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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
GWM
4551
Graybill Wealth Management
Illinois
$211M +$14.3M +7% 6.27% 54 7.41%
PFP
4552
Patriot Financial Partners
Pennsylvania
$210M +$24.7M +13% 4.41% 16.6% 12 33.33%
SFA
4553
Spectrum Financial Alliance
Kentucky
$210M -$5.29M -2% 0.43% 185% 15 26.67%
RWM
4554
Reston Wealth Management
Virginia
$210M +$18.9M +10% 4.4% 60.7% 48 10.42%
OPW
4555
Oxler Private Wealth
New York
$210M +$7.46M +4% 10.6% 87.3% 93 5.38%
BO
4556
Bank OZK
Arkansas
$210M +$8.37M +4% 7.12% 81.7% 156 23.72%
AZ
4557
Aquamarine Zurich
Switzerland
$210M +$16.4M +8% 8.72% 74.8% 12 0%
SMG
4558
Smart Money Group
Texas
$210M +$10.4M +5% 3.15% 58.9% 61 16.39%
BAMG
4559
Brand Asset Management Group
Missouri
$210M +$11.4M +6% 5.94% 56.7% 73 0%
DLG
4560
Daniel L. Goodwin
$210M +$11.7M +6% 7% 72.6% 96 13.54%
TH
4561
Team Hewins
California
$210M +$21.1M +11% 3.37% 60.5% 27 7.41%
LWM
4562
Ledge Wealth Management
Minnesota
$209M -$1.64M -0.8% 3.74% 70 15.71%
GC
4563
Greencape Capital
Australia
$209M +$29.2M +16% 41.8% 98.1% 3 33.33%
BWM
4564
BigSur Wealth Management
Florida
$209M -$3.89M -2% 6.6% 83.1% 134 15.67%
ITFISA
4565
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$209M +$36.8M +21% 15.2% 183% 122 15.57%
SFG
4566
Snider Financial Group
Washington
$209M +$21.5M +11% 7.2% 73.7% 64 32.81%
APW
4567
Acima Private Wealth
Virginia
$209M +$5.29M +3% 3.98% 45.2% 282 7.45%
EWMCB
4568
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$209M +$2.15M +1% 3.24% 13% 64 34.38%
TAM
4569
Townsend Asset Management
North Carolina
$209M +$15.6M +8% 7.58% 77% 211 9.48%
NC
4570
Nucleo Capital
Brazil
$209M +$36.4M +21% 13.2% 116% 3 33.33%
FFG
4571
Frisch Financial Group
New York
$209M -$49.1M -19% 6.1% 56% 131 27.48%
APA
4572
Arisaig Partners (Asia)
Singapore
$209M -$81.1M -28% 10.7% 8 0%
KLCM
4573
KG&L Capital Management
Louisiana
$209M +$18M +9% 7.26% 69.6% 161 19.25%
IFPG
4574
Intrepid Financial Planning Group
Indiana
$208M +$10.1M +5% 6.92% 64.1% 127 9.45%
PWS
4575
Peterson Wealth Services
Utah
$208M +$14M +7% 10.3% 153% 99 18.18%