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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
VAS
3726
Valicenti Advisory Services
New York
$359M +$30M +9% 8.92% 119% 95 26.32%
MMG
3727
Monetary Management Group
Missouri
$359M +$38.3M +12% 13.3% 99.8% 343 10.5%
GH
3728
Geisinger Health
Pennsylvania
$359M +$39.3M +12% 2.57% 5 0%
DWM
3729
Darwin Wealth Management
Florida
$359M -$13.9M -4% 5.84% 56.8% 153 17.65%
ECM
3730
Engle Capital Management
Connecticut
$359M +$73.3M +26% 27.9% 289% 34 38.24%
FI
3731
Financial Insights
Washington
$359M +$38.8M +12% 9.17% 62.1% 166 10.84%
PEA
3732
Park Edge Advisors
Ohio
$358M +$69.7M +24% 12.4% 53.7% 135 25.19%
SA
3733
Sycale Advisors
New York
$358M +$27.9M +8% 7.29% 16% 24 37.5%
CFM
3734
Catalyst Funds Management
Australia
$358M 9.38% 1,091
IPW
3735
Inlet Private Wealth
Florida
$358M +$31.8M +10% 10.3% 77.6% 125 8%
FPF
3736
First Pacific Financial
Washington
$358M +$30.6M +9% 4.97% 48.5% 449 20.71%
SDWIA
3737
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$358M +$32.7M +10% 7.8% 67.8% 158 13.92%
RMAM
3738
Raab & Moskowitz Asset Management
New Jersey
$358M +$40.9M +13% 8.49% 75% 173 7.51%
WW
3739
Waterfront Wealth
Kansas
$357M +$18.2M +5% 7.53% 71.8% 256 8.2%
SCM
3740
Shah Capital Management
North Carolina
$357M -$33M -8% 6.92% 225% 18 22.22%
GL
3741
Globe Life
Texas
$357M +$22.7M +7% 9.13% 53.2% 2 0%
LA
3742
Lifeworks Advisors
Michigan
$357M +$67.5M +23% 7.94% 53.8% 236 20.76%
GPSPJS
3743
General Pension Society PZU Joint Stock
Poland
$357M +$43.9M +14% 11.9% 112% 19 0%
IP
3744
Ignite Planners
California
$357M +$20.2M +6% 7.61% 73.8% 310 18.06%
DWM
3745
Drive Wealth Management
Utah
$357M +$46.9M +15% 9.09% 94.4% 344 18.9%
PC
3746
PhiloSmith Capital
Connecticut
$357M +$45.7M +15% 16.3% 54% 24 4.17%
CCM
3747
Carderock Capital Management
Maryland
$357M -$5.39M -1% 10.1% 88.6% 74 25.68%
MCIA
3748
Mountain Capital Investment Advisors
Colorado
$357M +$60.8M +21% 6.23% 63.3% 73 50.68%
IFS
3749
Ifrah Financial Services
Arkansas
$357M +$15.6M +5% 6.34% 61.7% 223 13.9%
LWMG
3750
Levy Wealth Management Group
Pennsylvania
$356M $0 0% 5.75% 21.1% 104 0%