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
BFG
6301
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 136
BWM
6302
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 109
CF
6303
CNA Financial
Illinois
$170M -$25.1M -13% 15
HC
6304
Hara Capital
Washington
$170M +$8.35M +5% 341
AC
6305
Attessa Capital
Arizona
$170M +$13.4M +9% 39
BFS
6306
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 42
RCM
6307
Rockbridge Capital Management
Virginia
$169M -$6.26M -4% 29
VIG
6308
Vienna Insurance Group
Poland
$169M +$10.3M +6% 93
TFA
6309
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 124
GWMI
6310
Guardian Wealth Management (Illinois)
Illinois
$169M +$19M +13% 65
SFB
6311
STAR Financial Bank
Indiana
$169M +$11.4M +7% 126
BU
6312
Brown University
Rhode Island
$169M +$27.1M +19% 10
LWA
6313
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 76
AFS
6314
Anderson Financial Strategies
Ohio
$169M +$12.5M +8% 46
BIG
6315
Bush Investment Group
Georgia
$169M +$19.8M +13% 38
SWR
6316
Spahn Wealth & Retirement
Arizona
$169M +$13.2M +8% 38
CWI
6317
Conscious Wealth Investments
Florida
$169M +$12.1M +8% 58
CP
6318
Camelot Portfolios
Ohio
$169M +$1.84M +1% 217
SC
6319
Shearwater Capital
Colorado
$169M +$9.52M +6% 50
EFG
6320
Ehrlich Financial Group
California
$168M +$14.1M +9% 118
FGI
6321
Foresight Global Investors
New York
$168M +$27.6M +20% 35
ANC
6322
Ames National Corp
Iowa
$168M +$13.8M +9% 69
BFAG
6323
Blackston Financial Advisory Group
Florida
$168M -$53.1M -24% 165
NA
6324
Note Advisors
New York
$168M +$23.6M +16% 83
MAS
6325
MPWM Advisory Solutions
Georgia
$168M +$10.1M +6% 570