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
FWM
4076
Fairhaven Wealth Management
Illinois
$273M +$22.2M +9% 125
HCA
4077
Horan Capital Advisors
Ohio
$273M +$24M +10% 123
TJHA
4078
Thomas J. Herzfeld Advisors
Florida
$272M +$13.5M +5% 363
CWA
4079
Core Wealth Advisors
Florida
$272M +$27.7M +11% 293
BBNB
4080
Baker Boyer National Bank
Washington
$272M +$26.2M +11% 82
VIP
4081
Vista Investment Partners
Oklahoma
$272M 139
AFG
4082
American Financial Group
Ohio
$272M -$19.1M -7% 86
EAIC
4083
Empower Annuity Insurance Company
Connecticut
$272M +$21.2M +8% 1
3IP
4084
3Chopt Investment Partners
Virginia
$272M +$102M +60% 167
CI
4085
Cavalier Investments
Georgia
$272M +$16.1M +6% 97
WCM
4086
Windham Capital Management
Massachusetts
$272M +$23M +9% 88
BWM
4087
BCS Wealth Management
Tennessee
$272M +$31.3M +13% 226
MWPCG
4088
Measured Wealth Private Client Group
New Hampshire
$271M +$22.8M +9% 193
SCP
4089
SailingStone Capital Partners
Texas
$271M -$68.9M -20% 12
KAM
4090
KEB Asset Management
Illinois
$271M +$28.9M +12% 69
RFWA
4091
RPg Family Wealth Advisory
Massachusetts
$271M +$27.7M +11% 119
WSC
4092
Wellington Shields & Co
New York
$271M -$129M -32% 310
VAG
4093
VisionPoint Advisory Group
Texas
$271M +$37.8M +16% 909
RGC
4094
Redwood Grove Capital
California
$271M +$21.4M +9% 27
GPA
4095
Guidance Point Advisors
Massachusetts
$270M +$24.7M +10% 74
PC
4096
Packer & Co
Australia
$270M +$11.4M +4% 3
CFG
4097
Carr Financial Group
Massachusetts
$270M +$17.5M +7% 175
TAM
4098
TCP Asset Management
Ohio
$270M +$36.5M +16% 73
WA
4099
WP Advisors
California
$270M +$29.8M +12% 108
BCM
4100
Buckhead Capital Management
Georgia
$270M +$29.6M +12% 120