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
BF
5251
Brogan Financial
Tennessee
$204M +$28.5M +16% 59
TW
5252
Towerpoint Wealth
California
$204M -$6.85M -3% 92
CRAM
5253
Compass Rose Asset Management
New York
$204M +$112M +121% 16
ORC
5254
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 155
UAM
5255
Unison Asset Management
Florida
$204M -$6.39M -3% 35
QCIG
5256
Quad-Cities Investment Group
Iowa
$204M +$4.71M +2% 188
AFC
5257
AFT Forsyth & Company
Florida
$204M +$1.09M +0.5% 131
SC
5258
Summa Corp
Texas
$204M -$4.71M -2% 68
IAG
5259
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 126
FM
5260
Freemont Management
Switzerland
$204M +$12.3M +6% 86
AGP
5261
Autumn Glory Partners
Texas
$204M -$56.3M -22% 214
BB
5262
Burford Brothers
Texas
$204M +$11.9M +6% 167
FI
5263
FIDELIS iM
Oregon
$204M -$16.8M -8% 22
PF
5264
Parker Financial
Washington
$204M +$4.28M +2% 36
MWM
5265
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 133
CCIA
5266
Cherry Creek Investment Advisors
Colorado
$203M +$9.95M +5% 116
GCM
5267
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 53
USB
5268
Union Savings Bank
Connecticut
$203M -$631K -0.3% 303
DMBA
5269
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 500
EHWM
5270
Eads & Heald Wealth Management
Georgia
$203M -$7.83M -4% 145
TC
5271
TAGStone Capital
North Carolina
$203M +$7.45M +4% 94
AWM
5272
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 150
BWM
5273
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 54
SAM
5274
Sequent Asset Management
Texas
$203M +$574K +0.3% 95
AWA
5275
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 81