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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
VBFG
4701
Vishria Bird Financial Group
Tennessee
$264M +$25.7M +11% 2.34% 74.3% 82 24.39%
BLAM
4702
Bourne Lent Asset Management
New York
$264M +$2.7M +1% 2.4% 76.1% 63 4.76%
OWM
4703
OneAscent Wealth Management
Alabama
$263M +$71.1M +37% 5.45% 50.6% 185 51.35%
SAM
4704
Socorro Asset Management
Texas
$263M +$6.65M +3% 5.93% 43.8% 33 6.06%
DP
4705
Denver PWM
Colorado
$263M +$12.6M +5% 4.75% 44.8% 241 36.93%
HCM
4706
Heathbridge Capital Management
Ontario, Canada
$263M +$27.1M +12% 12.6% 58.7% 29 3.45%
OCPWS
4707
One Charles Private Wealth Services
Massachusetts
$263M +$22.7M +9% 9.04% 99.7% 161 11.8%
BCIM
4708
Bishop & Co Investment Management
Pennsylvania
$263M +$97.8M +59% 7.29% 47.6% 25 8%
IPW
4709
Intergy Private Wealth
Colorado
$263M +$20.1M +8% 5.79% 67.6% 89 11.24%
MFA
4710
Morling Financial Advisors
California
$262M +$33M +14% 3.77% 91.2% 102 13.73%
KFA
4711
Kelleher Financial Advisors
New York
$262M +$18.9M +8% 7.46% 72.4% 124 16.13%
CHJWM
4712
Carlton Hofferkamp & Jenks Wealth Management
Texas
$262M +$6.76M +3% 5.95% 58.2% 140 2.14%
EMAM
4713
Encompass More Asset Management
California
$262M +$122M +87% 4.55% 205 53.66%
ACM
4714
Anfield Capital Management
California
$262M +$56.4M +27% 4.2% 65.2% 473 18.39%
EM
4715
Excalibur Management
Massachusetts
$262M +$17.1M +7% 8.52% 81.7% 172 8.14%
PAM
4716
Pegasus Asset Management
New York
$262M +$1.14M +0.4% 6.73% 89% 74 9.46%
LFA
4717
Level Financial Advisors
New York
$262M +$31.3M +14% 5.84% 41.5% 76 13.16%
CIM
4718
Corbyn Investment Management
Maryland
$262M +$19.6M +8% 5.61% 71.9% 66 1.52%
CA
4719
Calton & Associates
Florida
$262M +$61.9M +31% 6.38% 73.9% 282 47.87%
TPW
4720
Transatlantique Private Wealth
New York
$262M +$16.6M +7% 8.08% 89% 229 20.96%
JGCM
4721
Joseph Group Capital Management
Ohio
$262M +$68.9M +36% 6.46% 58.4% 82 13.41%
RW
4722
Rede Wealth
Virginia
$261M +$153M +141% 9.79% 80.9% 104 7.69%
TH
4723
Team Hewins
California
$261M +$20.7M +9% 6.51% 60.5% 42 30.95%
NC
4724
Naman Capital
Brazil
$261M +$25.4M +11% 3.8% 89.9% 11 9.09%
EBA
4725
Eagle Bay Advisors
New York
$261M +$96M +58% 5.59% 78.4% 1,394 30.56%