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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
SWA
6926
Safir Wealth Advisors
New Hampshire
$136M +$10.3M +8% 7.6% 46.4% 16 18.75%
BCG
6927
Bravias Capital Group
New Jersey
$136M +$12.9M +10% 9.39% 105 24.76%
NWM
6928
Nova Wealth Management
Florida
$136M +$20.3M +18% 12.6% 805 39.5%
AVI
6929
Asset Value Investors
United Kingdom
$136M -$36.1M -21% 8.18% 4 25%
HPCM
6930
Hein Park Capital Management
New York
$136M -$83M -38% 20.4% 122% 4 50%
BAM
6931
Brickwood Asset Management
United Kingdom
$136M +$5.82M +4% 4.97% 10 70%
CCM
6932
Chicago Capital Management
Illinois
$136M -$24.9M -15% 17.5% 295% 51 43.14%
SFG
6933
Synergy Financial Group
California
$136M +$24.4M +22% 22.8% 133% 113 5.31%
WOSD
6934
WFA of San Diego
California
$136M 5.53% 427
HWA
6935
Heritage Wealth Architects
Minnesota
$136M +$32.9M +32% 7.04% 55 47.27%
SRSA
6936
S.R. Schill & Associates
Washington
$136M +$10.3M +8% 5.36% 36.7% 32 28.13%
1WM
6937
1858 Wealth Management
Ohio
$136M +$17.5M +15% 19.2% 131 21.37%
NJIM
6938
Nabity-Jensen Investment Management
Nebraska
$136M +$9.69M +8% 9.83% 70 8.57%
AAS
6939
AdviceOne Advisory Services
Connecticut
$136M +$13M +11% 10.3% 35 17.14%
HLA
6940
Hamilton Lane Advisors
Pennsylvania
$135M +$19.2M +16% 13% 187% 18 44.44%
BWA
6941
Babb Wealth Advisors
Arizona
$135M +$10.6M +9% 7.12% 20 15%
ICM
6942
Indaba Capital Management
California
$135M -$31.2M -19% 0.43% 66.7% 11 9.09%
FWM
6943
FMA Wealth Management
Massachusetts
$135M +$4.96M +4% 5.98% 46 23.91%
FPWM
6944
Five Pine Wealth Management
Idaho
$135M +$12.3M +10% 7.09% 41 9.76%
RCA
6945
Roberts Capital Advisors
Colorado
$135M +$21M +18% 22.7% 84 8.33%
APW
6946
Aurora Private Wealth
New Jersey
$135M +$9.91M +8% 10.4% 174 20.69%
CBOR
6947
Community Bank of Raymore
Missouri
$135M +$11.3M +9% 10.2% 89.6% 74 5.41%
MAMG
6948
Milestone Asset Management Group
Connecticut
$135M +$24.4M +22% 12.1% 103 10.68%
MPIA
6949
Milestones Private Investment Advisors
New York
$135M 7.94% 119
FIG
6950
FSA Investment Group
Florida
$135M +$17.6M +15% 8.61% 26 34.62%