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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
DSA
4376
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 1.6% 68.7% 73 13.7%
PFP
4377
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 6.87% 16.6% 9 11.11%
ACM
4378
Alight Capital Management
New York
$306M +$16.7M +6% 16.2% 466% 74 50%
T
4379
TrueFG
Texas
$306M +$237K +0.1% 2.06% 51.4% 54 5.56%
RW
4380
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 2.47% 34.4% 70 15.71%
HWP
4381
Highline Wealth Partners
California
$306M +$7.17M +2% 3.99% 82.9% 668 19.31%
WTFG
4382
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 2.29% 108% 92 4.35%
CWA
4383
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 1.21% 64.7% 87 6.9%
CA
4384
Crossingbridge Advisors
New York
$306M +$174M +133% 0.04% 95 57.89%
WHAM
4385
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 3.9% 97% 27 11.11%
ATFA
4386
All Terrain Financial Advisors
Minnesota
$305M +$32.6M +12% 0.04% 71.1% 105 17.14%
TCM
4387
Tyro Capital Management
Florida
$305M -$4.5M -1% 7.14% 16 31.25%
HH
4388
HWG Holdings
Texas
$305M +$14.7M +5% 7.6% 57 22.81%
LEFP
4389
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 2.26% 44.4% 61 16.39%
BTD
4390
BankPlus Trust Department
Mississippi
$305M 1.55% 471
MWM
4391
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 0.82% 67.5% 107 9.35%
RBWA
4392
RFG - Bristol Wealth Advisors
Massachusetts
$305M 2.22% 159
LJHT
4393
Laurie J. Hall Trustee
$305M -$10.9M -3% 1.8% 96% 264 5.68%
GJIA
4394
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 0.63% 58.3% 874 16.48%
NC
4395
Nvidia Corp
California
$305M -$128M -30% 4.11% 8 62.5%
HAC
4396
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 0.68% 63.2% 93 10.75%
AI
4397
ArchPoint Investors
Florida
$304M +$5.09M +2% 4.6% 111% 71 9.86%
OPW
4398
Oxler Private Wealth
New York
$304M +$17.2M +6% 7.82% 92.6% 88 5.68%
BWM
4399
BNC Wealth Management
Oregon
$304M +$32.6M +12% 11.2% 193% 108 25%
NFGCM
4400
Norman Fields Gottscho Capital Management
New York
$304M +$1.79M +0.6% 3.77% 94% 61 4.92%