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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
BRG
5426
Bay Rivers Group
Virginia
$182M +$22.8M +14% 19.3% 166% 83 18.07%
ATWA
5427
Arbor Trust Wealth Advisors
Michigan
$182M +$14M +8% 7.98% 52.8% 100 10%
TWA
5428
Tandem Wealth Advisors
Arizona
$182M +$8.54M +5% 4.97% 33.1% 67 28.36%
BCA
5429
Ballentine Capital Advisors
South Carolina
$182M +$11.8M +7% 4.75% 32 9.38%
GF
5430
Genesis Fortune
Cayman Islands
$182M -$3.06M -2% 1.66% 1 0%
SWP
5431
ShoreHaven Wealth Partners
New Jersey
$182M +$17.4M +11% 6.98% 63.8% 80 7.5%
COA
5432
Crown Oak Advisors
California
$182M +$10.6M +6% 6.32% 22 4.55%
GCM
5433
Gables Capital Management
Florida
$182M +$20.6M +13% 16% 123% 412 13.11%
FIM
5434
FWL Investment Management
Texas
$181M +$9.81M +6% 7.67% 127% 268 26.12%
SFG
5435
SVB Financial Group
Texas
$181M +$68.5M +61% 164% 15 26.67%
AA
5436
AJ Advisors
Tennessee
$181M +$18.7M +12% 7.37% 59.8% 49 14.29%
AFM
5437
Abbot Financial Management
Massachusetts
$181M +$15M +9% 10.2% 80.5% 125 9.6%
JWM
5438
JPL Wealth Management
Colorado
$181M +$42.3M +30% 8.04% 120 24.17%
ACM
5439
Adalta Capital Management
New York
$181M +$15.7M +9% 8.63% 66.3% 104 9.62%
FF
5440
Fluent Financial
Texas
$181M +$12.4M +7% 8.26% 42.5% 89 21.35%
CCP
5441
Cunning Capital Partners
North Carolina
$181M +$20.3M +13% 22.2% 180% 92 20.65%
OWA
5442
ORBA Wealth Advisors
Illinois
$181M +$13.9M +8% 6.23% 97 5.15%
SFP
5443
Strategic Financial Partners
Oregon
$181M +$8.48M +5% 6.65% 43% 79 22.78%
DFS
5444
Dixon Fnancial Services
California
$181M +$18M +11% 7.97% 70% 36 25%
NPI
5445
New Perspectives Inc
Mississippi
$181M 6.62% 30
FCCM
5446
First City Capital Management
Georgia
$181M +$8.26M +5% 10.8% 76.5% 177 11.86%
TP
5447
Toronado Partners
California
$181M -$9.61M -5% 8.56% 61% 12 16.67%
HCM
5448
HMS Capital Management
Tennessee
$181M +$17.8M +11% 15.3% 130% 125 28%
BA
5449
Bluesphere Advisors
Pennsylvania
$181M +$19.3M +12% 11.6% 81.4% 95 10.53%
KCM
5450
KM Capital Management
Texas
$180M +$7.27M +4% 7.45% 50.5% 48 18.75%