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
4426
Brophy Wealth Management
New Hampshire
$279M 212
GCP
4427
Gill Capital Partners
Colorado
$279M +$20.8M +8% 133
SA
4428
Strategic Advocates
Utah
$279M +$27.2M +11% 136
WM
4429
Wishbone Management
Illinois
$279M -$30.5M -10% 5
JWM
4430
Jeppson Wealth Management
California
$279M +$17M +6% 215
HGA
4431
Hobbs Group Advisors
South Carolina
$279M +$16.2M +6% 677
FNWM
4432
Financial Network Wealth Management
Utah
$279M +$16.5M +6% 114
LA
4433
LFL Advisers
Illinois
$279M +$24.8M +10% 11
NFP
4434
Narus Financial Partners
Utah
$279M +$30.8M +12% 156
MFS
4435
Mattson Financial Services
Michigan
$279M -$1.83M -0.7% 270
PCM
4436
Pennsylvania Capital Management
Pennsylvania
$278M +$18.5M +7% 100
CWM
4437
Cordatus Wealth Management
Pennsylvania
$278M +$11.7M +4% 125
OPTFSNA
4438
Old Point Trust & Financial Services N A
Virginia
$278M +$20.6M +8% 376
PIC
4439
Portland Investment Counsel
Ontario, Canada
$278M +$858K +0.3% 59
RWPA
4440
Richard W. Paul & Associates
Michigan
$278M +$19.3M +7% 528
FUBT
4441
First United Bank & Trust
Maryland
$278M +$9.64M +4% 406
TA
4442
TFG Advisers
Michigan
$278M +$20.3M +8% 207
SAM
4443
Silphium Asset Management
United Kingdom
$278M +$68.7M +33% 59
AA
4444
Altrafin AG
$278M +$6.94M +3% 61
EAIC
4445
Empower Annuity Insurance Company
Connecticut
$278M +$14.4M +5% 1
T
4446
TNF
Montana
$278M +$5.99M +2% 128
NCM
4447
Northwest Capital Management
Oregon
$278M +$3.42M +1% 473
FC
4448
Franchise Capital
Cayman Islands
$277M -$136M -33% 11
BWM
4449
Brown Wealth Management
Illinois
$277M +$29M +12% 99
ACM
4450
Alight Capital Management
New York
$277M -$127M -31% 82