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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
WFA
3226
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 0.31% 45.1% 247 25.91%
PFM
3227
Patton Fund Management
Texas
$589M -$157M -21% 9.27% 188% 518 14.67%
BCM
3228
Blume Capital Management
California
$588M +$38.4M +7% 1.96% 96.9% 356 11.24%
CWA
3229
Canvas Wealth Advisors
Kansas
$588M -$920K -0.2% 3.92% 115% 259 21.62%
DP
3230
Diadema Partners
New Jersey
$588M +$7.2M +1% 6.92% 220 68.64%
MWA
3231
Martel Wealth Advisors
Washington
$587M +$1.89M +0.3% 1.41% 39.7% 77 14.29%
MC
3232
Martin & Co
Tennessee
$587M +$4.72M +0.8% 0.86% 57.2% 101 0.99%
PFG
3233
Premier Financial Group
California
$587M +$204M +53% 2.46% 62 40.32%
PA
3234
Perennial Advisors
New York
$587M -$9.18M -2% 2.37% 133 9.77%
FMI
3235
Frec Markets Inc
California
$587M +$245M +72% 0.49% 658 50%
BMWS
3236
Brady Martz Wealth Solutions
North Dakota
$587M +$18.9M +3% 0.9% 201 16.92%
PFG
3237
PAX Financial Group
Texas
$586M +$6.31M +1% 1.37% 42.5% 225 19.56%
GIM
3238
Garden Investment Management
Connecticut
$586M +$83.1M +17% 13.5% 2 50%
TAM
3239
Talos Asset Management
New York
$585M +$20.2M +4% 38.2% 35 65.71%
CM
3240
Capital Management
Virginia
$585M -$24.9M -4% 3.95% 52.5% 77 11.69%
RIS
3241
Retirement Income Solutions
Michigan
$585M -$4.52M -0.8% 2.3% 53.7% 183 12.57%
CGIM
3242
Capital Group Investment Management
Singapore
$585M -$30.9M -5% 3.35% 120% 150 14%
HA
3243
Huntleigh Advisors
Missouri
$585M -$7.32M -1% 2.74% 311 22.51%
EWM
3244
Edge Wealth Management
New York
$585M +$18.4M +3% 1.67% 61.6% 91 16.48%
GG
3245
GenWealth Group
New Jersey
$584M -$2.01M -0.3% 1.41% 67.8% 92 17.39%
KI
3246
KTF Investments
California
$584M -$24.7M -4% 1.05% 98 12.24%
AIM
3247
Arcadia Investment Management
Michigan
$584M -$32.3M -5% 2.76% 83.5% 390 6.92%
MPIA
3248
Mountain Pacific Investment Advisers
Idaho
$584M -$33.4M -5% 1.02% 63.4% 147 6.12%
SIG
3249
Sky Investment Group
Connecticut
$583M -$22M -4% 1.35% 68% 148 9.46%
DM
3250
Diversified Management
Wisconsin
$583M +$155M +36% 0.77% 266 34.96%