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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
BSC
5401
Brown Shipley & Co
United Kingdom
$203M -$18.8M -8% 3.37% 101% 81 20.99%
MI
5402
Moneywise Inc
Virginia
$203M +$14.4M +8% 5.86% 58% 63 14.29%
SC
5403
Swan Capital
Florida
$203M +$19.7M +11% 7.65% 47.9% 386 30.83%
FA
5404
Financial Avengers
California
$203M +$14.9M +8% 3.06% 108% 179 15.08%
NFG
5405
Norris Financial Group
South Carolina
$203M +$11.2M +6% 7.53% 142% 87 22.99%
NRW
5406
Nova R Wealth
Kansas
$203M +$9.1M +5% 5.57% 54.5% 86 10.47%
CCC
5407
Chelsea Counsel Company
California
$203M +$2.55M +1% 5.92% 106% 204 4.9%
CCA
5408
Cora Capital Advisors
New Jersey
$203M +$8.67M +4% 5.88% 70.5% 106 13.21%
AFC
5409
AFT Forsyth & Company
Florida
$203M -$1.13M -0.6% 4.28% 135% 141 10.64%
MAMNY
5410
Marathon Asset Management (New York)
New York
$203M +$91M +81% 40.7% 490% 12 41.67%
MLA
5411
MB, Levis & Associates
Pennsylvania
$203M +$12.6M +7% 6.25% 40% 299 5.69%
TA
5412
TKG Advisors
Indiana
$203M +$18.4M +10% 7.16% 104% 110 25.45%
WP
5413
Wealthspan Partners
Iowa
$203M +$21.4M +12% 6.89% 65% 107 3.74%
SAM
5414
Sequent Asset Management
Texas
$203M +$3.83M +2% 2.33% 51.3% 100 16%
DI
5415
Disciplined Investments
Oklahoma
$203M +$14.7M +8% 5.27% 51.4% 126 10.32%
FCB
5416
First County Bank
Connecticut
$203M +$8.08M +4% 7.86% 89.1% 166 10.24%
CCM
5417
Colorado Capital Management
Colorado
$203M +$23.2M +13% 6.66% 53.4% 98 4.08%
BWM
5418
Benchmark Wealth Management
Connecticut
$202M +$14.8M +8% 5.92% 42.7% 55 9.09%
OAM
5419
Origin Asset Management
United Kingdom
$202M -$198M -49% 16.2% 59.3% 13 38.46%
MCP
5420
Martin Capital Partners
Oregon
$202M -$45.2M -18% 7.45% 35.2% 72 5.56%
PWA
5421
Prairie Wealth Advisors
Nebraska
$202M +$5.06M +3% 4.55% 157 16.56%
DC
5422
Diametric Capital
Massachusetts
$202M +$18M +10% 9.7% 175% 532 63.72%
BA
5423
Bluesphere Advisors
Pennsylvania
$202M +$6.04M +3% 4.34% 93.4% 108 18.52%
APSI
5424
Asset Planning Services Inc
Louisiana
$202M +$12.7M +7% 7.17% 117% 35 0%
LWM
5425
Laidlaw Wealth Management
New York
$202M +$20.1M +11% 6.64% 150% 201 19.4%