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
4WM
6276
4J Wealth Management
Virginia
$170M +$22.2M +15% 98
BI
6277
Binnacle Investments
Iowa
$170M +$16.2M +11% 957
FHC
6278
Forest Hill Capital
Arkansas
$170M +$29M +21% 37
BI
6279
Beckerman Institutional
New Jersey
$170M +$19.3M +13% 118
MGWA
6280
Monument Group Wealth Advisors
Massachusetts
$170M +$11M +7% 54
BFG
6281
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 136
BWM
6282
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 109
CF
6283
CNA Financial
Illinois
$170M -$25.1M -13% 15
HC
6284
Hara Capital
Washington
$170M +$8.35M +5% 341
AC
6285
Attessa Capital
Arizona
$170M +$13.4M +9% 39
BFS
6286
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 42
RCM
6287
Rockbridge Capital Management
Virginia
$169M -$6.26M -4% 29
VIG
6288
Vienna Insurance Group
Poland
$169M +$10.3M +6% 93
TFA
6289
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 124
GWM
6290
Guardian Wealth Management
Illinois
$169M +$19M +13% 65
SFB
6291
STAR Financial Bank
Indiana
$169M +$11.4M +7% 126
BU
6292
Brown University
Rhode Island
$169M +$27.1M +19% 10
LWA
6293
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 76
AFS
6294
Anderson Financial Strategies
Ohio
$169M +$12.5M +8% 46
BIG
6295
Bush Investment Group
Georgia
$169M +$19.8M +13% 38
SWR
6296
Spahn Wealth & Retirement
Arizona
$169M +$13.2M +8% 38
CWI
6297
Conscious Wealth Investments
Florida
$169M +$12.1M +8% 58
CP
6298
Camelot Portfolios
Ohio
$169M +$1.84M +1% 217
SC
6299
Shearwater Capital
Colorado
$169M +$9.52M +6% 50
EFG
6300
Ehrlich Financial Group
California
$168M +$14.1M +9% 118