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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
RWI
4501
Red Wave Investments
Pennsylvania
$394M +$58.8M +18% 13.2% 58% 126 14.29%
IWN
4502
Independent Wealth Network
Iowa
$393M +$56.6M +17% 15.1% 75.1% 362 22.93%
NI
4503
NFC Investments
Tennessee
$393M +$34M +9% 11.4% 43 4.65%
CWG
4504
Crown Wealth Group
North Carolina
$393M +$52.5M +15% 16.9% 86.2% 160 15.63%
BFS
4505
BridgePort Financial Solutions
Iowa
$393M +$40.1M +11% 12.5% 259 18.15%
SFG
4506
Snider Financial Group
Washington
$393M +$61.4M +19% 16.3% 73.7% 117 24.79%
SA
4507
SRH Advisors
Kansas
$392M +$43M +12% 12.1% 51% 286 6.29%
SFG
4508
Southern Financial Group
Alabama
$392M +$33.9M +9% 9.8% 97 8.25%
OE
4509
OFS Enterprise
Nebraska
$392M +$51.5M +15% 14.3% 107 13.08%
KFG
4510
Kingdom Financial Group
Arizona
$391M +$42.1M +12% 14.1% 46.2% 989 26.9%
PFPGI
4511
Patriot Financial Partners GP II
Pennsylvania
$391M +$2.93M +0.8% 16.5% 12 0%
LW
4512
Libra Wealth
California
$391M +$36.4M +10% 11.2% 58.2% 72 11.11%
OFA
4513
Oak Family Advisors
Illinois
$391M +$35.8M +10% 12.6% 83.5% 130 25.38%
PWAC
4514
Private Wealth Advisors (California)
California
$391M +$35.3M +10% 8.03% 63.6% 111 28.83%
SHFA
4515
SS&H Financial Advisors
Michigan
$391M 30.6% 130
FWM
4516
ForthRight Wealth Management
Georgia
$391M +$38.4M +11% 9.9% 44.6% 82 15.85%
AIM
4517
Access Investment Management
Georgia
$391M +$15M +4% 15.3% 163 15.34%
LC
4518
Legacy CG
Texas
$391M +$30.6M +8% 13.9% 61.2% 52 26.92%
DAL
4519
Delta Air Lines
Georgia
$391M +$12.8M +3% 5.06% 5.3% 3 0%
FAFC
4520
First American Financial Corporation
California
$390M +$20.6M +6% 13% 3 0%
WFA
4521
Websterrogers Financial Advisors
South Carolina
$390M +$40.9M +12% 8.92% 42.9% 103 7.77%
QPW
4522
Quantum Private Wealth
Florida
$390M +$66.5M +21% 40.4% 219% 184 17.39%
FAL
4523
Focused Alpha LLC
Colorado
$390M +$66.5M +21% 16.5% 290 23.79%
HIA
4524
HTG Investment Advisors
Connecticut
$390M +$38.5M +11% 8.97% 57.4% 92 10.87%
CVA
4525
Central Valley Advisors
California
$390M +$23.4M +6% 10.7% 201 10.95%