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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
AFG
5251
American Financial Group
Ohio
$276M +$16.3M +6% 1.81% 32.5% 66 13.64%
HFP
5252
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 12.4% 95.7% 147 12.93%
FWMP
5253
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 2.07% 95 3.16%
ROC
5254
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 0.7% 93.4% 29 13.79%
RCM
5255
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 2.47% 71.8% 617 19.29%
WP
5256
Wealthspan Partners
Iowa
$275M +$13.3M +5% 2.89% 65% 130 6.15%
CCAM
5257
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 6.03% 31 9.68%
IIA
5258
ICW Investment Advisors
Arizona
$275M -$2.95M -1% 1.29% 50.1% 147 3.4%
ECML
5259
Eagle Capital Management (Louisiana)
Louisiana
$275M +$10.4M +4% 3.45% 93.6% 51 7.84%
TBT
5260
Texas Bank & Trust
Texas
$275M +$10.5M +4% 4.43% 185 10.27%
AFO
5261
Arrowroot Family Office
California
$275M +$24.3M +10% 1.95% 155 18.06%
FFP
5262
Freedom Financial Partners
Minnesota
$275M +$12.4M +5% 1.32% 88 5.68%
PMA
5263
Prudent Man Advisors
Illinois
$275M +$3.23M +1% 3.32% 82.8% 140 8.57%
AFS
5264
Access Financial Services
Minnesota
$275M -$1.43M -0.5% 1.31% 44.8% 108 13.89%
ACM
5265
Absolute Capital Management
Pennsylvania
$275M +$41.1M +18% 2.73% 91% 141 20.57%
DFG
5266
Dupree Financial Group
Kentucky
$274M +$11.3M +4% 2.2% 85 23.53%
NRW
5267
Nova R Wealth
Kansas
$274M +$38.5M +16% 2.69% 54.5% 94 21.28%
FDW
5268
Fourth Dimension Wealth
Ohio
$274M +$11.9M +5% 2.45% 625 8.96%
BWM
5269
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 2.14% 157 8.28%
ZIG
5270
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 3.3% 116% 158 6.33%
MAM
5271
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 1.71% 52 3.85%
NWWA
5272
New Wave Wealth Advisors
Arkansas
$273M +$16.8M +7% 4.97% 200 20.5%
BWG
5273
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 2.03% 72 4.17%
BFA
5274
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 1.67% 172 26.16%
IA
5275
IMZ Advisory
Florida
$273M +$4.53M +2% 1.81% 41 4.88%