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
TBT
5051
Texas Bank & Trust
Texas
$275M +$10.5M +4% 185
AFO
5052
Arrowroot Family Office
California
$275M +$24.3M +10% 155
FFP
5053
Freedom Financial Partners
Minnesota
$275M +$12.4M +5% 88
WP
5054
Wealthspan Partners
Iowa
$275M +$15.2M +6% 129
PMA
5055
Prudent Man Advisors
Illinois
$275M +$3.23M +1% 140
AFS
5056
Access Financial Services
Minnesota
$275M -$1.43M -0.5% 108
ACM
5057
Absolute Capital Management
Pennsylvania
$275M +$41.1M +18% 141
RA
5058
Rosalind Advisors
Ontario, Canada
$274M -$8.51M -3% 42
DFG
5059
Dupree Financial Group
Kentucky
$274M +$11.3M +4% 85
NRW
5060
Nova R Wealth
Kansas
$274M +$38.5M +16% 94
FDW
5061
Fourth Dimension Wealth
Ohio
$274M +$11.9M +5% 625
HP
5062
Hartree Partners
New York
$274M -$14.4M -5% 101
BWM
5063
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 157
ZIG
5064
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 158
MAM
5065
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 52
BWG
5066
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 72
BFA
5067
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 172
NWWA
5068
New Wave Wealth Advisors
Arkansas
$273M +$16.9M +7% 197
IA
5069
IMZ Advisory
Florida
$273M +$4.53M +2% 41
IWM
5070
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 258
PW
5071
Potentia Wealth
California
$273M +$10.8M +4% 98
SCM
5072
SB Capital Management
California
$273M 93
LIM
5073
Letson Investment Management
Georgia
$273M -$6.03M -2% 102
WWC
5074
Waypoint Wealth Counsel
Georgia
$273M +$19.3M +8% 323
TBC
5075
Ted Buchan & Co
California
$272M +$17.2M +7% 90