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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
BFA
4626
Beacon Financial Advisory
Ohio
$175M +$20.9M +14% 5.33% 53.5% 237 21.94%
C1AG
4627
Client 1st Advisory Group
Florida
$175M +$20.6M +13% 2.55% 57.4% 70 20%
HR
4628
Hayden Royal
North Carolina
$175M -$9.29M -5% 8.46% 100% 594 86.03%
LP
4629
LGL Partners
Pennsylvania
$175M +$1.55M +0.9% 7.18% 68.9% 98 16.33%
BGDR
4630
BC Gestao de Recursos
Brazil
$174M -$107M -38% 12.5% 5 40%
VF
4631
Vest Financial
Virginia
$174M +$25.1M +17% 8.93% 61.9% 68 8.82%
AI
4632
Acuitas Investments
Washington
$174M +$20.4M +13% 33.5% 180% 77 23.38%
MSFP
4633
Mark Sheptoff Financial Planning
Connecticut
$174M -$1.53M -0.9% 3.41% 85.8% 403 16.63%
BA
4634
Bennicas & Associates
California
$174M +$2.64M +2% 2% 40.3% 101 3.96%
TCWM
4635
Total Clarity Wealth Management
Illinois
$174M +$30.1M +21% 5.81% 69.7% 829 82.39%
PIP
4636
Peachtree Investment Partners
Florida
$174M +$2.22M +1% 1.87% 82.6% 107 21.5%
KCM
4637
Kempner Capital Management
Texas
$174M +$22.6M +15% 16.9% 60.9% 50 14%
TWM
4638
TriaGen Wealth Management
California
$174M +$3.27M +2% 5.55% 113% 190 24.21%
PKC
4639
Palmer Knight Company
Florida
$174M +$42.5M +32% 7.44% 58% 28 3.57%
SFC
4640
SYM Financial Corp
Indiana
$174M +$37.4M +27% 6.89% 43.3% 96 33.33%
OFS
4641
Oldfather Financial Services
Nebraska
$174M +$5.24M +3% 7.99% 60.8% 66 13.64%
SJIM
4642
St. Johns Investment Management
Florida
$174M +$11.7M +7% 7.43% 67.1% 187 17.11%
WGCA
4643
Wolf Group Capital Advisors
Virginia
$174M +$12.1M +7% 6.35% 28.2% 105 14.29%
AC
4644
Avory & Company
Florida
$174M +$24.9M +17% 12.1% 61.6% 16 31.25%
SWM
4645
Sculati Wealth Management
Michigan
$174M +$21.3M +14% 7.57% 72.3% 123 21.95%
TCM
4646
Tieton Capital Management
Washington
$174M +$36.9M +27% 30% 154% 36 16.67%
CWM
4647
Collaborative Wealth Management
Florida
$173M 3.96% 35.8% 189
CAM
4648
Concorde Asset Management
Michigan
$173M -$6.57M -4% 6.21% 239 48.95%
FCM
4649
Fortis Capital Management
Washington
$173M +$42.3M +32% 0.98% 64% 134 58.96%
ACM
4650
Adalta Capital Management
New York
$173M +$14.9M +9% 8% 66.3% 101 26.73%