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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
TIA
6651
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 0.03% 167% 96 12.5%
SFP
6652
Strategic Financial Planning
Texas
$171M -$4.85M -3% 0.38% 47.5% 68 83.82%
BFG
6653
Beto Financial Group
Idaho
$171M +$22.7M +15% 0.11% 156 17.31%
ECM
6654
English Capital Management
Michigan
$171M +$8.22M +5% 0.76% 38 13.16%
EIM
6655
Ervin Investment Management
Washington
$171M -$7.73M -4% 4.56% 84.3% 48 10.42%
DWM
6656
Defined Wealth Management
Oregon
$171M -$2.74M -2% 0.95% 70.3% 112 5.36%
TWM
6657
TLW Wealth Management
Florida
$171M -$2.65M -2% 0.12% 82.9% 19 15.79%
BAM
6658
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 1.56% 116% 626 19.81%
LFWA
6659
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 0.98% 59% 29 3.45%
RC
6660
Rareview Capital
Nevada
$171M +$16.4M +11% 2.72% 60 28.33%
KRAVCF
6661
Karnit Road Accident Victims Compensation Fund
$170M -$6.5M -4% 4.15% 18 16.67%
AWA
6662
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 0.05% 52 7.69%
SRB
6663
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 1.32% 39 2.56%
AGC
6664
ARP Global Capital
$170M -$161M -49% 14.6% 39 79.49%
HF
6665
Holcombe Financial
Georgia
$170M +$10.9M +7% 0.2% 52 13.46%
DWM
6666
Daner Wealth Management
Georgia
$170M +$6.77M +4% 0.89% 102 22.55%
RFO
6667
RiverGlades Family Offices
Florida
$170M 1.64% 87
DBFM
6668
Dickmeyer Boyce Financial Management
Indiana
$170M 1.89% 125
CF
6669
Cyr Financial
Illinois
$170M +$9.55M +6% 1.36% 61 9.84%
BM
6670
Brandywine Managers
Delaware
$170M -$32.3M -16% 13.9% 96.3% 45 26.67%
CAS
6671
Coppell Advisory Solutions
Texas
$170M -$846M -83% 3.51% 402 92.79%
FH
6672
Financial Harvest
Florida
$170M +$7.82M +5% 1.42% 63 11.11%
RWFS
6673
Rayburn West Financial Services
Tennessee
$170M +$8.91M +6% 1.34% 83 4.82%
CF
6674
Carlson Financial
Oregon
$170M -$3.04M -2% 0.19% 194 13.92%
FPH
6675
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 0.01% 130 6.92%