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
TAFW
4776
Tred Avon Family Wealth
Maryland
$291M 237
AW
4777
Alteri Wealth
California
$291M +$33.2M +13% 290
EP
4778
Essential Planning
New Hampshire
$290M +$21.9M +8% 85
BFA
4779
Buttonwood Financial Advisors
Maryland
$290M +$41.3M +17% 103
VW
4780
Veridan Wealth
Oregon
$290M 79
HAM
4781
Harmony Asset Management
Arizona
$290M +$23.2M +9% 180
SA
4782
Skyline Advisors
Washington
$290M +$19.5M +7% 102
BFS
4783
Burkett Financial Services
South Carolina
$290M +$12.4M +4% 247
SC
4784
Stephens Consulting
Michigan
$290M -$129M -31% 1,223
UWM
4785
USAdvisors Wealth Management
Minnesota
$290M +$20.9M +8% 143
SIC
4786
Samalin Investment Counsel
New York
$290M +$29.5M +11% 336
WPWM
4787
Windward Private Wealth Management
Kansas
$290M +$12.5M +5% 44
RWM
4788
RBA Wealth Management
California
$290M +$21.4M +8% 97
YCG
4789
Yeomans Consulting Group
Georgia
$290M +$47.7M +20% 128
RWM
4790
Revisor Wealth Management
Ohio
$290M +$12.4M +4% 291
WSIB
4791
Washington State Investment Board
Washington
$290M +$33.2M +13% 2
GC
4792
GFG Capital
Florida
$290M -$45.2M -14% 391
AP
4793
Arlington Partners
Alabama
$289M +$18.3M +7% 66
SAS
4794
Stelac Advisory Services
New York
$289M +$26.2M +10% 119
ACM
4795
Argyle Capital Management
Pennsylvania
$289M +$13.4M +5% 135
LSA
4796
Lion Street Advisors
Texas
$289M -$40.7M -12% 341
BIC
4797
B&I Capital
Switzerland
$289M -$5.09M -2% 31
LA
4798
LFL Advisers
Illinois
$289M +$38.7M +15% 8
DFG
4799
Demars Financial Group
Washington
$289M +$28.3M +11% 101
VWM
4800
Vigilare Wealth Management
Arizona
$289M +$21.9M +8% 135