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
BFA
5076
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 172
NWWA
5077
New Wave Wealth Advisors
Arkansas
$273M +$16.9M +7% 197
IA
5078
IMZ Advisory
Florida
$273M +$4.53M +2% 41
IWM
5079
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 258
PW
5080
Potentia Wealth
California
$273M +$10.8M +4% 98
SCM
5081
SB Capital Management
California
$273M 93
LIM
5082
Letson Investment Management
Georgia
$273M -$6.03M -2% 102
WWC
5083
Waypoint Wealth Counsel
Georgia
$273M +$19.3M +8% 323
TBC
5084
Ted Buchan & Co
California
$272M +$17.2M +7% 90
AC
5085
AMANSA Capital
Singapore
$272M -$59M -18% 2
SWAG
5086
Spectrum Wealth Advisory Group
California
$272M +$29.8M +12% 67
SC
5087
Stance Capital
Massachusetts
$272M -$740K -0.3% 316
AG
5088
Amiral Gestion
France
$272M -$3.24M -1% 33
CC
5089
Congruence Capital
California
$272M 30
AIA
5090
Armor Investment Advisors
North Carolina
$272M -$43.7M -14% 159
RCA
5091
Ranch Capital Advisors
Florida
$272M +$13.3M +5% 160
IAM
5092
Iridian Asset Management
Connecticut
$272M +$17.5M +7% 48
TWM
5093
Trinity Wealth Management
Pennsylvania
$271M +$4.76M +2% 76
CWA
5094
Consilium Wealth Advisory
Texas
$271M +$11.8M +5% 98
MFC
5095
Mechanics Financial Corp
Ohio
$271M +$6.93M +3% 244
AA
5096
AJ Advisors
Tennessee
$271M +$26.5M +11% 39
EAIC
5097
Empower Annuity Insurance Company
Connecticut
$271M -$3.14M -1% 1
MWA
5098
Miller Wealth Advisors
Colorado
$271M +$22.8M +9% 142
BWM
5099
Buska Wealth Management
Wisconsin
$271M -$62.5M -19% 79
HOWA
5100
Heritage Oak Wealth Advisors
Florida
$271M -$4.57M -2% 97