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
DFA
4576
DHJJ Financial Advisors
Illinois
$159M 103
BC
4577
Barnett & Company
Tennessee
$159M +$18.9M +13% 317
AC
4578
Amitell Capital
Singapore
$159M 49
LWP
4579
Legacy Wealth Partners
California
$159M +$17.6M +12% 103
SWMG
4580
Signature Wealth Management Group
Georgia
$159M +$19.6M +14% 77
FL
4581
Fourthstone LLC
Missouri
$158M +$39.2M +33% 54
ACM
4582
Adalta Capital Management
New York
$158M +$21.4M +16% 84
GC
4583
Grace Capital
Massachusetts
$158M +$29.3M +23% 280
BWM
4584
BNC Wealth Management
Oregon
$158M +$16.1M +11% 535
TPW
4585
TL Private Wealth
Texas
$158M +$15.2M +11% 48
WR
4586
WD Rutherford
Oregon
$158M 115
WP
4587
Waycross Partners
Kentucky
$158M 97
JWS
4588
Juncture Wealth Strategies
Arizona
$158M +$13.2M +9% 111
FBT
4589
First Bank & Trust
South Dakota
$158M +$7.38M +5% 422
SFPG
4590
Stonebridge Financial Planning Group
Florida
$158M +$18.8M +14% 413
OCM
4591
Orser Capital Management
Texas
$158M +$31.3M +25% 92
CPFP
4592
Clear Perspectives Financial Planning
Ohio
$158M 187
LWMM
4593
Legacy Wealth Management (Mississippi)
Mississippi
$158M +$12.7M +9% 102
KMWM
4594
Keudell/Morrison Wealth Management
Oregon
$158M +$2.03M +1% 158
KPWG
4595
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 73
SCM
4596
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 67
HH
4597
HWG Holdings
Texas
$157M +$50.6M +47% 139
CHA
4598
Carmichael Hill & Associates
Maryland
$157M +$18.9M +14% 704
TWM
4599
Triton Wealth Management
Arizona
$157M +$38M +32% 96
SR
4600
Swiss Re
Switzerland
$157M +$15.8M +11% 2