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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
VBFG
4826
Vishria Bird Financial Group
Tennessee
$234M +$22.1M +10% 5.53% 74.3% 64 7.81%
BBWA
4827
Bell & Brown Wealth Advisors
California
$234M +$18.2M +8% 13.3% 74 8.11%
ACP
4828
Altitude Crest Partners
Connecticut
$234M +$84.1M +56% 28.9% 34 76.47%
JWM
4829
Jessup Wealth Management
Ohio
$234M +$33.4M +17% 15% 164% 68 36.76%
SVI
4830
Strategic Vision Investment
Hong Kong
$233M +$124M +113% 52.3% 95.6% 26 76.92%
SAMC
4831
Spectrum Asset Management (California)
California
$233M +$7.39M +3% 6.5% 62.9% 108 22.22%
HRC
4832
Hoertkorn Richard Charles
$233M +$11.1M +5% 7.38% 172% 83 1.2%
PWP
4833
Precedent Wealth Partners
Texas
$233M +$36M +18% 7.07% 144 16.67%
GFPC
4834
Global Financial Private Client
Florida
$233M +$18.9M +9% 8.4% 90.4% 723 7.88%
BWM
4835
BKM Wealth Management
Wisconsin
$233M -$2.03M -0.9% 6.53% 593 67.12%
BAMG
4836
Brand Asset Management Group
Missouri
$233M +$13.8M +6% 7.3% 70.2% 82 12.2%
BIG
4837
Brooklyn Investment Group
New York
$232M +$22.7M +11% 14.1% 239 12.55%
JWS
4838
Juncture Wealth Strategies
Arizona
$232M +$12.1M +6% 6.7% 71.5% 129 34.11%
II
4839
INCA Investments
Florida
$232M +$6.62M +3% 8.56% 128% 12 16.67%
EFM
4840
Eley Financial Management
Vermont
$232M +$18.8M +9% 9.78% 69.7% 74 16.22%
BMC
4841
Bear Mountain Capital
Washington
$232M -$5.94M -2% 4.33% 243 11.11%
SWM
4842
Sculati Wealth Management
Michigan
$232M +$17.2M +8% 9.05% 72.3% 107 8.41%
RCM
4843
Raleigh Capital Management
North Carolina
$232M +$16.4M +8% 7.6% 71.8% 1,209 31.35%
N
4844
Numerai
California
$232M -$50.9M -18% 3.88% 52.7% 346 60.69%
BIP
4845
Bouvel Investment Partners
Pennsylvania
$232M +$17.4M +8% 11.3% 187% 79 7.59%
IFPG
4846
Intrepid Financial Planning Group
Indiana
$231M +$22.4M +11% 9.06% 92.5% 134 12.69%
RM
4847
Radcliff Management
New York
$231M +$38.7M +20% 32.8% 47.6% 2 0%
SPI
4848
Santori & Peters Inc
Pennsylvania
$231M +$21M +10% 10.6% 88% 62 9.68%
WMR
4849
Wealth Management Resources
Rhode Island
$231M +$18.7M +9% 5.05% 36.5% 41 9.76%
CG
4850
Compass Group
New York
$231M -$21.1M -8% 2.26% 64.6% 23 47.83%