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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
C1AG
4776
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 5.51% 57.4% 96 10.42%
ICP
4777
Interchange Capital Partners
Pennsylvania
$184M +$86.3M +88% 7.42% 79.6% 230 48.7%
DFA
4778
DHJJ Financial Advisors
Illinois
$184M +$9.86M +6% 6.63% 56.7% 139 5.04%
SFP
4779
Sterling Financial Planning
New Jersey
$184M +$16.7M +10% 4.58% 55.5% 95 5.26%
HFA
4780
Highland Financial Advisors
New Jersey
$184M +$14.4M +8% 5.38% 63.3% 49 18.37%
TCWM
4781
Total Clarity Wealth Management
Illinois
$184M -$12.2M -6% 3.26% 69.7% 255 43.53%
PK
4782
Pflug Koory
Nebraska
$184M +$4.1M +2% 4.11% 428 2.1%
EAM
4783
Eukles Asset Management
Ohio
$184M +$12.6M +7% 10.3% 77.2% 227 0.44%
AI
4784
Atom Investors
Texas
$184M -$16.3M -8% 2.68% 83.4% 336 61.9%
HCM
4785
Hitchwood Capital Management
New York
$184M -$549M -75% 35.8% 275% 31 74.19%
GAG
4786
Goodman Advisory Group
Massachusetts
$184M +$11.8M +7% 7.8% 88.8% 182 31.32%
CNBT
4787
Cornerstone National Bank & Trust
Illinois
$184M +$4.5M +3% 4.45% 33.9% 60 8.33%
BCM
4788
Bond Capital Management
California
$184M +$41.4M +29% 40.2% 47.5% 5 0%
TWA
4789
TPB Wealth Advisors
Texas
$183M -$11.2M -6% 6.65% 49 30.61%
SJL
4790
Shayne & Jacobs LLC
Tennessee
$183M +$3M +2% 1.72% 73.4% 37 8.11%
AWM
4791
Arista Wealth Management
Nevada
$183M +$24.9M +16% 4.82% 60.1% 66 9.09%
HFRG
4792
Houlihan Financial Resource Group
Virginia
$183M +$9.97M +6% 5.18% 50.6% 92 5.43%
TCM
4793
Trybe Capital Management
Connecticut
$183M +$79.2M +76% 39% 681% 13 30.77%
GWM
4794
Gray Wealth Management
Maine
$183M +$10.7M +6% 4.76% 22.1% 127 11.81%
TFA
4795
TPG Financial Advisors
Oregon
$183M +$18.2M +11% 3.96% 50 14%
TFCM
4796
Taylor Frigon Capital Management
Arizona
$183M +$6.71M +4% 10.2% 131% 89 3.37%
TIA
4797
Tiemann Investment Advisors
California
$183M +$12.2M +7% 8.48% 77% 197 6.6%
RC
4798
RDST Capital
Washington
$183M +$19.2M +12% 10.9% 43% 18 16.67%
EBA
4799
Eagle Bay Advisors
New York
$183M +$4.27M +2% 5.87% 78.4% 991 8.58%
THWM
4800
Taylor Hoffman Wealth Management
Virginia
$182M +$19.2M +12% 11% 47.8% 112 9.82%