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
AFG
5051
American Financial Group
Ohio
$276M +$16.3M +6% 66
HFP
5052
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 147
FWMP
5053
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 95
ROC
5054
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 29
RCM
5055
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 617
CCAM
5056
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 31
BCL
5057
Bracebridge Capital LLC
Massachusetts
$275M +$35.3M +15% 39
IIA
5058
ICW Investment Advisors
Arizona
$275M +$564K +0.2% 146
ECML
5059
Eagle Capital Management (Louisiana)
Louisiana
$275M +$10.4M +4% 51
TBT
5060
Texas Bank & Trust
Texas
$275M +$10.5M +4% 185
AFO
5061
Arrowroot Family Office
California
$275M +$24.3M +10% 155
FFP
5062
Freedom Financial Partners
Minnesota
$275M +$12.4M +5% 88
WP
5063
Wealthspan Partners
Iowa
$275M +$15.2M +6% 129
PMA
5064
Prudent Man Advisors
Illinois
$275M +$3.23M +1% 140
AFS
5065
Access Financial Services
Minnesota
$275M -$1.43M -0.5% 108
ACM
5066
Absolute Capital Management
Pennsylvania
$275M +$41.1M +18% 141
RA
5067
Rosalind Advisors
Ontario, Canada
$274M -$8.51M -3% 42
DFG
5068
Dupree Financial Group
Kentucky
$274M +$11.3M +4% 85
NRW
5069
Nova R Wealth
Kansas
$274M +$38.5M +16% 94
FDW
5070
Fourth Dimension Wealth
Ohio
$274M +$11.9M +5% 625
HP
5071
Hartree Partners
New York
$274M -$14.4M -5% 101
BWM
5072
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 157
ZIG
5073
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 158
MAM
5074
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 52
BWG
5075
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 72