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
SWA
4526
Strata Wealth Advisors
Texas
$194M +$13.4M +7% 57
GWSA
4527
Global Wealth Strategies & Associates
Colorado
$194M +$21.4M +12% 422
IRM
4528
Income Research & Management
Massachusetts
$194M -$18.3M -9% 22
HRC
4529
Hoertkorn Richard Charles
$194M +$5.12M +3% 87
EFM
4530
Eley Financial Management
Vermont
$193M +$7.87M +4% 71
OFS
4531
Oldfather Financial Services
Nebraska
$193M +$17.9M +10% 67
AZ
4532
Aquamarine Zurich
Switzerland
$193M +$7.49M +4% 12
OFP
4533
OLIO Financial Planning
Virginia
$193M +$9.32M +5% 43
GA
4534
Greytown Advisors
Florida
$193M +$9.3M +5% 101
TAM
4535
Townsend Asset Management
North Carolina
$193M -$6.02M -3% 217
CD
4536
Chapin Davis
Maryland
$193M +$21.1M +12% 242
VFIC
4537
Valley Forge Investment Consultants
Pennsylvania
$193M +$3.44M +2% 80
SRCM
4538
Sage Rock Capital Management
New York
$193M -$128M -40% 202
EM
4539
Excalibur Management
Massachusetts
$193M +$1.57M +0.8% 163
BSA
4540
Bull Street Advisors
Georgia
$193M +$31K +0% 90
FCMI
4541
Foresite Capital Management IV
California
$193M -$41.4M -18% 8
SHA
4542
Seneca House Advisors
Virginia
$193M +$11.7M +6% 87
HSG
4543
Helen Stephens Group
Texas
$192M +$24.9M +15% 72
AFS
4544
Amtrust Financial Services
New York
$192M -$16.8M -8% 20
NIM
4545
Nicollet Investment Management
Minnesota
$192M +$19M +11% 59
WCM
4546
Wunderlich Capital Managemnt
Tennessee
$192M +$12.6M +7% 90
HPWA
4547
Hall Private Wealth Advisors
North Carolina
$192M +$16.1M +9% 54
RW
4548
Rede Wealth
Virginia
$192M +$4.63M +2% 95
WG
4549
Watchman Group
Texas
$192M +$10.6M +6% 73
TDWM
4550
Topel & Distasi Wealth Management
California
$192M +$13.1M +7% 76