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
SWM
4501
Selective Wealth Management
Virginia
$127M +$6.79M +6% 434
YAL
4502
Your Advocates Ltd
Texas
$127M -$17M -12% 185
WFWM
4503
Wechter Feldman Wealth Management
New Jersey
$127M +$17.1M +16% 25
BA
4504
Baugh & Associates
Georgia
$127M +$2.1M +2% 40
GTCM
4505
Gyon Technologies Capital Management
New Jersey
$127M +$86.1M +208% 314
MTM
4506
Millennium TVP Management
New York
$127M 5
JF
4507
JSF Financial
California
$127M +$11.8M +10% 80
HHRDM
4508
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 55
PCMC
4509
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 97
PFG
4510
Pacific Financial Group
Washington
$127M +$31.2M +33% 137
BHBT
4511
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 133
AFC
4512
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 18
MCA
4513
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 111
WFA
4514
Wade Financial Advisory
California
$127M +$11.2M +10% 73
BCWM
4515
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 118
BWM
4516
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 50
BCM
4517
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 29
BIP
4518
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 65
IAS
4519
Investment Advisory Services
Texas
$127M +$9.54M +8% 77
WCM
4520
Washburn Capital Management
Florida
$127M +$17.9M +17% 55
OCM
4521
Orser Capital Management
Texas
$127M +$16.1M +15% 73
GWAG
4522
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 53
LFA
4523
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 37
SHA
4524
Seneca House Advisors
Virginia
$126M +$8.22M +7% 72
HCM
4525
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 82