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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
SFS
5001
Searcy Financial Services
Kansas
$164M -$1.37M -0.8% 1.2% 58.5% 21 14.29%
FA
5002
Fortis Advisors
Pennsylvania
$164M -$9.4M -5% 1.5% 72.8% 279 12.54%
EWG
5003
Executive Wealth Group
Washington
$164M -$5.38M -3% 2.59% 14.9% 49 4.08%
APWM
5004
Atlas Private Wealth Management
New York
$164M +$1.51M +0.9% 0.34% 19.8% 120 5%
BAM
5005
Bellevue Asset Management
Washington
$163M -$428K -0.3% 0.67% 56.7% 609 9.52%
BA
5006
Baugh & Associates
Georgia
$163M +$2.15M +1% 0.89% 83.8% 41 0%
IAS
5007
Investment Advisory Services
Texas
$163M +$1.35M +0.8% 0.23% 65.4% 96 5.21%
TC
5008
Tacita Capital
Ontario, Canada
$163M -$2.7M -2% 0.5% 72.3% 184 2.72%
VLC
5009
Van Leeuwen & Company
New Jersey
$163M -$5.8M -3% 0.38% 75.4% 86 39.53%
RCC
5010
Red Cedar Capital
Nebraska
$163M +$3.86M +2% 4.04% 43% 168 10.71%
MWM
5011
Maltin Wealth Management
New Jersey
$163M -$1.7M -1% 1.22% 51.9% 114 12.28%
HHRDM
5012
H&H Retirement Design & Management
Nevada
$163M -$611K -0.4% 1.04% 38.4% 47 14.89%
GC
5013
Grace Capital
Massachusetts
$163M +$13.3M +9% 2.18% 127% 176 19.89%
REMS
5014
Real Estate Management Services
$163M +$1.29M +0.8% 2.97% 67.2% 38 7.89%
CWA
5015
Clarus Wealth Advisors
Arizona
$163M +$2.86M +2% 0.45% 112 18.75%
LI
5016
Lakestar II
Guernsey
$162M +$7.93M +5% 12.7% 2 0%
NC
5017
Naman Capital
Brazil
$162M -$29.8M -16% 7.11% 89.9% 17 0%
WLPWM
5018
Walled Lake Planning & Wealth Management
Illinois
$162M +$8.5M +6% 1.42% 51.7% 359 17.83%
AFC
5019
Adaptive Financial Consulting
Ohio
$162M +$1.99M +1% 0.29% 33.4% 18 5.56%
HFP
5020
Holistic Financial Partners
Indiana
$162M -$5.33M -3% 2.05% 95.7% 134 26.87%
WA
5021
WESPAC Advisors
California
$162M +$110M +210% 0.56% 112% 177 50.85%
WCAMG
5022
Woodard & Company Asset Management Group
North Carolina
$162M -$5.32M -3% 0.25% 84.8% 108 18.52%
PIA
5023
Powell Investment Advisors
Florida
$162M -$827K -0.5% 1.88% 76.1% 130 13.85%
AC
5024
Avory & Company
Florida
$162M -$18.1M -10% 3.57% 61.6% 17 41.18%
AWM
5025
Act Wealth Management
Texas
$162M -$342K -0.2% 1.23% 66.7% 34 2.94%