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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
BBWA
4751
Bell & Brown Wealth Advisors
California
$215M 12.6% 74
GI
4752
Glovista Investments
New Jersey
$215M +$46.8M +28% 6.88% 2.48% 44 27.27%
RCM
4753
Raleigh Capital Management
North Carolina
$215M +$19.2M +10% 9.66% 71.8% 1,200 31%
ILI
4754
Invesco LLC (Illinois)
Illinois
$215M +$16.8M +8% 10.9% 113% 162 10.49%
JF
4755
Joule Financial
Kentucky
$215M +$19.4M +10% 10.2% 55.5% 122 29.51%
RHP
4756
Royal Harbor Partners
Texas
$215M +$23.2M +12% 8.79% 49.5% 55 23.64%
VIM
4757
Vista Investment Management
Pennsylvania
$215M +$24.8M +13% 8.95% 42.4% 172 9.88%
LIM
4758
Letson Investment Management
Georgia
$215M 10.6% 92
WLPWM
4759
Walled Lake Planning & Wealth Management
Illinois
$215M +$15.5M +8% 10.6% 51.7% 113 15.04%
CFCI
4760
Comprehensive Financial Consultants Institutional
Indiana
$215M +$24.8M +13% 10.3% 70.2% 164 13.41%
HVP
4761
Hudson Value Partners
Florida
$215M +$24.6M +13% 12.8% 124% 104 14.42%
MWM
4762
MTC Wealth Management
Florida
$215M +$11.9M +6% 8% 23% 13 7.69%
EA
4763
Everpar Advisors
Oklahoma
$215M 12.6% 276
BCM
4764
Beddow Capital Management
Wyoming
$215M +$9.65M +5% 2.71% 50.7% 58 6.9%
SWM
4765
Sculati Wealth Management
Michigan
$215M +$19M +10% 11.4% 72.3% 105 7.62%
TWM
4766
TSA Wealth Management
Texas
$215M 8.83% 54
SI
4767
Shaker Investments
Ohio
$215M +$33.1M +18% 19% 205% 92 23.91%
TPW
4768
Transatlantique Private Wealth
New York
$214M +$27.6M +15% 12% 89% 223 14.8%
WF
4769
Whelan Financial
California
$214M +$24.7M +13% 10.4% 57.9% 37 8.11%
CPP
4770
Capasso Planning Partners
South Carolina
$214M +$27.4M +15% 8.99% 44.1% 108 17.59%
MFG
4771
Monte Financial Group
Connecticut
$214M +$16.6M +8% 10.1% 55% 85 5.88%
BIP
4772
Bouvel Investment Partners
Pennsylvania
$214M +$29.1M +16% 15.3% 187% 78 2.56%
DFA
4773
DHJJ Financial Advisors
Illinois
$214M +$16.9M +9% 10.6% 56.7% 828 5.8%
WOC
4774
West Oak Capital
California
$214M +$12.4M +6% 8.98% 110% 336 8.93%
CSCSIM
4775
Clear Sky Carbon Solutions Investment Management
Texas
$214M +$21.9M +11% 10% 61 29.51%