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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
NFP
4751
Narus Financial Partners
Utah
$194M +$9.08M +5% 5.09% 89.8% 126 16.67%
BFA
4752
Bill Few Associates
Pennsylvania
$193M +$13.5M +8% 7.15% 81.8% 139 8.63%
SCG
4753
Sonata Capital Group
Washington
$193M +$8.6M +5% 6.39% 57.4% 106 4.72%
OPL
4754
Orland Properties Ltd
British Virgin Islands
$193M +$2.91M +2% 10% 101% 14 14.29%
PFA
4755
Professional Financial Advisors
Nebraska
$193M +$24.1M +14% 6.98% 52.8% 86 41.86%
BWM
4756
Brown Wealth Management
Illinois
$193M 2.95% 44.4% 93
CH
4757
CVS Health
Rhode Island
$193M +$25.4M +15% 3.03% 52.3% 9 0%
3F
4758
360 Financial
Minnesota
$193M +$3.89M +2% 6.51% 56.6% 92 9.78%
AFG
4759
ABLE Financial Group
Arizona
$193M +$39.9M +26% 4.26% 57.8% 151 21.19%
SWM
4760
Seaside Wealth Management
California
$193M +$28.6M +17% 3.77% 42.9% 54 22.22%
VFM
4761
Valley Financial Management
New York
$193M +$31.4M +19% 4.49% 52 30.77%
SL
4762
SOF Ltd
Cayman Islands
$193M +$22.4M +13% 13.1% 63.6% 1 0%
IB
4763
Iyo Bank
Japan
$193M +$22M +13% 12.9% 96.3% 30 3.33%
AA
4764
Armor Advisors
New York
$193M +$5.54M +3% 4.24% 98.2% 16 25%
NC
4765
Nixon Capital
Texas
$193M +$22.8M +13% 10.7% 102% 24 12.5%
CCM
4766
Carmel Capital Management
California
$193M +$17.7M +10% 10.6% 265% 33 3.03%
NG
4767
NatWest Group
United Kingdom
$192M +$7.46M +4% 15.5% 186% 56 41.07%
PHAM
4768
Palisades Hudson Asset Management
Florida
$192M +$5.55M +3% 4.95% 53.9% 101 7.92%
DFA
4769
DHJJ Financial Advisors
Illinois
$192M +$7.87M +4% 6.45% 56.7% 142 7.75%
DF
4770
DecisionPoint Financial
Arizona
$192M +$18.9M +11% 3.01% 34.5% 219 20.09%
IP
4771
Investment Partners
Ohio
$192M +$1.34M +0.7% 5.46% 58.7% 140 11.43%
TGM
4772
Tenzing Global Management
California
$192M +$28.1M +17% 15.3% 218% 19 52.63%
CWA
4773
Centennial Wealth Advisory
Michigan
$192M +$3.34M +2% 3.5% 57.6% 143 25.17%
TPW
4774
Transatlantique Private Wealth
New York
$192M +$10.9M +6% 5.67% 89% 209 8.61%
TPCM
4775
Two Point Capital Management
New York
$192M +$21.8M +13% 10.7% 22 0%