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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
SFC
6301
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 6.39% 86 6.98%
SRA
6302
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 10.1% 125 10.4%
YWM
6303
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 5.75% 41 12.2%
WCM
6304
Washburn Capital Management
Florida
$179M +$8.41M +5% 8.92% 117% 58 13.79%
SWM
6305
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 8.58% 104% 137 10.95%
CTC
6306
Cetera Trust Company
Minnesota
$179M +$11.1M +7% 9.39% 366 5.46%
WU
6307
Washington University
Missouri
$179M +$57.1M +47% 19.1% 44% 5 60%
RC
6308
Renaissance Capital
Connecticut
$178M +$35M +24% 9.59% 410% 33 21.21%
O3W
6309
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 6.72% 122 7.38%
WAM
6310
Walker Asset Management
Missouri
$178M +$5.07M +3% 5.18% 75.9% 152 15.79%
WAC
6311
William Allan Corp
Colorado
$178M +$6.7M +4% 5.47% 84.7% 51 5.88%
BWS
6312
Broadway Wealth Solutions
Texas
$178M +$17.7M +11% 5.33% 102 12.75%
WFAG
6313
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 8.65% 82.9% 159 12.58%
FFC
6314
Frederick Financial Consultants
Maryland
$178M +$17.3M +11% 8.89% 112 11.61%
SFG
6315
Sowa Financial Group
Rhode Island
$178M +$18.1M +11% 11.4% 77.7% 27 3.7%
CAM
6316
Clarity Asset Management
Iowa
$178M +$10.7M +6% 5.72% 267 13.11%
ACM
6317
AUA Capital Management
Pennsylvania
$178M +$10.8M +6% 6.77% 61.4% 77 1.3%
CC
6318
Corsicana & Co
Texas
$178M 7.48% 261
PI
6319
Pachira Investments
California
$178M +$45.7M +35% 8.84% 72.6% 65 16.92%
FCMA
6320
Foresight Capital Management Advisors
Michigan
$178M +$5.89M +3% 8.44% 102 21.57%
FAIM
6321
Financial Advocates Investment Management
Washington
$178M -$1.05B -86% 9.55% 89.9% 630 83.97%
HC
6322
Hurley Capital
New York
$178M +$35.2M +25% 7.59% 711 36.57%
TIA
6323
Trust Investment Advisors
Indiana
$178M +$13.1M +8% 12.1% 167% 134 29.85%
PIA
6324
Panoramic Investment Advisors
Colorado
$178M +$15M +9% 7.86% 129 9.3%
DFG
6325
Delphi Financial Group
Delaware
$178M +$36M +25% 6.55% 66.3% 28 39.29%