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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
BFP
6826
Brewster Financial Planning
New York
$182M +$16.8M +10% 9.26% 40.8% 30 13.33%
FNBOH
6827
First National Bank of Hutchinson
Kansas
$182M +$25.5M +16% 23.4% 121% 98 22.45%
CAM
6828
Crown Advisors Management
California
$182M +$31.5M +21% 38.7% 284% 45 15.56%
PW
6829
PUREfi Wealth
Massachusetts
$182M +$29.4M +19% 16.1% 222 21.62%
EWA
6830
EQ Wealth Advisors
Texas
$182M +$11M +6% 5.54% 57 5.26%
FCP
6831
Fosse Capital Partners
United Kingdom
$182M +$46.6M +34% 11.8% 80% 3 33.33%
TFG
6832
Taylor Financial Group
Virginia
$182M +$16.9M +10% 13.8% 105 7.62%
ECA
6833
Elevate Capital Advisors
Colorado
$182M +$27.3M +18% 8.14% 93 39.78%
LIM
6834
Lagoda Investment Management
New York
$182M +$19.7M +12% 27.2% 250% 25 0%
WMWM
6835
Wilkins Miller Wealth Management
Alabama
$182M +$16.5M +10% 9.49% 96 8.33%
PWA
6836
Perspective Wealth Advisors
Colorado
$182M +$27.6M +18% 13% 76 35.53%
ANC
6837
Ames National Corp
Iowa
$182M +$15.1M +9% 10.2% 70 5.71%
COA
6838
Charter Oak Advisors
New York
$182M +$16.8M +10% 12.3% 15 20%
DJFS
6839
Dean Jacobson Financial Services
Texas
$182M +$19M +12% 11.9% 55.7% 22 4.55%
BF
6840
Baring Financial
Washington
$182M +$18.2M +11% 13.2% 87 18.39%
FWP
6841
Fiduciary Wealth Partners
Massachusetts
$182M +$28.9M +19% 13.3% 70 15.71%
HCWM
6842
Hidden Cove Wealth Management
Washington
$182M +$25.9M +17% 15.5% 143 30.77%
SGM
6843
Scalar Gauge Management
Texas
$182M +$77.9M +75% 66.7% 40 67.5%
SBLIC
6844
Security Benefit Life Insurance Company
Kansas
$182M -$8.81M -5% 2.74% 60.6% 20 10%
FHC
6845
Fort Henry Capital
West Virginia
$182M +$16.2M +10% 9.57% 37% 17 0%
RWS
6846
Retirement Wealth Solutions
Wisconsin
$181M +$22.9M +14% 13% 852 8.69%
DWMS
6847
Dominguez Wealth Management Solutions
Virginia
$181M +$16.5M +10% 11.3% 47.2% 76 13.16%
AH
6848
Addis & Hill
Pennsylvania
$181M +$17M +10% 13% 29 6.9%
RWFS
6849
Rayburn West Financial Services
Tennessee
$181M +$11.6M +7% 8.19% 85 8.24%
NVCHI
6850
New Vernon Capital Holdings II
New Jersey
$181M +$45.8M +34% 25.6% 114% 89 31.46%