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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
MBFW
4701
Morton Brown Family Wealth
Pennsylvania
$196M +$8.31M +4% 3.83% 50% 181 6.08%
CIM
4702
Corbyn Investment Management
Maryland
$196M -$10.8M -5% 4.48% 71.9% 63 15.87%
OIA
4703
Optimum Investment Advisors
Illinois
$195M -$8.96M -4% 2.58% 125% 738 5.42%
SFP
4704
Sterling Financial Planning
New Jersey
$195M -$6.59M -3% 3.67% 55.5% 99 7.07%
SOCM
4705
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 3.33% 656% 6 0%
KFA
4706
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 1.55% 72.4% 118 12.71%
GWM
4707
Gray Wealth Management
Maine
$195M -$3.76M -2% 3.38% 22.1% 139 10.79%
AC
4708
Athos Capital
Hong Kong
$195M +$66.9M +52% 11.1% 110% 83 53.01%
BAMG
4709
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 3.87% 70.2% 75 5.33%
NFP
4710
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 0.27% 88.9% 128 9.38%
TAM
4711
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 2.39% 121% 132 4.55%
CCC
4712
Chelsea Counsel Company
California
$194M -$8.76M -4% 3.71% 106% 166 3.61%
JA
4713
JVL Associates
Michigan
$194M -$11.3M -5% 3.77% 73.3% 39 7.69%
THWM
4714
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 2.03% 47.8% 112 3.57%
DI
4715
DAGCO Inc
Ohio
$194M -$7.03M -3% 3.76% 66.5% 81 3.7%
FWM
4716
Forza Wealth Management
Florida
$194M -$4.8M -2% 1.67% 65.6% 187 5.88%
ARC
4717
Advisor Resource Council
Texas
$194M -$28.4M -13% 3.13% 74.7% 183 23.5%
CSIA
4718
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 3.94% 58.4% 28 14.29%
WA
4719
Wealthstream Advisors
New York
$194M +$2.98M +2% 3.17% 88.2% 113 17.7%
GFPC
4720
Global Financial Private Client
Florida
$194M -$9.76M -5% 2.92% 90.4% 697 5.74%
TFA
4721
TPG Financial Advisors
Oregon
$193M +$2.59M +1% 3.5% 55 12.73%
CWM
4722
Core Wealth Management
Florida
$193M -$3.59M -2% 3.76% 41.1% 25 24%
HSG
4723
Helen Stephens Group
Texas
$193M -$4.52M -2% 2.75% 49.5% 68 4.41%
HFA
4724
Highland Financial Advisors
New Jersey
$193M -$896K -0.5% 3.37% 63.3% 45 4.44%
ECG
4725
EPIQ Capital Group
California
$193M -$5.32M -3% 3.06% 6.25% 58 13.79%