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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
BSA
5051
Bull Street Advisors
Georgia
$198M +$8.59M +5% 7.16% 41.9% 92 5.43%
IAMOG
5052
Investors Asset Management of Georgia
Georgia
$197M +$16.1M +9% 13.4% 113% 172 12.79%
AFA
5053
Alpha Financial Advisors
North Carolina
$197M +$39.4M +25% 10.2% 41.6% 49 34.69%
EFA
5054
Evernest Financial Advisors
Indiana
$197M 9.96% 122
CWA
5055
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 12% 66.4% 60 28.33%
CSC
5056
Caldwell Sutter Capital
California
$197M +$16.1M +9% 10.9% 79.5% 991 13.42%
MPM
5057
Mountaineer Partners Management
New York
$197M +$40.7M +26% 16.9% 158% 15 13.33%
PWP
5058
Precedent Wealth Partners
Texas
$197M 9.77% 131
RH
5059
RFG Holdings
Texas
$197M +$19.6M +11% 8.26% 72.3% 28 14.29%
KSWA
5060
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 9.64% 66% 221 23.98%
W
5061
WorthPointe
California
$197M +$26.9M +16% 10.6% 59.7% 83 30.12%
FFC
5062
First Financial Corp
Indiana
$197M +$26M +15% 13.9% 88.3% 402 10.95%
CPW
5063
Crestmont Private Wealth
Texas
$197M +$33M +20% 9.93% 54.8% 50 6%
RIM
5064
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 12.2% 122% 65 13.85%
SWA
5065
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 8.48% 56.3% 23 4.35%
TFA
5066
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 8.77% 63 22.22%
CWM
5067
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 8.43% 46.7% 41 0%
GC
5068
Greencape Capital
Australia
$196M +$11.6M +6% 16.6% 98.1% 3 0%
SIC
5069
Sterling Investment Counsel
New York
$196M +$21.4M +12% 11.1% 82.8% 171 19.88%
SL
5070
SIB LLC
New York
$196M +$27.1M +16% 18.9% 29.2% 18 0%
IRAG
5071
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 12.6% 88.6% 236 13.98%
FMTCOCP
5072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 9.87% 60.9% 456 22.37%
CCP
5073
Carmel Capital Partners
California
$196M -$27M -12% 11.6% 65.1% 762 80.71%
RBC
5074
Rye Brook Capital
Connecticut
$196M +$55.2M +39% 10.4% 67.3% 32 18.75%
PWM
5075
Palumbo Wealth Management
New York
$196M +$13.9M +8% 9.68% 115% 135 22.96%