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
BWM
4201
BigSur Wealth Management
Florida
$208M +$9.81M +5% 131
CFP
4202
Curran Financial Partners
South Carolina
$207M +$10.1M +5% 72
RWA
4203
Roberts Wealth Advisors
California
$207M +$3.84M +2% 89
SSWG
4204
Seven Springs Wealth Group
Tennessee
$207M +$23.1M +13% 63
TWA
4205
Tillar-Wenstrup Advisors
Ohio
$207M +$6.83M +3% 49
HJIM
4206
Henry James International Management
New York
$207M +$27.7M +15% 130
JGIA
4207
Jackson Grant Investment Advisers
Connecticut
$207M +$15.8M +8% 348
UWM
4208
USAdvisors Wealth Management
Minnesota
$207M +$11.6M +6% 124
QGA
4209
Q Global Advisors
Texas
$207M +$61.3M +42% 284
EGP
4210
Entrust Global Partners
New York
$207M +$15.8M +8% 14
WFA
4211
Websterrogers Financial Advisors
South Carolina
$207M +$16.3M +9% 62
DC
4212
Deere & Company
Illinois
$206M 3
MA
4213
Modus Advisors
Minnesota
$206M +$16.4M +9% 108
RG
4214
Retirement Group
California
$206M +$81.4M +65% 753
SAMC
4215
Spectrum Asset Management (California)
California
$206M +$10.8M +6% 101
DA
4216
DCM Advisors
New York
$206M +$7.08M +4% 178
DFA
4217
Delta Financial Advisors
Louisiana
$206M +$17.9M +10% 114
FP
4218
Fiduciary Planning
Florida
$206M +$11.4M +6% 46
DSN
4219
D. Scott Neal
Kentucky
$206M -$31.9M -13% 62
BCIM
4220
Bishop & Co Investment Management
Pennsylvania
$206M +$16M +8% 24
WWM
4221
WT Wealth Management
Arizona
$206M +$7.05M +4% 110
BWM
4222
BCGM Wealth Management
Indiana
$206M +$5.41M +3% 113
SI
4223
Symmetry Investments
Jersey
$206M +$28.1M +16% 133
EA
4224
Eclectic Associates
California
$205M +$53M +35% 81
DA
4225
Detalus Advisors
Missouri
$205M +$38.4M +23% 143