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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
PF
5276
Parker Financial
Washington
$231M +$23.5M +11% 7.98% 37.1% 38 10.53%
HIM
5277
Harbour Investment Management
Washington
$231M +$10.1M +5% 7.66% 58.8% 100 9%
FWMP
5278
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$231M +$21.1M +10% 6.99% 96 10.42%
ACP
5279
Arcus Capital Partners
Georgia
$231M -$17.9M -7% 7.79% 82.6% 135 20.74%
RIM
5280
Reliant Investment Management
Tennessee
$231M +$38.3M +20% 21.8% 122% 63 19.05%
EML
5281
Eos Management LP
New York
$231M +$7.47M +3% 11.9% 151% 47 34.04%
APW
5282
Aventura Private Wealth
Florida
$231M +$40.2M +21% 13.5% 850 15.88%
BWM
5283
Boyd Wealth Management
California
$231M +$30.3M +15% 8.05% 51.1% 53 18.87%
RSC
5284
Red Spruce Capital
Pennsylvania
$231M +$18.1M +8% 12.6% 93.3% 93 5.38%
SWM
5285
SK Wealth Management
Rhode Island
$231M +$44.4M +24% 7.28% 82 14.63%
FWP
5286
Firethorn Wealth Partners
Georgia
$231M +$21.1M +10% 9.53% 67.1% 191 18.32%
RCA
5287
Ranch Capital Advisors
Florida
$231M +$19.7M +9% 9.27% 82% 145 6.21%
SSW
5288
Smith Shellnut Wilson
Mississippi
$231M +$12.4M +6% 12% 92.2% 147 10.88%
OC
5289
ORIX Corp
Japan
$231M +$18.8M +9% 18.4% 11.7% 1 0%
MC
5290
Muzinich & Co
New York
$230M +$54.3M +31% 2.34% 9.67% 71 38.03%
WFG
5291
Wills Financial Group
Virginia
$230M +$4.85M +2% 4.26% 51.7% 71 15.49%
SPA
5292
Sherbrooke Park Advisers
New York
$230M +$15.6M +7% 6.29% 9.59% 827 70.98%
BWG
5293
Balanced Wealth Group
Ohio
$230M +$23.4M +11% 7.49% 70 7.14%
OIA
5294
Optimum Investment Advisors
Illinois
$230M +$17.9M +8% 13.1% 125% 650 7.23%
SC
5295
Swan Capital
Florida
$230M +$13.7M +6% 6.32% 516 33.33%
SC
5296
Seldon Capital
California
$230M +$71.3M +45% 23.4% 449% 71 23.94%
ER
5297
EVR Research
Virginia
$230M -$123M -35% 18% 104% 44 52.27%
SAMC
5298
Spectrum Asset Management (California)
California
$230M +$5.05M +2% 8.03% 56.5% 107 28.04%
MWM
5299
MBE Wealth Management
Wisconsin
$230M +$21M +10% 8.15% 60.9% 136 11.76%
SIAS
5300
Summit Investment Advisory Services
Minnesota
$230M +$26M +13% 9.83% 68.3% 71 4.23%