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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
WQ
5201
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 1.09% 96.7% 138 19.57%
HOWA
5202
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 4.33% 201 88.06%
EL
5203
EQ LLC
Washington
$213M +$13.1M +7% 0.1% 72.9% 66 15.15%
NFG
5204
Norris Financial Group
South Carolina
$213M +$9.67M +5% 6.77% 122% 87 18.39%
BIA
5205
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 0.21% 64.3% 158 5.7%
BAM
5206
Bullseye Asset Management
Colorado
$213M -$4.07M -2% 5.83% 55% 65 10.77%
BWM
5207
Baron Wealth Management
Michigan
$212M +$4.7M +2% 2.41% 86.8% 222 21.17%
BFA
5208
Bluestem Financial Advisors
Illinois
$212M -$1.84M -0.9% 2.23% 39.5% 27 0%
CB
5209
Centennial Bank
Arkansas
$212M -$5.69M -3% 0.28% 56.6% 340 13.53%
GPP
5210
Great Point Partners
Connecticut
$212M -$128M -38% 11.4% 554% 34 35.29%
WFS
5211
Weitzel Financial Services
Iowa
$212M -$852K -0.4% 1.86% 42.4% 42 4.76%
SWAG
5212
Spectrum Wealth Advisory Group
California
$212M +$33.8M +19% 1.57% 57.2% 58 25.86%
HB
5213
Horizon Bancorp
Indiana
$212M -$3.9M -2% 2.7% 22.7% 223 14.35%
FA
5214
Financial Avengers
California
$212M +$8.83M +4% 8.02% 117% 177 9.04%
SI
5215
Squadra Investments
Brazil
$212M -$299M -59% 30.6% 48.1% 7 57.14%
TBC
5216
Ted Buchan & Co
California
$212M +$1.01M +0.5% 0.85% 61% 88 9.09%
SWP
5217
ShoreHaven Wealth Partners
New Jersey
$212M +$4.37M +2% 0.61% 63.8% 95 18.95%
RCA
5218
Ranch Capital Advisors
Florida
$212M -$338K -0.2% 2.31% 82% 152 10.53%
EFG
5219
Elios Financial Group
Ohio
$212M -$5.13M -2% 1.03% 116 6.03%
ORG
5220
Optimist Retirement Group
Washington
$211M -$10.2M -5% 1.21% 127 10.24%
CCM
5221
Chaney Capital Management
Washington
$211M +$33.1M +19% 1.98% 37 2.7%
LAS
5222
Lloyd Advisory Services
Georgia
$211M +$4.22M +2% 0.52% 122 38.52%
S
5223
ShariaPortfolio
Florida
$211M +$23M +12% 25.4% 32 21.88%
HSWM
5224
Hubbell Strickland Wealth Management
Louisiana
$211M -$2.77M -1% 0.57% 56.8% 84 10.71%
WR
5225
WD Rutherford
Oregon
$211M +$6.13M +3% 5.58% 170% 79 11.39%