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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
DA
5126
Dover Advisors
Virginia
$230M +$55.2M +32% 0.21% 65% 167 25.75%
BC
5127
Bayforest Capital
United Kingdom
$230M +$150M +188% 3.75% 926 50.54%
DCM
5128
Dean Capital Management
Kansas
$230M -$5.34M -2% 1.38% 89.7% 138 5.8%
FF
5129
Fluent Financial
Texas
$230M +$3.5M +2% 1.23% 42.5% 77 42.86%
PWA
5130
Phoenix Wealth Advisors
North Carolina
$229M -$1.07M -0.5% 0.34% 60.1% 125 4.8%
ECA
5131
Elevation Capital Advisory
Oregon
$229M -$4.09M -2% 1.09% 80 63.75%
SLA
5132
Silver Lake Advisory
Utah
$229M +$1.81M +0.8% 2.26% 70.9% 101 6.93%
LBWM
5133
Left Brain Wealth Management
Illinois
$229M -$35.6M -13% 4.61% 357% 106 28.3%
HAG
5134
HF Advisory Group
Maryland
$229M +$11.3M +5% 1.77% 64.2% 162 3.09%
LA
5135
LFL Advisers
Illinois
$229M -$28.2M -11% 3.61% 83% 9 11.11%
SM
5136
Sweeney & Michel
California
$229M 0.61% 119
MFG
5137
Monte Financial Group
Connecticut
$228M -$5.11M -2% 0.16% 57.9% 90 15.56%
RA
5138
Ruggaard & Associates
Ohio
$228M +$267K +0.1% 1.76% 47.6% 117 7.69%
WF
5139
Wayfinding Financial
Washington
$228M +$41.2M +22% 1.53% 68.3% 742 81.67%
TLA
5140
Tanglewood Legacy Advisors
Texas
$228M -$5.74M -2% 2.92% 61.1% 312 10.26%
GGI
5141
GPM Growth Investors
Michigan
$228M -$8.53M -4% 3.79% 46 10.87%
GBI
5142
GP Brinson Investments
Illinois
$228M -$14.3M -6% 0.2% 45.5% 16 6.25%
EAM
5143
Eukles Asset Management
Ohio
$228M -$6.82M -3% 3.61% 77.2% 233 5.58%
GAMC
5144
Garner Asset Management Corp
Texas
$228M +$6.42M +3% 1.51% 95.3% 168 20.24%
BWS
5145
BCR Wealth Strategies
Alabama
$228M +$13.9M +7% 0.15% 42.2% 27 7.41%
OWM
5146
Olympus Wealth Management
Utah
$228M -$46.9M -17% 0.11% 43.1% 20 15%
HOWA
5147
Heritage Oak Wealth Advisors
Florida
$228M +$14.7M +7% 2.8% 92 42.39%
BWM
5148
Baron Wealth Management
Michigan
$228M +$15.1M +7% 1.56% 86.8% 238 30.67%
BFA
5149
Buttonwood Financial Advisors
Maryland
$228M +$62.4K +0% 0.85% 66.3% 99 5.05%
PFM
5150
Potomac Fund Management
Florida
$227M -$1.48B -87% 4.34% 100 32%