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
BWA
3226
Burt Wealth Advisors
Maryland
$196M +$35.7M +22% 415
SHA
3227
Shelter Harbor Advisors
Connecticut
$196M +$112M +132% 31
BRM
3228
Boston Research & Management
Massachusetts
$196M -$3.16M -2% 97
WCM
3229
Woodson Capital Management
Connecticut
$196M +$32.8M +20% 37
NWP
3230
Northstar Wealth Partners
Connecticut
$196M +$83M +74% 204
CWM
3231
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 136
CT
3232
CPF Texas
Texas
$196M -$8.61M -4% 301
WRTC
3233
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 8
PC
3234
Peavine Capital
Nevada
$195M -$1.16M -0.6% 17
FA
3235
Fiducient Advisors
Illinois
$195M +$38.2M +24% 20
LFR
3236
Lehman Financial Resources
Pennsylvania
$195M +$2.71M +1% 86
GFP
3237
Gryphon Financial Partners
Ohio
$195M +$19.4M +11% 1,079
RMCP
3238
Red Mountain Capital Partners
California
$195M -$7.78M -4% 6
BC
3239
Barnett & Company
Tennessee
$195M -$9.83M -5% 337
AMG
3240
Advisors Management Group
Wisconsin
$195M -$250K -0.1% 84
GG
3241
GenWealth Group
New Jersey
$195M -$4.72M -2% 63
APSP
3242
Asset Planning Services (Pennsylvania)
Pennsylvania
$195M +$903K +0.5% 298
HS
3243
Hazelview Securities
Ontario, Canada
$194M -$147M -43% 50
EFSCE
3244
Enterprise Financial Services Corp (EFSC)
Missouri
$194M -$11.5M -6% 978
BAM
3245
Broadmark Asset Management
California
$194M -$122M -39% 13
GII
3246
Gryphon International Investment
Ontario, Canada
$194M -$47.7M -20% 22
PHK
3247
Point72 Hong Kong
Hong Kong
$194M +$63.1M +48% 1,334
SSM
3248
Sutton Square Management
New York
$194M +$33M +21% 21
SWP
3249
Strategic Wealth Partners
Ohio
$194M +$13.7M +8% 878
DWM
3250
Dakota Wealth Management
Florida
$194M +$5.21M +3% 99