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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
DWM
5201
Denver Wealth Management
Colorado
$200M +$3.73M +2% 3.46% 50% 84 5.95%
JWBC
5202
John W. Brooker & Co
California
$200M +$13.5M +7% 0.68% 38.4% 76 3.95%
SICM
5203
Sustainable Insight Capital Management
New York
$200M +$61M +44% 8.86% 106% 91 45.05%
2C
5204
272 Capital
Texas
$200M -$50.9M -20% 6.49% 213% 93 53.76%
RA
5205
Ransom Advisory
Rhode Island
$199M +$12M +6% 4.83% 409 17.85%
WA
5206
Wilshire Advisors
California
$199M -$1.56M -0.8% 0.95% 110% 11 0%
MIRH
5207
Madison International Realty Holdings
New York
$199M -$6.92M -3% 3.32% 2 0%
HFP
5208
Holistic Financial Partners
Indiana
$199M +$2.52M +1% 6.3% 95.7% 137 13.14%
HSWM
5209
Hubbell Strickland Wealth Management
Louisiana
$199M +$1.57M +0.8% 0.96% 56.8% 81 7.41%
HWA
5210
Hilltop Wealth Advisors
North Carolina
$199M +$3.66M +2% 1.78% 43.9% 53 7.55%
PWA
5211
Phoenix Wealth Advisors
North Carolina
$199M +$35.1M +21% 2.25% 55% 121 8.26%
WR
5212
WD Rutherford
Oregon
$199M +$5.98M +3% 5% 170% 100 9%
FH
5213
FWG Holdings
Florida
$199M +$12.6M +7% 3.61% 70.6% 112 9.82%
NRC
5214
New Republic Capital
North Carolina
$199M +$41.6M +26% 2.27% 72.9% 260 21.15%
SFPG
5215
Stonebridge Financial Planning Group
Florida
$199M +$9.87M +5% 3.25% 54.7% 159 8.81%
CCM
5216
Conway Capital Management
California
$199M +$20.2M +11% 14.3% 154% 47 14.89%
LIA
5217
Luken Investment Analytics
Tennessee
$199M +$655K +0.3% 2.74% 47.6% 148 13.51%
BAM
5218
Bayshore Asset Management
Florida
$199M -$5.1M -3% 1.35% 62.3% 43 25.58%
SAM
5219
Sequent Asset Management
Texas
$199M +$9.52M +5% 0.46% 51.3% 93 12.9%
MCS
5220
Mithaq Capital SPC
Saudi Arabia
$199M -$184M -48% 20.9% 51.1% 5 20%
FIM
5221
FWL Investment Management
Texas
$198M +$16.9M +9% 5.5% 127% 277 30.69%
FF
5222
Fluent Financial
Texas
$198M +$17.4M +10% 0.45% 42.5% 102 46.08%
MHB
5223
Midwest Heritage Bank
Iowa
$198M +$7.87M +4% 0.56% 50% 58 12.07%
BFA
5224
Bluestem Financial Advisors
Illinois
$198M +$4.37M +2% 0.15% 39.5% 28 3.57%
RFA
5225
Register Financial Advisors
Georgia
$198M +$5.13M +3% 0.49% 126% 769 8.84%