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
I
4276
InceptionR
California
$360M -$53.8M -13% 917
CYG
4277
Clean Yield Group
Vermont
$360M +$6.43M +2% 437
SL
4278
SWMG LLC
Texas
$360M +$29.5M +9% 126
UB
4279
Umpqua Bank
Oregon
$360M +$2.21M +0.6% 161
VWM
4280
VCI Wealth Management
Missouri
$360M +$30M +9% 139
HWMO
4281
Heritage Wealth Management (Ohio)
Ohio
$360M +$19M +6% 271
BFS
4282
Bare Financial Services
Pennsylvania
$360M +$24.7M +7% 1,724
FAM
4283
Fulcrum Asset Management
United Kingdom
$359M -$1.28M -0.4% 183
ECA
4284
Endeavour Capital Advisors
Connecticut
$359M +$28.8M +9% 37
SWA
4285
Strata Wealth Advisors
Texas
$359M -$19.4M -5% 104
HC
4286
Headland Capital
South Carolina
$359M +$3.06M +0.9% 77
AWC
4287
Adamsbrown Wealth Consultants
Kansas
$359M -$3.77M -1% 127
NC
4288
Nokomis Capital
Texas
$359M +$77M +27% 65
RBWA
4289
RFG - Bristol Wealth Advisors
Massachusetts
$359M +$12.7M +4% 184
MAM
4290
Montanaro Asset Management
United Kingdom
$359M -$41.6M -10% 43
SWM
4291
SK Wealth Management
Rhode Island
$359M +$90.5M +34% 90
AFAL
4292
Amicus Financial Advisors, LLC
Texas
$359M 90
WEG
4293
World Equity Group
Illinois
$358M -$82.3M -19% 394
AA
4294
Argent Advisors
Louisiana
$358M +$19.1M +6% 178
MKC
4295
M. Kraus & Co
Vermont
$358M +$17.6K +0% 85
TA
4296
TFB Advisors
Kansas
$358M +$14.5M +4% 323
STP
4297
Science & Technology Partners
New York
$358M +$5.74M +2% 34
CWG
4298
Crown Wealth Group
North Carolina
$358M +$25.1M +8% 152
EW
4299
Evexia Wealth
Wisconsin
$358M +$23.8M +7% 94
CFP
4300
Cypress Financial Planning
New Jersey
$358M +$32M +10% 105