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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
HBWM
4551
Hollow Brook Wealth Management
New York
$168M +$7.44M +5% 2.99% 104% 50 8%
WFA
4552
Wipfli Financial Advisors
Wisconsin
$168M 18.4% 37
PWC
4553
PYA Waltman Capital
Tennessee
$168M +$25.8M +18% 16.4% 60.6% 55 25.45%
GCP
4554
Gill Capital Partners
Colorado
$168M +$12.8M +8% 8.24% 41.8% 110 13.64%
RWP
4555
Reliant Wealth Planning
Kentucky
$168M +$14.5M +9% 9.43% 35.1% 6 0%
WA1
4556
Wimmer Associates 1
California
$168M +$19.2M +13% 9.9% 69.4% 115 12.17%
CPWA
4557
Cerro Pacific Wealth Advisors
California
$168M 11.7% 107
HGWM
4558
Harvest Group Wealth Management
Massachusetts
$168M +$23.3M +16% 9.4% 28.1% 916 16.7%
WA
4559
Wambolt & Associates
Colorado
$167M +$33.6M +25% 13.5% 62.2% 212 18.87%
SFS
4560
Searcy Financial Services
Kansas
$167M +$33.6M +25% 16.4% 58.5% 20 15%
GSC
4561
G&S Capital
Colorado
$167M +$28.8M +21% 11.7% 77.2% 102 25.49%
CC
4562
Codex Capital
New York
$167M +$11.7M +7% 11.1% 84.4% 39 17.95%
WC
4563
Weil Company
California
$167M +$29.8M +22% 22.4% 51.9% 138 21.01%
T
4564
TrueFG
Texas
$167M +$23.2M +16% 13.8% 51.4% 33 6.06%
FFG
4565
Fortem Financial Group
California
$167M +$28.8M +21% 17.6% 179% 473 71.25%
BOCM
4566
Bontempo Ohly Capital Management
Maryland
$167M +$19.8M +13% 12.8% 41.5% 34 2.94%
SEEDPG
4567
S.E.E.D. Planning Group
New York
$167M +$30.1M +22% 10.5% 50.4% 71 21.13%
EWM
4568
EPG Wealth Management
Georgia
$167M +$31.2M +23% 13.7% 96% 164 29.27%
RCM
4569
Rutabaga Capital Management
Massachusetts
$167M -$9.56M -5% 37.2% 57% 49 4.08%
AFS
4570
Axiom Financial Strategies
Indiana
$166M $0 0% 13.8% 41.2% 73 0%
ATC
4571
Adirondack Trust Company
New York
$166M +$13.8M +9% 11.8% 84.9% 393 18.32%
RWM
4572
RBA Wealth Management
California
$166M +$18.1M +12% 15.8% 77.7% 104 8.65%
CFGF
4573
Compass Financial Group (Florida)
Florida
$166M +$28.3M +21% 11% 36.3% 27 7.41%
TA
4574
Trellis Advisors
Washington
$166M +$25.8M +18% 14.2% 23.3% 77 12.99%
EH
4575
Employers Holdings
Nevada
$166M +$17.7M +12% 12.8% 150 9.33%