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
TJHA
3976
Thomas J. Herzfeld Advisors
Florida
$247M +$3.13M +1% 345
B
3977
BetterWealth
California
$247M +$24.9M +11% 45
PA
3978
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 21
MVG
3979
Madrona Venture Group
Washington
$247M +$38.9M +19% 6
IAM
3980
Innovis Asset Management
Illinois
$247M +$25.2M +11% 176
FCM
3981
Fortis Capital Management
Washington
$247M +$112M +83% 103
GSAM
3982
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 62
OFS
3983
OneAscent Financial Services
Alabama
$246M +$11M +5% 213
CA
3984
Claar Advisors
New York
$246M +$18.9M +8% 34
MFGP
3985
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 51
BWAM
3986
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 428
FI
3987
Financial Insights
Washington
$246M +$34.5M +16% 177
NC
3988
Nokomis Capital
Texas
$245M +$8.63M +4% 59
HNWAG
3989
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 627
BFA
3990
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 144
EFMC
3991
Empire Financial Management Company
New York
$245M 189
MWC
3992
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 351
OAJ
3993
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 287
AWM
3994
Accel Wealth Management
Iowa
$245M +$35.6M +17% 1,308
CCP
3995
Caden Capital Partners
California
$244M +$26.1M +12% 13
KWS
3996
Keystone Wealth Services
California
$244M +$15.2M +7% 200
CWM
3997
Cedar Wealth Management
California
$244M +$41.8M +21% 318
CAMV
3998
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 117
NC
3999
NovaPoint Capital
Georgia
$244M +$15.3M +7% 132
KWM
4000
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 89