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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
4901
Act Wealth Management
Texas
$340M +$42.5M +14% 11.8% 66.7% 65 6.15%
WF
4902
Warner Financial
Maryland
$340M +$48.5M +17% 14% 62.1% 146 8.22%
GFG
4903
Greenbush Financial Group
New York
$340M +$38M +13% 14.1% 40 22.5%
ODFS
4904
O'Donnell Financial Services
California
$340M +$49.5M +17% 15.4% 61% 78 23.08%
HOWA
4905
Heritage Oak Wealth Advisors
Florida
$340M +$25M +8% 11.9% 112 44.64%
RSA
4906
River Street Advisors
Illinois
$340M +$43.6M +15% 15.2% 88.8% 188 14.36%
JWM
4907
Jeppson Wealth Management
California
$339M +$20.4M +6% 13.6% 91.6% 254 12.2%
BAM
4908
Brilliance Asset Management
Hong Kong
$339M +$293K +0.1% 6.88% 39.2% 18 50%
HFS
4909
Haverford Financial Services
Pennsylvania
$339M +$3.62M +1% 6.35% 57.9% 49 6.12%
NIWA
4910
New Insight Wealth Advisors
California
$339M +$60.3M +22% 18.2% 122 13.93%
1CM
4911
1492 Capital Management
Wisconsin
$339M +$76.1M +29% 67.4% 332% 143 16.08%
ECAM
4912
East Coast Asset Management
Massachusetts
$339M +$35.2M +12% 14.9% 147% 72 12.5%
FC
4913
Fore Capital
New York
$338M +$177M +109% 0.49% 25.4% 75 62.67%
EWA
4914
Etesian Wealth Advisors
Oregon
$338M +$24.9M +8% 9.21% 54.8% 143 4.9%
CWM
4915
Castle Wealth Management
Florida
$338M +$29M +9% 9.58% 53.6% 148 14.19%
EWM
4916
Elite Wealth Management
Washington
$337M +$29.4M +10% 22.7% 142% 58 34.48%
SJL
4917
Shayne & Jacobs LLC
Tennessee
$337M +$13.6M +4% 8.98% 73.4% 101 6.93%
CG
4918
Corundum Group
Colorado
$337M +$37.9M +13% 15.8% 80.5% 118 13.56%
CWA
4919
Consilium Wealth Advisory
Texas
$337M +$43.8M +15% 23.8% 118% 110 15.45%
NRCM
4920
Northern Right Capital Management
Connecticut
$337M +$55.9M +20% 30.6% 187% 34 47.06%
AWM
4921
Ameliora Wealth Management
Switzerland
$337M +$23.2M +7% 10.2% 70.1% 244 11.07%
RP
4922
Riverwater Partners
Wisconsin
$337M +$36.8M +12% 18.8% 110% 239 23.43%
BI
4923
BFI Infinity
Switzerland
$337M +$146M +76% 14.2% 73 26.03%
BO
4924
Bank OZK
Arkansas
$337M +$53.2M +19% 24.8% 112% 164 12.2%
AU
4925
AlphaGrep UK
$336M -$9.17M -3% 12.2% 997 51.55%