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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
PCA
4401
Prospect Capital Advisors
California
$197M -$17.9M -8% 7.8% 202% 31 25.81%
FFA
4402
Founders Financial Alliance
North Carolina
$197M -$27.8M -12% 14.3% 84.9% 550 29.09%
BWM
4403
BCGM Wealth Management
Indiana
$197M +$13.2M +7% 12% 54.9% 112 12.5%
BBNB
4404
Baker Boyer National Bank
Washington
$197M -$10.6M -5% 13.6% 44.7% 85 9.41%
WIC
4405
WealthBridge Investment Counsel
Alberta, Canada
$197M -$29.4M -13% 10.9% 92.5% 40 7.5%
SC
4406
Sawyer & Company
Massachusetts
$197M -$25.3M -11% 10.6% 97.4% 180 7.22%
GWM
4407
Grand Wealth Management
Michigan
$197M -$17.2M -8% 10.3% 54.1% 62 12.9%
PCM
4408
Passive Capital Management
Maryland
$196M +$9.78M +5% 10.5% 37.7% 52 15.38%
BAMG
4409
Brand Asset Management Group
Missouri
$196M -$30.1M -13% 15.2% 70.2% 85 14.12%
CSWG
4410
Cardinal Strategic Wealth Guidance
Kentucky
$196M -$21.8M -10% 13.4% 67.3% 104 20.19%
CA
4411
Centerpoint Advisors
Massachusetts
$196M -$22.4M -10% 15.6% 74.2% 460 15.65%
CRWM
4412
Castle Rock Wealth Management
California
$196M -$21.3M -10% 11.7% 105% 255 23.14%
LK
4413
Lumbard & Kellner
New Hampshire
$196M -$60.2M -24% 8.09% 137% 96 22.92%
OWM
4414
OneAscent Wealth Management
Alabama
$196M -$4.95M -2% 9.14% 50.6% 235 33.19%
PP
4415
Prosperity Planning
Missouri
$196M -$8.57M -4% 11% 40.5% 98 14.29%
ACM
4416
Ategra Capital Management
Virginia
$196M -$32.5M -14% 12.3% 114% 107 12.15%
T
4417
TrueFG
Texas
$196M -$24.6M -11% 13.3% 51.4% 37 8.11%
YEPV
4418
Yorktown Energy Partners VIII
New York
$195M -$85.4M -30% 0.91% 15.2% 3 33.33%
RCI
4419
RS Crum Inc
California
$195M +$18.4M +10% 11.1% 48.5% 80 25%
RWM
4420
Rench Wealth Management
Texas
$195M -$24.7M -11% 10.9% 106% 40 2.5%
BFWA
4421
Benchmark Financial Wealth Advisors
Florida
$195M -$40.2M -17% 13.8% 70.6% 88 30.68%
FF
4422
Fluent Financial
Texas
$195M -$48.6M -20% 16.1% 42.5% 70 11.43%
LRIC
4423
Long Road Investment Counsel
Michigan
$195M -$27.5M -12% 12.2% 53.8% 73 10.96%
IC
4424
Innealta Capital
Texas
$195M +$23.3M +14% 13.6% 63.7% 73 31.51%
GRIM
4425
Greenhaven Road Investment Management
Connecticut
$195M -$112M -36% 23.2% 70.2% 65 36.92%