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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
AFS
6501
AFG Fiduciary Services
Massachusetts
$171M +$2.49M +1% 0.72% 61.9% 99 18.18%
CGA
6502
Channing Global Advisors
Florida
$171M +$14.6M +9% 2.57% 131% 54 31.48%
EWA
6503
EQ Wealth Advisors
Texas
$171M +$1.66M +1% 0.07% 258 79.07%
MAMG
6504
Milestone Asset Management Group
Connecticut
$171M -$6.07M -3% 3.66% 133 8.27%
TIA
6505
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 0.03% 167% 96 12.5%
BFG
6506
Beto Financial Group
Idaho
$171M +$22.7M +15% 0.11% 156 17.31%
ECM
6507
English Capital Management
Michigan
$171M +$8.22M +5% 0.76% 38 13.16%
EIM
6508
Ervin Investment Management
Washington
$171M -$7.73M -4% 4.56% 84.3% 48 10.42%
DWM
6509
Defined Wealth Management
Oregon
$171M -$2.74M -2% 0.95% 70.3% 112 5.36%
TWM
6510
TLW Wealth Management
Florida
$171M -$2.65M -2% 0.12% 82.9% 19 15.79%
BAM
6511
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 1.56% 116% 626 19.81%
LFWA
6512
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 0.98% 59% 29 3.45%
RC
6513
Rareview Capital
Nevada
$171M +$16.4M +11% 2.72% 60 28.33%
KRAVCF
6514
Karnit Road Accident Victims Compensation Fund
$170M -$6.5M -4% 4.15% 18 16.67%
AWA
6515
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 0.05% 52 7.69%
SRB
6516
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 1.32% 39 2.56%
AGC
6517
ARP Global Capital
$170M -$161M -49% 14.6% 39 79.49%
HF
6518
Holcombe Financial
Georgia
$170M +$10.9M +7% 0.2% 52 13.46%
DWM
6519
Daner Wealth Management
Georgia
$170M +$6.77M +4% 0.89% 102 22.55%
CF
6520
Cyr Financial
Illinois
$170M +$9.55M +6% 1.36% 61 9.84%
BM
6521
Brandywine Managers
Delaware
$170M -$32.3M -16% 13.9% 53.1% 45 26.67%
FH
6522
Financial Harvest
Florida
$170M +$7.82M +5% 1.42% 63 11.11%
RWFS
6523
Rayburn West Financial Services
Tennessee
$170M +$8.91M +6% 1.34% 83 4.82%
FPH
6524
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 0.01% 130 6.92%
LOIP
6525
Live Oak Investment Partners
Texas
$169M +$6.67M +4% 1.76% 98 19.39%