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
HFS
4176
Haverford Financial Services
Pennsylvania
$356M +$18.5M +5% 45
FW
4177
Fairway Wealth
Ohio
$356M +$43.6M +14% 200
CAG
4178
Compass Advisory Group
New York
$356M +$40.3M +13% 82
NC
4179
Naman Capital
Brazil
$356M +$48.6M +16% 13
HC
4180
Headland Capital
South Carolina
$356M +$25.3M +8% 73
BWM
4181
Brown Wealth Management
Illinois
$356M +$34.1M +11% 106
CTEF
4182
Capital Today Evergreen Fund
Cayman Islands
$356M +$69.6M +24% 3
STB
4183
S&T Bank
Pennsylvania
$356M +$26.9M +8% 537
GAM
4184
Grandview Asset Management
Pennsylvania
$356M +$43.2M +14% 147
BAMG
4185
Brand Asset Management Group
Missouri
$355M +$87.7M +33% 168
DWAM
4186
Duncan Williams Asset Management
Tennessee
$355M +$38.6M +12% 168
LC
4187
Legacy CG
Texas
$355M +$19.6M +6% 54
PRP
4188
Peak Retirement Planning
Ohio
$355M +$107M +43% 140
BAM
4189
BOS Asset Management
Illinois
$355M +$41.5M +13% 195
EFH
4190
Eaton Financial Holdings
Florida
$355M +$29.8M +9% 134
LFA
4191
Level Financial Advisors
New York
$355M +$33.4M +10% 94
JGCM
4192
Joseph Group Capital Management
Ohio
$355M +$56.7M +19% 116
SCP
4193
Sivia Capital Partners
California
$354M +$60.3M +21% 513
TCM
4194
Tekne Capital Management
New York
$354M +$66.8M +23% 5
DFA
4195
Delta Financial Advisors
Louisiana
$354M +$69.7M +25% 148
MWM
4196
MGB Wealth Management
Texas
$354M +$50.5M +17% 328
FMTCOCP
4197
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$354M +$34.3M +11% 349
CYG
4198
Clean Yield Group
Vermont
$354M +$19.5M +6% 434
TGV
4199
TRV GP V
Massachusetts
$353M +$188M +113% 4
TA
4200
Tactive Advisors
Florida
$353M +$44.1M +14% 271