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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
NFG
5801
Norris Financial Group
South Carolina
$251M -$55.1M -18% 15.7% 142% 109 35.78%
TWA
5802
Tandem Wealth Advisors
Arizona
$251M +$27M +12% 11.1% 43.1% 48 2.08%
HWA
5803
Heritage Wealth Architects
Minnesota
$251M +$11.8M +5% 11.2% 74 4.05%
MWM
5804
MOR Wealth Management
Pennsylvania
$251M +$33.2M +15% 14.8% 136 34.56%
CFC
5805
Client First Capital
California
$251M +$20.6M +9% 11.2% 49.6% 29 6.9%
AA
5806
Aufman Associates
Pennsylvania
$251M +$47M +23% 40.1% 136% 69 8.7%
CWMG
5807
Compass Wealth Management (Georgia)
Georgia
$251M +$16.8M +7% 12.5% 76 7.89%
LOM
5808
LTS One Management
New York
$251M +$12.2M +5% 20.9% 67.9% 23 30.43%
AF
5809
Abound Financial
California
$251M +$21.9M +10% 12.1% 309 12.3%
LA
5810
Latitude Advisors
Florida
$251M +$32.5M +15% 13.9% 72% 249 18.47%
BAM
5811
Ballast Asset Management
Texas
$251M +$26M +12% 18% 126% 55 9.09%
KSWWM
5812
Keyes Stange & Wooten Wealth Management
Florida
$251M +$26.6M +12% 9.52% 78 14.1%
SIM
5813
Sherborne Investors Management
New York
$251M +$9.72M +4% 4.03% 54.2% 1 0%
PK
5814
Pflug Koory
Nebraska
$250M +$32.1M +15% 22.7% 429 3.03%
DCM
5815
Dudley Capital Management
Virginia
$250M +$23.6M +10% 14.2% 110% 157 16.56%
MA
5816
MW Advisory
Georgia
$250M 18.4% 139
QCM
5817
Quadratic Capital Management
Connecticut
$250M -$133M -35% 0.4% 0.74% 2 0%
JWM
5818
Jupiter Wealth Management
Colorado
$250M -$3.03M -1% 15.1% 99.2% 97 11.34%
BCA
5819
Bernzott Capital Advisors
California
$250M +$41.2M +20% 17.6% 46.6% 40 17.5%
MC
5820
Matisse Capital
Oregon
$250M +$15.3M +7% 15.8% 66.9% 179 20.11%
LWM
5821
Level Wealth Management
North Carolina
$250M +$36.2M +17% 9.28% 73 12.33%
BF
5822
Brogan Financial
Tennessee
$250M +$22.2M +10% 9.3% 46.4% 64 12.5%
FHWM
5823
Fox Hill Wealth Management
Massachusetts
$249M +$41.5M +20% 33.3% 131 19.08%
MC
5824
Mirabaud & Cie
Switzerland
$249M +$3.5M +1% 30.8% 60 21.67%
RA
5825
Rockingstone Advisors
Massachusetts
$249M +$31.1M +14% 16.1% 101% 119 8.4%