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
FWM
5026
Forza Wealth Management
Florida
$277M +$15.5M +6% 193
BIM
5027
Breakwater Investment Management
Washington
$276M +$5.18M +2% 621
MC
5028
Merck & Co
New Jersey
$276M +$48.2M +21% 13
CWA
5029
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 62
WFS
5030
Walker Financial Services
Kentucky
$276M +$18.9M +7% 43
AA
5031
Alta Advisers
United Kingdom
$276M -$51M -16% 249
QFPS
5032
Quantum Financial Planning Services
Washington
$276M +$28.6M +12% 59
AWM
5033
Avaii Wealth Management
Wisconsin
$276M +$13M +5% 156
AFG
5034
American Financial Group
Ohio
$276M +$16.3M +6% 66
HFP
5035
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 147
FWMP
5036
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 95
ROC
5037
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 29
RCM
5038
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 617
CCAM
5039
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 31
BCL
5040
Bracebridge Capital LLC
Massachusetts
$275M +$35.3M +15% 39
IIA
5041
ICW Investment Advisors
Arizona
$275M +$564K +0.2% 146
ECML
5042
Eagle Capital Management (Louisiana)
Louisiana
$275M +$10.4M +4% 51
TBT
5043
Texas Bank & Trust
Texas
$275M +$10.5M +4% 185
AFO
5044
Arrowroot Family Office
California
$275M +$24.3M +10% 155
FFP
5045
Freedom Financial Partners
Minnesota
$275M +$12.4M +5% 88
WP
5046
Wealthspan Partners
Iowa
$275M +$15.2M +6% 129
PMA
5047
Prudent Man Advisors
Illinois
$275M +$3.23M +1% 140
AFS
5048
Access Financial Services
Minnesota
$275M -$1.43M -0.5% 108
ACM
5049
Absolute Capital Management
Pennsylvania
$275M +$41.1M +18% 141
RA
5050
Rosalind Advisors
Ontario, Canada
$274M -$8.51M -3% 42