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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
SWM
5026
Selective Wealth Management
Virginia
$246M +$5.54M +2% 5.7% 62.6% 112 8.04%
VWM
5027
Vigilare Wealth Management
Arizona
$246M -$1.06M -0.4% 0.4% 56.9% 94 8.51%
BAMG
5028
Brand Asset Management Group
Missouri
$246M -$9.24M -4% 0.57% 70.2% 92 6.52%
GB
5029
Goepper Burkhardt
South Carolina
$246M +$3.74M +2% 0.51% 50.4% 84 4.76%
HNWA
5030
Henrickson Nauta Wealth Advisors
Michigan
$246M -$5.81M -2% 3.48% 61.6% 86 9.3%
BCFD
5031
Boit C.F. David
$246M +$44.2M +22% 0.78% 75.4% 129 3.1%
CL
5032
CRCM LP
California
$246M +$91.4M +59% 42.6% 7 57.14%
ODA
5033
One Degree Advisors
California
$246M +$8.62M +4% 1.58% 66 16.67%
WCM
5034
Weik Capital Management
Pennsylvania
$246M -$1.9M -0.8% 0.58% 66.9% 97 8.25%
CWG
5035
Crown Wealth Group
North Carolina
$246M +$15.9M +7% 3.25% 86.2% 125 18.4%
TWM
5036
TSA Wealth Management
Texas
$246M -$2.52M -1% 0.83% 68 13.24%
RFM
5037
RPD Fund Management
New York
$246M 9.58% 8
W
5038
WorthPointe
California
$246M +$7.9M +3% 0.12% 59.7% 100 30%
RL
5039
Rogco LP
Oklahoma
$245M -$9.69M -4% 0.61% 53.3% 252 18.25%
FDS
5040
First Dallas Securities
Texas
$245M +$6.11M +3% 4.47% 163% 122 10.66%
BFP
5041
Briaud Financial Planning
Texas
$245M +$51.7M +27% 0.76% 93.1% 207 34.3%
GCM
5042
GKV Capital Management
California
$245M 3.07% 160
LRIC
5043
Long Road Investment Counsel
Michigan
$245M -$6.04M -2% 0.53% 53.8% 71 0%
TFG
5044
Tilson Financial Group
New Jersey
$245M +$14.3M +6% 1.98% 39.3% 77 11.69%
MWS
5045
Maxwell Wealth Strategies
California
$245M +$9.64M +4% 2.31% 112 7.14%
BPM
5046
Blue Pool Management
Hong Kong
$245M -$31.9M -12% 8.68% 72.8% 3 0%
VEA
5047
Virtus ETF Advisers
New York
$245M +$31M +15% 3.91% 177% 511 20.74%
BFS
5048
Burkett Financial Services
South Carolina
$245M +$2.63M +1% 0.06% 230 8.7%
HFF
5049
Halter Ferguson Financial
Indiana
$244M +$56.7M +30% 37.7% 37 16.22%
CWA
5050
Consilio Wealth Advisors
Washington
$244M +$2.02M +0.8% 1.17% 66.4% 80 20%