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
WFG
4251
Wills Financial Group
Virginia
$238M -$14.7M -6% 75
BCM
4252
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 13
FPOC
4253
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 96
SRSA
4254
S.R. Schill & Associates
Washington
$238M -$13M -5% 80
SWMG
4255
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 35
SHWM
4256
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 72
JGIA
4257
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 357
CPA
4258
Cowen Prime Advisors
New York
$238M -$56.4M -19% 183
OIA
4259
Optimum Investment Advisors
Illinois
$237M -$19.5M -8% 920
SC
4260
Schulhoff & Co
Ohio
$237M -$5.96M -2% 126
NL
4261
Navalign LLC
California
$237M -$13.5M -5% 129
AC
4262
ASB Consultores
Florida
$237M +$34.6M +17% 252
RFN
4263
RDA Financial Network
Iowa
$237M -$8.24M -3% 240
OIS
4264
Okabena Investment Services
Minnesota
$237M -$26.4M -10% 203
VF
4265
Visa Foundation
California
$237M -$32.2M -12% 1
IP
4266
Investment Partners
Ohio
$237M -$8.36M -3% 174
NF
4267
Nikulski Financial
Iowa
$236M -$2.14M -0.9% 135
GAM
4268
Grandview Asset Management
Pennsylvania
$236M -$12.2M -5% 144
SCI
4269
Stableford Capital II
Arizona
$236M -$1.03M -0.4% 136
MM
4270
MWG Management
British Virgin Islands
$236M -$107M -31% 2
AFG
4271
Allegheny Financial Group
Pennsylvania
$236M -$14.3M -6% 170
BCM
4272
BlueMar Capital Management
Florida
$236M -$124M -34% 58
SC
4273
Stolper & Co
Oklahoma
$236M +$11.7M +5% 90
TAM
4274
Tealwood Asset Management
Minnesota
$236M -$13.4M -5% 138
GCA
4275
Gradient Capital Advisors
California
$236M -$4.22M -2% 127