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
EHWM
4776
Eads & Heald Wealth Management
Georgia
$208M +$17.1M +9% 148
NFP
4777
Narus Financial Partners
Utah
$208M +$12.7M +6% 140
LWMM
4778
Legacy Wealth Management (Mississippi)
Mississippi
$207M +$15M +8% 75
BFA
4779
Beacon Financial Advisory
Ohio
$207M +$26.3M +15% 256
FS
4780
Ferguson Shapiro
Georgia
$207M +$25.7M +14% 42
AWG
4781
Alpha Wave Global
New York
$207M +$49.1M +31% 29
1CP
4782
11 Capital Partners
Connecticut
$207M +$26.4M +15% 18
DP
4783
Divergent Planning
Maryland
$207M +$21.4M +12% 26
LFP
4784
Leeward Financial Partners
Washington
$207M +$26.4M +15% 93
BHA
4785
Beech Hill Advisors
New York
$207M +$8.41M +4% 94
DIP
4786
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 117
HWP
4787
Highline Wealth Partners
California
$206M +$44.5M +27% 444
BOCM
4788
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 37
FCB
4789
First County Bank
Connecticut
$206M +$14.2M +7% 171
HFRG
4790
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 101
EF
4791
Exeter Financial
Arizona
$206M +$16.9M +9% 90
PHAM
4792
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 98
SST
4793
S Squared Technology
New York
$206M +$20.7M +11% 37
C1AG
4794
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 105
TIA
4795
Tiemann Investment Advisors
California
$206M +$18.9M +10% 191
RWP
4796
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 22
PAA
4797
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 177
IVMX
4798
Institutional Venture Management XV
California
$206M +$35.8M +21% 5
GAMC
4799
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 348
GWM
4800
Gray Wealth Management
Maine
$205M +$10.3M +5% 137