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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
FWM
5426
FMB Wealth Management
California
$242M -$11.7M -5% 0.65% 71.1% 92 21.74%
BWG
5427
Beta Wealth Group
California
$242M -$7.02M -3% 0.5% 45.4% 122 13.93%
TPF
5428
Tribridge Partners Financial
Maryland
$242M +$3.28M +1% 2.09% 81 6.17%
DO
5429
denkapparat Operations
Germany
$242M +$57.7M +31% 5.61% 364 27.75%
BCA
5430
Ballentine Capital Advisors
South Carolina
$242M +$4.14M +2% 0.34% 27 7.41%
PWS
5431
Physician Wealth Solutions
Nevada
$242M +$5.78M +2% 1.01% 45 0%
DCM
5432
Dean Capital Management
Kansas
$241M +$6.69M +3% 10.3% 89.7% 127 20.47%
TTA
5433
Thor Trading Advisors
Pennsylvania
$241M +$72.2K +0% 1.25% 13 7.69%
AA
5434
Altman Advisors
Illinois
$241M -$24.1M -9% 1.28% 127% 99 26.26%
PFWA
5435
Paces Ferry Wealth Advisors
Georgia
$241M -$5.15M -2% 2.66% 72% 143 13.99%
CWA
5436
Continuum Wealth Advisors
New York
$241M -$17.8M -7% 3.42% 61.4% 84 23.81%
SIM
5437
Sherborne Investors Management
New York
$241M -$142M -37% 37.1% 54.2% 1 0%
OFA
5438
Onyx Financial Advisors
Idaho
$241M +$4.95M +2% 0.68% 52.5% 18 5.56%
RS
5439
Rakuten Securities
Japan
$241M -$67.5M -22% 3.81% 964 16.29%
MWM
5440
MBE Wealth Management
Wisconsin
$241M +$1.91M +0.8% 0.23% 60.9% 145 11.03%
GL
5441
GHE LLC
Tennessee
$241M -$61.1M -20% 5.14% 188% 56 5.36%
DJC
5442
Daily Journal Corp
California
$241M -$36M -13% 12.9% 108% 4 0%
FF
5443
Foronjy Financial
California
$241M +$1.06M +0.4% 2.28% 105 8.57%
AP
5444
Advisortrust Partners
North Carolina
$240M +$12.8M +6% 2.9% 267 46.07%
CIA
5445
Caerus Investment Advisors
Texas
$240M -$68.5M -22% 1.28% 63.6% 382 45.03%
RTL
5446
Red Tortoise LLC
Georgia
$240M +$4.56M +2% 1.37% 43.7% 617 7.62%
CWA
5447
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 2.2% 57.5% 340 38.24%
HIP
5448
Hengistbury Investment Partners
United Kingdom
$240M +$17.4M +8% 8.39% 108% 4 25%
QFW
5449
QTR Family Wealth
Florida
$240M +$13M +6% 1.61% 324 25.93%
DAS
5450
DMKC Advisory Services
Iowa
$240M +$12.2M +5% 2.94% 86 5.81%