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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
AFA
5026
Alpha Financial Advisors
North Carolina
$212M +$14.8M +7% 3.54% 30.8% 44 9.09%
HCA
5027
Hyperion Capital Advisors
New York
$212M +$26.9M +15% 10.3% 67.8% 114 49.12%
HS
5028
Horan Securities
United States
$212M +$13.2M +7% 7.93% 50.1% 120 16.67%
1CM
5029
14B Capital Management
California
$212M +$46.3M +28% 9.34% 10 10%
CH
5030
CVS Health
Rhode Island
$212M +$18M +9% 9.48% 52.3% 6 0%
BBWP
5031
Beacon Bridge Wealth Partners
Pennsylvania
$212M +$11.4M +6% 6.15% 39.8% 115 27.83%
KA
5032
Kercheville Advisors
Texas
$212M +$33.7M +19% 15.5% 209% 95 24.21%
WS
5033
Wela Strategies
Georgia
$212M +$25.4M +14% 4.36% 51.3% 54 16.67%
RHI
5034
Richmond Hill Investments
New York
$212M +$9.11M +4% 5.15% 55.2% 4 0%
IAS
5035
IMA Advisory Services
Colorado
$211M +$11.7M +6% 7.87% 55.7% 74 10.81%
MA
5036
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 16.5% 157% 111 23.42%
EFA
5037
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 11.9% 134 15.67%
1W
5038
1776 Wealth
Georgia
$211M +$9.58M +5% 6.23% 87.4% 138 5.8%
BC
5039
Barrett & Company
Rhode Island
$211M +$26.6M +14% 11.3% 74.8% 640 7.66%
FNWM
5040
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 10.5% 111 63.96%
VAS
5041
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 0.87% 93.7% 52 15.38%
SFMG
5042
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 6.11% 47.3% 53 15.09%
LAM
5043
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 16.2% 103% 46 2.17%
PWM
5044
Prosperity Wealth Management
California
$211M +$57.2M +37% 13.5% 175% 212 52.36%
XSC
5045
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 14.9% 112% 183 31.69%
CAGAS
5046
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 10.2% 62.3% 146 2.74%
S
5047
Sachetta
Massachusetts
$211M +$6.06K +0% 7.13% 1,151 0.17%
SFG
5048
Sterling Financial Group
California
$211M +$42.1M +25% 4.8% 49.6% 68 14.71%
WAOTB
5049
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 5.8% 73.5% 86 12.79%
MF
5050
Montis Financial
Massachusetts
$210M +$42.3M +25% 5.31% 44% 84 14.29%