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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
OPF
6476
Old Peak Finance
North Carolina
$171M +$9.22M +6% 1.11% 90 10%
TFA
6477
Tranquilli Financial Advisor
New Jersey
$171M -$1.11M -0.6% 0.27% 47.8% 146 20.55%
BFG
6478
Birch Financial Group
New Hampshire
$171M -$4.19M -2% 3.23% 144 11.11%
GAA
6479
Guardian Asset Advisors
Pennsylvania
$171M -$21.1M -11% 2.03% 111 10.81%
IJWM
6480
Inman Jager Wealth Management
Mississippi
$171M +$7.81M +5% 1.21% 84 3.57%
PFA
6481
Pillar Financial Advisors
Kentucky
$171M +$5.31M +3% 1.55% 113 7.96%
AFS
6482
AFG Fiduciary Services
Massachusetts
$171M +$2.49M +1% 0.72% 61.9% 99 18.18%
CGA
6483
Channing Global Advisors
Florida
$171M +$14.6M +9% 2.57% 104% 54 31.48%
EWA
6484
EQ Wealth Advisors
Texas
$171M +$1.66M +1% 0.07% 258 79.07%
MAMG
6485
Milestone Asset Management Group
Connecticut
$171M -$6.07M -3% 3.66% 133 8.27%
TIA
6486
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 0.03% 167% 96 12.5%
BFG
6487
Beto Financial Group
Idaho
$171M +$22.7M +15% 0.11% 156 17.31%
ECM
6488
English Capital Management
Michigan
$171M +$8.22M +5% 0.76% 38 13.16%
EIM
6489
Ervin Investment Management
Washington
$171M -$7.73M -4% 4.56% 84.3% 48 10.42%
DWM
6490
Defined Wealth Management
Oregon
$171M -$2.74M -2% 0.95% 54.4% 112 5.36%
TWM
6491
TLW Wealth Management
Florida
$171M -$2.65M -2% 0.12% 82.1% 19 15.79%
BAM
6492
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 1.56% 116% 626 19.81%
LFWA
6493
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 0.98% 59% 29 3.45%
RC
6494
Rareview Capital
Nevada
$171M +$16.4M +11% 2.72% 60 28.33%
KRAVCF
6495
Karnit Road Accident Victims Compensation Fund
$170M -$6.5M -4% 4.15% 18 16.67%
AWA
6496
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 0.05% 52 7.69%
SRB
6497
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 1.32% 39 2.56%
AGC
6498
ARP Global Capital
$170M -$161M -49% 14.6% 39 79.49%
HF
6499
Holcombe Financial
Georgia
$170M +$10.9M +7% 0.2% 52 13.46%
DWM
6500
Daner Wealth Management
Georgia
$170M +$6.77M +4% 0.89% 102 22.55%