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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
DFG
4876
Dupree Financial Group
Kentucky
$225M +$20.3M +10% 6.8% 65 20%
BWG
4877
Balanced Wealth Group
Ohio
$224M +$32.1M +17% 6.15% 72 13.89%
SLA
4878
Silver Lake Advisory
Utah
$224M +$45.9M +26% 8.17% 70.9% 99 48.48%
GSC
4879
G&S Capital
Colorado
$224M +$13.8M +7% 8.33% 77.2% 131 20.61%
AFC
4880
Adaptive Financial Consulting
Ohio
$224M +$36.2M +19% 3.67% 26.8% 19 5.26%
WPW
4881
Warther Private Wealth
Ohio
$224M +$45.4M +25% 11.3% 88.4% 60 28.33%
CSWM
4882
Cassady Schiller Wealth Management
Ohio
$224M +$24.7M +12% 8.47% 21.8% 526 23%
GWM
4883
Gray Wealth Management
Maine
$224M +$18.5M +9% 8.05% 22.1% 139 9.35%
TPW
4884
Tiller Private Wealth
Pennsylvania
$224M +$24.3M +12% 5.52% 53.5% 48 10.42%
FCG
4885
Fielder Capital Group
Tennessee
$224M +$58.3M +35% 15.9% 180 23.33%
SCM
4886
Stonebridge Capital Management
California
$224M +$18.7M +9% 10.1% 85 11.76%
AFS
4887
Access Financial Services
Minnesota
$224M +$29.6M +15% 6.72% 44.8% 103 22.33%
XC
4888
XY Capital
Hong Kong
$224M +$52.5M +31% 4.8% 44.3% 101 42.57%
TIA
4889
Tiemann Investment Advisors
California
$224M +$17.7M +9% 8.77% 64.1% 203 11.33%
MIM
4890
Meros Investment Management
Texas
$224M +$12.9M +6% 6.17% 52.4% 45 17.78%
BO
4891
Bank OZK
Arkansas
$223M +$18.6M +9% 11.7% 81.7% 152 5.92%
SA
4892
Skyline Advisors
Washington
$223M +$13.9M +7% 6.21% 83 7.23%
PWM
4893
Palumbo Wealth Management
New York
$223M +$27.7M +14% 8.08% 80.7% 145 18.62%
RPCA
4894
Running Point Capital Advisors
California
$223M +$18.4M +9% 5.61% 52.1% 171 22.22%
HFRG
4895
Houlihan Financial Resource Group
Virginia
$223M +$16.7M +8% 6.08% 42.4% 103 3.88%
SBF
4896
Sara-Bay Financial
Florida
$223M +$17.9M +9% 19.3% 231% 80 6.25%
GPC
4897
Greenstone Partners & Co
California
$223M +$43.8M +24% 27.8% 492% 9 0%
AGM
4898
Aragon Global Management
Florida
$223M +$46.4M +26% 18.9% 19 21.05%
EFN
4899
Equita Financial Network
Pennsylvania
$223M +$35M +19% 4.76% 46.4% 72 16.67%
C1AG
4900
Client 1st Advisory Group
Florida
$223M +$16.6M +8% 6.49% 57.4% 110 6.36%