +3% 2.94% 64.1% 96 26.04%
AC
4415
Arjuna Capital
North Carolina
$203M +$22.7M +13% 8.54% 105% 109 22.02%
LA
4416
LFL Advisers
Illinois
$203M -$5.85M -3% 12.4% 83% 12 8.33%
IWP
4417
Insight Wealth Partners
Texas
$203M +$39.7M +24% 1.05% 63.2% 61 26.23%
FFA
4418
Founders Financial Alliance
North Carolina
$203M +$26.2M +15% 7.06% 84.9% 492 21.75%
OAJ
4419
Ogorek Anthony Joseph
New York
$203M +$16.3M +9% 3.61% 61.1% 216 20.83%
ISG
4420
Investment Security Group
Colorado
$203M +$11.6M +6% 6.61% 14 21.43%
EM
4421
Excalibur Management
Massachusetts
$203M +$16.6M +9% 6.26% 81.7% 161 14.29%
OWP
4422
Old Well Partners
North Carolina
$203M +$8.61M +4% 18.1% 97.8% 57 47.37%
HRC
4423
Hoertkorn Richard Charles
$203M +$20.8M +11% 11.5% 172% 84 4.76%
AAMC
4424
Asset Allocation & Management Company
Illinois
$202M +$47.2M +30% 3.73% 53.8% 63 7.94%
SP
4425
SCF Partners
Texas
$202M +$21.9M +12% 21.5% 2.1% 4 0%