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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
PF
5451
Parker Financial
Washington
$247M +$2.73M +1% 1.57% 37.1% 36 5.56%
BWM
5452
Bernard Wealth Management
Michigan
$246M +$7.04M +3% 4.32% 359 5.57%
LB
5453
Legacy Bridge
Iowa
$246M +$6.07M +3% 2.32% 149% 474 36.29%
PFWA
5454
Paces Ferry Wealth Advisors
Georgia
$246M +$5.98M +2% 2.16% 69.3% 138 11.59%
KIC
5455
Kensington Investment Counsel
California
$246M +$672K +0.3% 1.54% 61.6% 112 14.29%
VWM
5456
Vermillion Wealth Management
Minnesota
$246M -$124M -34% 1.89% 1,609 65.94%
BFM
5457
Blacksheep Fund Management
Ireland
$246M +$129M +110% 0.23% 81.6% 8 50%
DCM
5458
Decatur Capital Management
Georgia
$246M -$6.01M -2% 3.08% 132% 39 17.95%
WFP
5459
Wrenne Financial Planning
Kentucky
$246M +$11.9M +5% 1.63% 51 1.96%
TW
5460
Traveka Wealth
California
$246M +$21.7M +10% 2.73% 198 17.17%
LAM
5461
Lewis Asset Management
California
$246M +$2.28M +0.9% 2.61% 195 9.74%
LWM
5462
Lodestone Wealth Management
Washington
$246M +$23.1M +10% 2.94% 81.1% 798 78.32%
LIA
5463
LifePlan Investment Advisors
North Carolina
$246M +$7.16M +3% 1.44% 41.5% 119 8.4%
MC
5464
Metavasi Capital
New York
$245M -$85.6M -26% 8.45% 656% 45 62.22%
HWM
5465
HighMark Wealth Management
Minnesota
$245M +$18.2M +8% 10.6% 84.2% 667 21.29%
TWM
5466
Tumwater Wealth Management
Idaho
$245M +$20.2M +9% 2.97% 36 11.11%
SWMG
5467
Signature Wealth Management Group
Georgia
$245M -$12.4M -5% 0.24% 120 16.67%
FS
5468
Financial Symmetry
North Carolina
$245M +$22.2M +10% 3.22% 62 16.13%
AAG
5469
Avalon Advisory Group
Pennsylvania
$245M -$1.65M -0.7% 1.38% 41.4% 18 27.78%
BAM
5470
Bayshore Asset Management
Florida
$245M +$11.8M +5% 3.09% 62.3% 41 2.44%
DWM
5471
Dopkins Wealth Management
New York
$245M +$7.77M +3% 2.93% 64.4% 82 4.88%
ECA
5472
Elevation Capital Advisory
Oregon
$245M -$5.59M -2% 1.02% 86 56.98%
BOC
5473
Bull Oak Capital
California
$245M +$9.34M +4% 1.52% 37 16.22%
RCM
5474
Robinson Capital Management
Michigan
$245M +$56.1M +30% 0.08% 1.5% 128 28.91%
FOR
5475
Family Office Research
Maryland
$245M +$16M +7% 6.42% 79 11.39%