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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
BWG
5276
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 2.03% 72 4.17%
BFA
5277
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 1.67% 172 26.16%
IA
5278
IMZ Advisory
Florida
$273M +$4.53M +2% 1.81% 41 4.88%
IWM
5279
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 3.77% 258 13.95%
PW
5280
Potentia Wealth
California
$273M +$10.8M +4% 1.95% 98 8.16%
SCM
5281
SB Capital Management
California
$273M 14.8% 93
WWC
5282
Waypoint Wealth Counsel
Georgia
$273M +$19.5M +8% 5.53% 96.6% 324 29.32%
LIM
5283
Letson Investment Management
Georgia
$273M -$6.03M -2% 0.89% 102 3.92%
TBC
5284
Ted Buchan & Co
California
$272M +$17.2M +7% 1.67% 61% 90 10%
CCP
5285
Cyrus Capital Partners
New York
$272M -$145M -35% 21.9% 163% 5 20%
AC
5286
AMANSA Capital
Singapore
$272M -$59M -18% 6.33% 115% 2 0%
SWAG
5287
Spectrum Wealth Advisory Group
California
$272M +$29.8M +12% 1.94% 67.9% 67 17.91%
SC
5288
Stance Capital
Massachusetts
$272M -$740K -0.3% 4.44% 314 68.47%
AG
5289
Amiral Gestion
France
$272M -$3.24M -1% 5.4% 33 36.36%
CC
5290
Congruence Capital
California
$272M 3.62% 30
AIA
5291
Armor Investment Advisors
North Carolina
$272M -$43.7M -14% 1.53% 56.6% 159 11.32%
FL
5292
FreeGulliver LLC
Louisiana
$272M +$47.3M +21% 3.91% 124 32.26%
RCA
5293
Ranch Capital Advisors
Florida
$272M +$13.3M +5% 2.32% 92.6% 160 10%
IAM
5294
Iridian Asset Management
Connecticut
$272M +$17.5M +7% 11.2% 82.5% 48 20.83%
TWM
5295
Trinity Wealth Management
Pennsylvania
$271M +$4.76M +2% 1.16% 53.5% 76 22.37%
CWA
5296
Consilium Wealth Advisory
Texas
$271M +$11.8M +5% 3.64% 118% 98 7.14%
MFC
5297
Mechanics Financial Corp
Ohio
$271M +$6.93M +3% 2.91% 81.6% 244 6.15%
AA
5298
AJ Advisors
Tennessee
$271M +$26.5M +11% 2.1% 59.8% 39 17.95%
EAIC
5299
Empower Annuity Insurance Company
Connecticut
$271M -$3.14M -1% 1.15% 0.86% 1 0%
MWA
5300
Miller Wealth Advisors
Colorado
$271M +$22.8M +9% 10.6% 117% 142 27.46%