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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
AWM
4776
Adams Wealth Management
Utah
$159M +$30.7M +24% 12.9% 105% 379 82.59%
AM
4777
Atwater Malick
Pennsylvania
$159M +$16.3M +11% 10.6% 79.1% 43 9.3%
DA
4778
Detalus Advisors
Missouri
$159M +$22.2M +16% 10.9% 67.9% 100 12%
DFA
4779
DHJJ Financial Advisors
Illinois
$159M 13.6% 56.7% 103
BC
4780
Barnett & Company
Tennessee
$159M +$18.9M +13% 18.7% 65.9% 317 16.72%
LWPC
4781
Legacy Wealth Partners (California)
California
$159M +$17.6M +12% 16.6% 103 27.18%
SWMG
4782
Signature Wealth Management Group
Georgia
$159M +$19.6M +14% 9.69% 77 14.29%
FL
4783
Fourthstone LLC
Missouri
$158M +$39.2M +33% 34.4% 104% 54 50%
ACM
4784
Adalta Capital Management
New York
$158M +$21.4M +16% 18.8% 80.4% 84 23.81%
GC
4785
Grace Capital
Massachusetts
$158M +$29.3M +23% 17.2% 127% 280 24.29%
BWM
4786
BNC Wealth Management
Oregon
$158M +$16.1M +11% 15.1% 193% 530 82.64%
TPW
4787
TL Private Wealth
Texas
$158M +$15.2M +11% 11.4% 46% 48 6.25%
WR
4788
WD Rutherford
Oregon
$158M 14% 170% 115
JWS
4789
Juncture Wealth Strategies
Arizona
$158M +$13.2M +9% 13.5% 71.5% 111 13.51%
FBT
4790
First Bank & Trust
South Dakota
$158M +$7.38M +5% 12.6% 78.5% 422 6.64%
SFPG
4791
Stonebridge Financial Planning Group
Florida
$158M +$18.8M +14% 11.9% 67.2% 414 9.42%
OCM
4792
Orser Capital Management
Texas
$158M +$31.3M +25% 12.7% 122% 92 28.26%
CPFP
4793
Clear Perspectives Financial Planning
Ohio
$158M 6.72% 187
LWMM
4794
Legacy Wealth Management (Mississippi)
Mississippi
$158M +$12.7M +9% 13.5% 89.1% 102 14.71%
KMWM
4795
Keudell/Morrison Wealth Management
Oregon
$158M +$1.93M +1% 13.7% 161 11.18%
KPWG
4796
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 11.6% 57.5% 73 13.7%
SCM
4797
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 14.6% 32.3% 67 8.96%
TWM
4798
Triton Wealth Management
Arizona
$157M +$38M +32% 15.3% 96 22.92%
SR
4799
Swiss Re
Switzerland
$157M +$15.8M +11% 11.1% 2 0%
ANHIM
4800
Alan N. Hoffman Investment Management
Massachusetts
$157M 10.3% 76.8% 11