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
BFA
4526
Beacon Financial Advisory
Ohio
$217M +$24.2M +13% 255
BE
4527
Bonness Enterprises
District of Columbia
$217M +$20.4M +10% 41
ODFS
4528
O'Donnell Financial Services
California
$217M +$8.42M +4% 53
ITIM
4529
Indiana Trust & Investment Management
Indiana
$216M +$17.7M +9% 121
APSP
4530
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$8.09M +4% 73
APWA
4531
Atlas Private Wealth Advisors
New Jersey
$216M +$24.8M +13% 788
HFA
4532
Harbert Fund Advisors
Alabama
$216M +$23.2M +12% 44
TP
4533
Tranquility Partners
Tennessee
$216M +$19M +10% 227
SLA
4534
Silver Lake Advisory
Utah
$216M +$13M +6% 111
GA
4535
GraniteShares Advisors
New York
$216M 311
HCM
4536
Highlander Capital Management
New Jersey
$216M +$18.7M +9% 646
HWM
4537
Hemington Wealth Management
Virginia
$216M -$55.7M -21% 100
SCP
4538
Stamos Capital Partners
California
$216M +$36.8M +21% 63
EC
4539
Elequin Capital
New York
$215M 51
AM
4540
Atwater Malick
Pennsylvania
$215M +$26.1M +14% 60
DR
4541
Davis Rea
Ontario, Canada
$215M +$10.9M +5% 55
CWA
4542
Clarity Wealth Advisors
California
$215M +$12.1M +6% 72
NWM
4543
Northwest Wealth Management
Iowa
$215M +$23.9M +13% 125
SOW
4544
State of Wyoming
Wyoming
$215M +$59.3M +38% 2,028
PWM
4545
PRW Wealth Management
Massachusetts
$215M +$15.2M +8% 113
VBFG
4546
Vishria Bird Financial Group
Tennessee
$215M +$24.3M +13% 69
IFG
4547
Investors Financial Group
Minnesota
$215M +$25.7M +14% 216
JGGDR
4548
JGP Global Gestao de Recursos
Brazil
$215M -$60.4M -22% 85
CSWG
4549
Cardinal Strategic Wealth Guidance
Kentucky
$215M +$23.6M +12% 69
WC
4550
Weil Company
California
$214M +$22.2M +12% 153