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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
HNWA
4826
Henrickson Nauta Wealth Advisors
Michigan
$246M -$5.81M -2% 3.48% 61.6% 86 9.3%
BCFD
4827
Boit C.F. David
$246M +$44.2M +22% 0.78% 75.4% 129 3.1%
CL
4828
CRCM LP
California
$246M +$91.4M +59% 42.6% 7 57.14%
ODA
4829
One Degree Advisors
California
$246M +$8.62M +4% 1.58% 66 16.67%
WCM
4830
Weik Capital Management
Pennsylvania
$246M -$1.9M -0.8% 0.58% 67.4% 97 8.25%
CWG
4831
Crown Wealth Group
North Carolina
$246M +$15.9M +7% 3.25% 86.2% 125 18.4%
TWM
4832
TSA Wealth Management
Texas
$246M -$2.52M -1% 0.83% 68 13.24%
W
4833
WorthPointe
California
$246M +$7.9M +3% 0.12% 51% 100 30%
RL
4834
Rogco LP
Oklahoma
$245M -$9.69M -4% 0.61% 53.3% 252 18.25%
FDS
4835
First Dallas Securities
Texas
$245M +$6.11M +3% 4.47% 134% 122 10.66%
BFP
4836
Briaud Financial Planning
Texas
$245M +$51.7M +27% 0.76% 93.1% 207 34.78%
LRIC
4837
Long Road Investment Counsel
Michigan
$245M -$6.04M -2% 0.53% 50.3% 71 0%
TFG
4838
Tilson Financial Group
New Jersey
$245M +$14.3M +6% 1.98% 39.3% 77 11.69%
MWS
4839
Maxwell Wealth Strategies
California
$245M +$9.64M +4% 2.31% 112 7.14%
BPM
4840
Blue Pool Management
Hong Kong
$245M -$31.9M -12% 8.68% 72.8% 3 0%
VEA
4841
Virtus ETF Advisers
New York
$245M +$31M +15% 3.91% 122% 511 20.74%
BFS
4842
Burkett Financial Services
South Carolina
$245M +$2.63M +1% 0.06% 230 8.7%
HFF
4843
Halter Ferguson Financial
Indiana
$244M +$56.7M +30% 37.7% 37 16.22%
CWA
4844
Consilio Wealth Advisors
Washington
$244M +$2.02M +0.8% 1.17% 53.3% 80 20%
FCM
4845
Findell Capital Management
New York
$244M +$45.9M +23% 24.7% 27 59.26%
FW
4846
FullCircle Wealth
Texas
$244M +$21.6M +10% 0.39% 240 31.25%
SC
4847
Seldon Capital
California
$244M +$66.9M +38% 46.5% 449% 77 28.57%
SCM
4848
Stonebridge Capital Management
California
$244M -$7.69M -3% 0.71% 84 7.14%
WSWA
4849
Warren Street Wealth Advisors
California
$244M +$2.05M +0.8% 0.89% 75.7% 115 16.52%
MHP
4850
Manatuck Hill Partners
Connecticut
$244M -$28.9M -11% 35.3% 424% 158 55.7%