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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
AWP
5151
Accretive Wealth Partners
New Jersey
$236M -$3.5M -1% 0.26% 57.3% 134 9.7%
BBWP
5152
Beacon Bridge Wealth Partners
Pennsylvania
$235M +$2.72M +1% 0.2% 52% 94 13.83%
BIM
5153
Breakwater Investment Management
Washington
$235M -$4.27M -2% 1.47% 319 5.96%
NCFG
5154
New Century Financial Group
New Jersey
$235M -$37.6M -14% 1.68% 341 24.93%
HIS
5155
Horizon Investment Services
Indiana
$235M +$1.19M +0.5% 10.7% 250% 141 26.24%
OFS
5156
OMC Financial Services
New York
$235M +$23.6M +11% 5.2% 62 3.23%
BKA
5157
Brick & Kyle Associates
Pennsylvania
$235M +$1.69M +0.7% 0.31% 97.4% 63 15.87%
JCM
5158
Jacobsen Capital Management
Utah
$235M -$2.72M -1% 0% 86.7% 105 12.38%
DCM
5159
Dean Capital Management
Kansas
$235M -$674K -0.3% 0.14% 89.7% 149 16.78%
FNBSF
5160
First National Bank Sioux Falls
South Dakota
$235M +$14.9M +7% 0.68% 65.4% 131 4.58%
EAM
5161
Eukles Asset Management
Ohio
$235M -$14.4M -6% 0.4% 77.2% 246 9.35%
LWA
5162
Lowe Wealth Advisors
Maryland
$235M +$2.53M +1% 0.11% 63.3% 378 20.63%
SNWA
5163
Siligmueller & Norvid Wealth Advisors
Illinois
$235M 0.27% 93
HFRG
5164
Houlihan Financial Resource Group
Virginia
$235M -$7.24M -3% 1.27% 50.6% 109 7.34%
BU
5165
Brown University
Rhode Island
$235M -$12.5M -5% 8.1% 37.9% 14 42.86%
JWM
5166
Jessup Wealth Management
Ohio
$235M +$16.5M +8% 4.32% 164% 74 28.38%
AA
5167
Altman Advisors
Illinois
$235M +$9.78M +4% 2.71% 127% 99 9.09%
LFP
5168
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 1.28% 56.8% 80 8.75%
BVC
5169
Bright Valley Capital
Hong Kong
$234M +$107M +83% 31.5% 13 61.54%
KPP
5170
Kings Path Partners
Texas
$234M -$4.15M -2% 1.81% 314 13.06%
MVP
5171
Miller Value Partners
Florida
$234M +$57M +32% 11.1% 133% 33 9.09%
PC
5172
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 4.11% 43% 87 19.54%
WMA
5173
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 6.78% 111% 219 8.68%
BDFN
5174
Bond & Devick Financial Network
Minnesota
$234M $0 0% 3.71% 41.2% 157 0%
TLA
5175
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 1.23% 61.1% 306 9.8%