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
DFG
5051
Dupree Financial Group
Kentucky
$274M +$11.3M +4% 85
NRW
5052
Nova R Wealth
Kansas
$274M +$38.5M +16% 94
FDW
5053
Fourth Dimension Wealth
Ohio
$274M +$11.9M +5% 625
HP
5054
Hartree Partners
New York
$274M -$14.4M -5% 101
BWM
5055
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 157
ZIG
5056
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 158
MAM
5057
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 52
BWG
5058
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 72
BFA
5059
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 172
NWWA
5060
New Wave Wealth Advisors
Arkansas
$273M +$16.9M +7% 197
IA
5061
IMZ Advisory
Florida
$273M +$4.53M +2% 41
IWM
5062
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 258
PW
5063
Potentia Wealth
California
$273M +$10.8M +4% 98
SCM
5064
SB Capital Management
California
$273M 93
LIM
5065
Letson Investment Management
Georgia
$273M -$6.03M -2% 102
WWC
5066
Waypoint Wealth Counsel
Georgia
$273M +$19.3M +8% 323
TBC
5067
Ted Buchan & Co
California
$272M +$17.2M +7% 90
AC
5068
AMANSA Capital
Singapore
$272M -$59M -18% 2
SWAG
5069
Spectrum Wealth Advisory Group
California
$272M +$29.8M +12% 67
SC
5070
Stance Capital
Massachusetts
$272M -$740K -0.3% 316
AG
5071
Amiral Gestion
France
$272M -$3.24M -1% 33
CC
5072
Congruence Capital
California
$272M 30
AIA
5073
Armor Investment Advisors
North Carolina
$272M -$43.7M -14% 159
RCA
5074
Ranch Capital Advisors
Florida
$272M +$13.3M +5% 160
IAM
5075
Iridian Asset Management
Connecticut
$272M +$17.5M +7% 48