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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
BIA
6426
Benchmark Investment Advisors
Illinois
$140M +$2.23M +2% 2.54% 93 11.83%
AFP
6427
Alpha Financial Partners
Kentucky
$140M +$24.7M +21% 4.92% 61.8% 159 86.16%
EFG
6428
Ehrlich Financial Group
California
$140M +$13.5M +11% 4.92% 128 37.5%
SWIM
6429
Smallwood Wealth Investment Management
New Jersey
$140M +$10.7M +8% 6.93% 67.4% 74 14.86%
SA
6430
SFI Advisors
New Jersey
$140M +$10.3M +8% 6.8% 82.9% 88 28.41%
MFFIA
6431
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 4.74% 136% 73 12.33%
HFW
6432
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 5.62% 68.6% 84 15.48%
FFWM
6433
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 5.71% 59.5% 470 73.83%
KWA
6434
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 5.45% 68.1% 77 19.48%
CWA
6435
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 4.15% 52 7.69%
SFC
6436
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 7.46% 71 5.63%
SWM
6437
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 4.86% 292 17.12%
OCM
6438
Orser Capital Management
Texas
$140M +$6.93M +5% 5.89% 122% 41 2.44%
CCCPV
6439
Castle Creek Capital Partners VI
California
$140M +$19M +16% 31.3% 4 25%
SWM
6440
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 5.11% 36 25%
AIFAIM
6441
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 6% 72.8% 146 13.01%
LM
6442
Lansing Management
New York
$140M +$38.8M +38% 12.5% 76.9% 7 28.57%
RFO
6443
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 6.07% 86 11.63%
RAS
6444
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 6.05% 98 23.47%
TT
6445
TI-Trust
Illinois
$140M +$9.91M +8% 7.53% 85.8% 127 5.51%
DAM
6446
Draper Asset Management
New York
$140M +$7.48M +6% 3.6% 153% 28 35.71%
WCM
6447
Washburn Capital Management
Florida
$140M -$541K -0.4% 4.86% 117% 40 10%
EFG
6448
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 63.3% 26 11.54%
MCM
6449
Mork Capital Management
California
$140M +$12M +9% 6.62% 61.9% 107 0.93%
BWG
6450
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% 101 23.76%