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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
DF
3701
DecisionPoint Financial
Arizona
$464M +$9.4M +2% 0.29% 43.3% 741 10.53%
WWM
3702
Wiser Wealth Management
Georgia
$464M +$14M +3% 2.21% 46.7% 61 14.75%
FNBTCON
3703
First National Bank & Trust Co of Newtown
Pennsylvania
$464M -$81.9M -15% 1.35% 55.7% 148 10.14%
FNBOMD
3704
First National Bank of Mount Dora
Florida
$463M +$5.25M +1% 0.22% 84.5% 134 11.94%
RPSA
3705
Richard P. Slaughter Associates
Texas
$463M -$14.4M -3% 1.12% 51% 114 17.54%
HSA
3706
Hussman Strategic Advisors
Maryland
$463M +$48.8M +12% 0.56% 41.6% 349 51%
CPIM
3707
Coalescence Partners Investment Management
New York
$463M +$38.1M +9% 10% 16 50%
SHWM
3708
Smith & Howard Wealth Management
Georgia
$462M +$17.8M +4% 0.62% 40.4% 103 25.24%
SWMG
3709
Sanchez Wealth Management Group
Florida
$462M -$5.25M -1% 2.86% 56.9% 53 3.77%
AWAU
3710
Alliance Wealth Advisors (Utah)
Utah
$462M +$600K +0.1% 0.97% 63.3% 267 21.72%
NG
3711
NatWest Group
United Kingdom
$462M +$32.7M +8% 2.48% 207% 46 19.57%
PC
3712
ParaFi Capital
New York
$462M +$104M +29% 18.9% 26 53.85%
AC
3713
Aristides Capital
Kentucky
$462M -$103M -18% 0.92% 126% 308 56.49%
CRWM
3714
Castle Rock Wealth Management
California
$462M -$611K -0.1% 1.58% 105% 274 9.12%
TLP
3715
Trinity Legacy Partners
Texas
$462M +$25.9M +6% 1.63% 63.3% 109 13.76%
PRCP
3716
Pacific Ridge Capital Partners
Oregon
$462M +$6.26M +1% 4.97% 149% 144 9.03%
GLAM
3717
Gardner Lewis Asset Management
Pennsylvania
$462M +$67.4M +17% 6.19% 240% 106 53.77%
DI
3718
DAGCO Inc
Ohio
$461M +$28.4M +7% 1.49% 66.5% 391 12.53%
WCM
3719
Weaver Capital Management
Georgia
$461M -$12.7M -3% 1.94% 190 11.05%
BIG
3720
Builder Investment Group
Georgia
$461M -$2.09M -0.5% 1.14% 153% 107 9.35%
FC
3721
Fulcrum Capital
Washington
$461M -$37.3M -7% 5.04% 83.4% 102 3.92%
FCMV
3722
Foresite Capital Management VI
California
$460M +$129M +39% 60.5% 19 47.37%
MCB
3723
Morton Community Bank
Illinois
$460M -$2.65M -0.6% 4.93% 119 6.72%
RWM
3724
Rockline Wealth Management
New York
$460M -$30.4M -6% 0.68% 118 19.49%
PIN
3725
Prudent Investors Network
California
$459M +$23.4M +5% 0.67% 80 16.25%