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
EFA
3601
Evernest Financial Advisors
Indiana
$477M +$120M +34% 214
RPSA
3602
Richard P. Slaughter Associates
Texas
$477M +$12.8M +3% 113
PWP
3603
Precedent Wealth Partners
Texas
$477M +$22.7M +5% 177
CAG
3604
Curtis Advisory Group
California
$477M +$35.6M +8% 118
CA
3605
Crumly & Associates
Illinois
$477M +$19.4M +4% 216
AW
3606
Avion Wealth
Texas
$477M +$10.6M +2% 1,670
HW
3607
Hedeker Wealth
Illinois
$477M -$4.61M -1% 94
CM
3608
CoreCommodity Management
Connecticut
$476M -$74.5M -14% 134
C
3609
Cliffwater
California
$476M +$1.7M +0.4% 22
HSG
3610
Helen Stephens Group
Texas
$476M +$25.8M +6% 124
KMWM
3611
Keudell/Morrison Wealth Management
Oregon
$476M 232
F
3612
FIFTHDELTA
United Kingdom
$476M +$156M +49% 10
AFGAS
3613
Allegiance Financial Group Advisory Services
Virginia
$476M +$41.1M +9% 195
MCA
3614
Magnolia Capital Advisors
Mississippi
$476M +$92.7M +24% 273
EAM
3615
Exane Asset Management
France
$475M +$179M +60% 46
KV
3616
Kickstand Ventures
New York
$475M +$20.2M +4% 136
KWS
3617
Keystone Wealth Services
California
$475M +$16.2M +4% 321
BFA
3618
Benedict Financial Advisors
Georgia
$474M +$13.2M +3% 135
NFW
3619
Noble Family Wealth
Florida
$474M +$20.9M +5% 84
TSWM
3620
Triangle Securities Wealth Management
North Carolina
$474M +$32.6M +7% 212
TCM
3621
Towneley Capital Management
California
$474M +$13.9M +3% 43
TAM
3622
TFG Asset Management
Cayman Islands
$474M -$214M -31% 52
BP
3623
Broadleaf Partners
Ohio
$474M -$5.48M -1% 84
UAM
3624
UAS Asset Management
New York
$474M +$1.6M +0.3% 18
TCM
3625
Tradewinds Capital Management
Washington
$474M +$29.1M +7% 743