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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
NECFA
5351
New England Capital Financial Advisors
Connecticut
$256M +$20.7M +9% 1.5% 55.6% 443 9.93%
BIA
5352
Bigelow Investment Advisors
Maine
$256M +$7.95M +3% 3.29% 67.1% 154 6.49%
TWM
5353
TCFG Wealth Management
California
$256M +$1.5M +0.6% 4.9% 290 17.24%
WA
5354
Waterford Advisors
New York
$256M -$33.2M -11% 1.91% 40.5% 63 38.1%
GFA
5355
Grunden Financial Advisory
Texas
$256M +$9.97M +4% 1.93% 35 11.43%
AG
5356
ASO Group
$256M 6.25% 55
HIA
5357
HFM Investment Advisors
New Jersey
$256M +$9.32M +4% 2.07% 1,342 10.28%
SP
5358
Saranac Partners
$256M -$296M -54% 3.4% 62.5% 237 70.46%
TWA
5359
Trellis Wealth Advisors
California
$256M +$9.98M +4% 2.58% 57.2% 44 13.64%
MAWCM
5360
Mine & Arao Wealth Creation & Management
California
$256M +$9.41M +4% 4.47% 92% 80 8.75%
NA
5361
NVP Associates
California
$255M +$89.2M +54% 33.3% 867% 6 16.67%
HAFS
5362
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 1.81% 58.5% 36 11.11%
AWMT
5363
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 1.35% 58.8% 99 31.31%
TGI
5364
TRV GP IV
Massachusetts
$255M -$18.8M -7% 44.9% 686% 2 0%
WAP
5365
Wealth Analytics Partners
California
$255M 1.79% 47
BAM
5366
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 3.64% 60.8% 9 55.56%
BCVI
5367
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 14.5% 82.1% 4 75%
SCM
5368
Spreng Capital Management
Ohio
$255M +$3.94M +2% 2.02% 72.5% 81 14.81%
UFAC
5369
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 1.24% 54 3.7%
SWM
5370
SFG Wealth Management
Maryland
$255M +$23.7M +10% 3.06% 82.1% 145 21.38%
FPW
5371
Flagship Private Wealth
Massachusetts
$254M +$5.54M +2% 2.38% 50.5% 119 11.76%
ACM
5372
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 2.2% 296% 67 43.28%
RA
5373
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 1.63% 39.1% 128 11.72%
RA
5374
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 4.92% 442 33.94%
SWM
5375
Shrier Wealth Management
California
$254M 3.69% 126