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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
FFG
3876
Frisch Financial Group
New York
$356M +$26M +8% 0.98% 56% 137 12.41%
CIM
3877
Coleford Investment Management
Canada
$356M -$22.5M -6% 3.2% 20 0%
B
3878
BetterWealth
California
$356M -$6.62M -2% 2.03% 55.7% 72 20.83%
SI
3879
Seeds Investor
New York
$356M +$5.41M +2% 0.76% 297 23.91%
SDAM
3880
Shulman DeMeo Asset Management
New York
$356M -$14.5M -4% 3.03% 70.1% 122 8.2%
WFPG
3881
Waller Financial Planning Group
Ohio
$356M -$40.8M -10% 1.42% 40.9% 76 14.47%
DA
3882
Doliver Advisors
Texas
$356M -$3.97M -1% 1.87% 81% 171 12.87%
DA
3883
Drake & Associates
Wisconsin
$356M +$4.5M +1% 1.18% 42.3% 90 3.33%
GIP
3884
Gavilan Investment Partners
California
$356M -$5.04M -1% 3.15% 123% 13 0%
PWM
3885
Paulson Wealth Management
Illinois
$355M -$11.2M -3% 2.47% 47.2% 141 8.51%
CNC
3886
Citizens & Northern Corp
Pennsylvania
$355M -$10.4M -3% 2.59% 73.3% 130 12.31%
FNB
3887
Farmers National Bank
Kentucky
$354M +$11.7M +3% 0.46% 167 4.79%
BCP
3888
BDT Capital Partners
Illinois
$354M -$36.6M -9% 20.2% 49.7% 2 0%
TL
3889
Tradewinds LLC
North Carolina
$354M -$5.4M -2% 0.53% 229 13.97%
EGA
3890
E&G Advisors
Texas
$354M -$14M -4% 2.26% 92.3% 220 7.73%
HNWAG
3891
High Net Worth Advisory Group
Florida
$354M -$3.68M -1% 0.77% 67.7% 224 6.25%
WCM
3892
WealthBridge Capital Management
Ohio
$354M -$6.08M -2% 1.68% 82.1% 212 10.85%
ER
3893
EVR Research
Virginia
$354M +$55M +18% 7.15% 104% 52 59.62%
BI
3894
Ballast Inc
Kentucky
$353M +$3.65M +1% 0.84% 66% 129 10.85%
WCM
3895
Whitener Capital Management
North Carolina
$353M -$3.54M -1% 1.06% 98.5% 159 3.77%
HSG
3896
Helen Stephens Group
Texas
$353M +$16M +5% 1.52% 49.5% 89 6.74%
TODC
3897
Trustees of Dartmouth College
New Hampshire
$353M +$15.5M +5% 3.82% 39% 7 57.14%
UI
3898
Untitled Investments
New York
$353M -$57M -14% 6.15% 62.6% 20 40%
NI
3899
Natural Investments
California
$353M -$8.58M -2% 1.51% 263 12.93%
DCM
3900
DAFNA Capital Management
California
$353M -$40.7M -10% 10.5% 240% 90 16.67%