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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
BRWM
6651
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 8.06% 112 12.5%
LWP
6652
LeClair Wealth Partners
Ohio
$160M +$13.2M +9% 7.28% 110 13.64%
AGA
6653
Accuvest Global Advisors
Utah
$160M +$6.72M +4% 2.75% 130% 94 34.04%
FIG
6654
FSA Investment Group
Florida
$160M +$25.4M +19% 7.13% 40 50%
MAG
6655
M3 Advisory Group
Massachusetts
$160M +$15.8M +11% 9.18% 159 10.06%
SPF
6656
South Plains Financial
Texas
$160M +$18M +13% 8% 234 5.56%
SWM
6657
Schwallier Wealth Management
Michigan
$160M -$3.45M -2% 4.42% 56 21.43%
OIM
6658
Oracle Investment Management
Connecticut
$160M +$14.3M +10% 15% 865% 22 45.45%
OA
6659
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 5.77% 48 4.17%
DIG
6660
Dauntless Investment Group
New Hampshire
$160M +$102M +178% 21.8% 106 73.58%
PFMU
6661
Privium Fund Management (UK)
United Kingdom
$160M +$3.85M +2% 6.03% 37.1% 13 53.85%
MFS
6662
Madrid Financial Services
California
$160M +$12.3M +8% 8.34% 27 22.22%
TA
6663
Tiptree Advisors
New York
$160M +$32.2M +25% 40.9% 25 28%
AF
6664
Atala Financial
California
$160M +$14.8M +10% 8.68% 139 15.83%
AC
6665
Athos Capital
Hong Kong
$160M +$92.8M +139% 0.22% 110% 48 56.25%
FFAS
6666
FIG Financial Advisory Services
Oklahoma
$160M +$9.93M +7% 7.81% 85 58.82%
FF
6667
Farrell Financial
New York
$160M +$10.5M +7% 6.28% 71 9.86%
RCF
6668
Rainwater Charitable Foundation
Texas
$159M -$9.84M -6% 5.71% 40.2% 4 0%
ULWM
6669
Upper Left Wealth Management
Florida
$159M +$9.42M +6% 7% 43.1% 65 0%
EFG
6670
Erickson Financial Group
Pennsylvania
$159M +$11.2M +8% 7.43% 63.3% 26 0%
RFM
6671
RPD Fund Management
New York
$159M -$67.3M -30% 11.9% 8 50%
PFA
6672
Pillar Financial Advisors
Kentucky
$159M +$14.4M +10% 5.67% 119 10.08%
AWM
6673
Aberdeen Wealth Management
Illinois
$159M +$8.78M +6% 6.97% 73.1% 170 5.88%
GL
6674
Gerber LLC
Ohio
$159M +$16.9M +12% 9.51% 99 23.23%
NCG
6675
Newport Capital Group
New Jersey
$159M +$11.5M +8% 4.98% 70 10%