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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
FPGT
4751
Financial Partners Group (Tennessee)
Tennessee
$199M +$7.54M +4% 8.29% 82 15.85%
FWM
4752
Forza Wealth Management
Florida
$199M +$4.4M +2% 3.28% 65.6% 184 4.35%
HZ
4753
Hixon Zuercher
Ohio
$199M +$29.9M +18% 9.31% 87.5% 62 16.13%
BC
4754
Bullfrog Capital
California
$198M +$31.3M +19% 25% 3 0%
ECG
4755
EPIQ Capital Group
California
$198M -$317K -0.2% 5.11% 6.25% 55 5.45%
AFA
4756
Abacus FCF Advisors
Florida
$198M +$11.7M +6% 9.57% 197% 149 15.44%
CIC
4757
Chase Investment Counsel
Virginia
$198M +$17.5M +10% 14.5% 350% 126 50.79%
BAM
4758
BTS Asset Management
Massachusetts
$198M +$23.1M +13% 0.16% 8.8% 50 34%
PVH
4759
Psagot Value Holdings
Israel
$198M -$42.1M -18% 11.8% 45.9% 656 36.89%
HSG
4760
Helen Stephens Group
Texas
$198M +$5.4M +3% 4.24% 49.5% 74 12.16%
VIM
4761
Vista Investment Management
Pennsylvania
$198M +$8.33M +4% 4.04% 54.4% 171 8.19%
T2I
4762
Turim 21 Investimentos
Brazil
$197M +$98.5M +100% 4.93% 62.1% 84 30.95%
GRIM
4763
Greenhaven Road Investment Management
Connecticut
$197M +$23.2M +13% 18.5% 70.2% 41 26.83%
MECA
4764
Miller Equity Capital Advisors
Texas
$197M +$18.3M +10% 6.81% 23.7% 50 0%
SJL
4765
Shayne & Jacobs LLC
Tennessee
$197M +$13.8M +8% 8% 73.4% 37 8.11%
DVF
4766
Discovery Value Fund
Singapore
$197M -$1.37M -0.7% 13.6% 210% 6 33.33%
LWA
4767
Lowe Wealth Advisors
Maryland
$197M +$11.3M +6% 4.69% 63.3% 368 7.88%
WFG
4768
Wills Financial Group
Virginia
$197M +$11.5M +6% 6.51% 57.5% 68 7.35%
DFG
4769
Delphi Financial Group
Delaware
$197M -$5.82M -3% 1.7% 66.3% 35 25.71%
CWA
4770
CJM Wealth Advisers
Virginia
$197M +$21.3M +12% 6.57% 71.5% 59 13.56%
CWM
4771
Core Wealth Management
Florida
$197M +$11.8M +6% 2.58% 41.1% 24 16.67%
BCM
4772
Beddow Capital Management
Wyoming
$197M -$2.73M -1% 0.31% 50.7% 54 3.7%
EW
4773
Enzi Wealth
Texas
$197M +$1.69M +0.9% 5.85% 72.1% 72 29.17%
TIA
4774
Tiemann Investment Advisors
California
$196M +$13.5M +7% 7.02% 77% 198 7.07%
EM
4775
Excalibur Management
Massachusetts
$196M +$3.43M +2% 5.6% 81.7% 162 5.56%