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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
DG
4576
Daventry Group
New York
$233M +$76M +48% 11.3% 12.7% 10 20%
CWA
4577
CM Wealth Advisors
Ohio
$233M -$26.8M -10% 13.2% 55.8% 84 17.86%
SL
4578
SWF LLC
Nebraska
$233M +$23.4M +11% 1.85% 81.7% 3 66.67%
FLA
4579
Financial Life Advisors
Texas
$232M +$31.8K +0% 8.76% 42.7% 63 20.63%
WHGC
4580
Wealth High Governance Capital
Brazil
$232M -$55.4M -19% 17.3% 424% 35 85.71%
IC
4581
Immersion Capital
United Kingdom
$232M -$951K -0.4% 21.2% 63.4% 9 22.22%
TI
4582
TTP Investments
California
$232M +$80.5M +53% 14.3% 197% 33 18.18%
CFA
4583
Camarda Financial Advisors
Florida
$232M +$77.2M +50% 12.6% 132% 82 28.05%
BFWA
4584
Benchmark Financial Wealth Advisors
Florida
$232M +$19.3M +9% 11.2% 70.6% 81 19.75%
VAM
4585
Vert Asset Management
California
$232M +$34.6M +18% 18.1% 43.6% 42 2.38%
ATC
4586
Adirondack Trust Company
New York
$231M +$31M +15% 10.8% 84.9% 523 12.43%
AFG
4587
ABLE Financial Group
Arizona
$231M +$31.2M +16% 9.83% 57.8% 156 17.95%
CPA
4588
Capital Performance Advisors
California
$231M +$34.9M +18% 11.5% 61.5% 80 31.25%
IPW
4589
Intergy Private Wealth
Colorado
$231M +$31.4M +16% 11.1% 67.6% 75 8%
SCM
4590
Stonepine Capital Management
Oregon
$231M -$69.8M -23% 11.3% 199% 23 30.43%
RF
4591
Robinswood Financial
Washington
$231M +$21.5M +10% 8.25% 38.8% 272 15.81%
IF
4592
Insight Folios
North Carolina
$231M +$26.5M +13% 7.66% 32.9% 120 8.33%
FNWM
4593
Financial Network Wealth Management
Utah
$231M +$26.1M +13% 10.9% 116 19.83%
MC
4594
Mount Capital
United Kingdom
$231M -$2.62M -1% 12.6% 27.9% 19 10.53%
SFP
4595
Sterling Financial Planning
New Jersey
$231M +$35.7M +18% 9.89% 46.8% 102 8.82%
PWS
4596
Peloton Wealth Strategists
Indiana
$231M +$14M +6% 10.4% 41.1% 97 13.4%
PFSC
4597
Peoples Financial Services Corp
Pennsylvania
$231M +$18.4M +9% 11.3% 93% 260 3.46%
RCS
4598
Retirement Capital Strategies
California
$231M +$17.1M +8% 10.2% 50.2% 76 32.89%
IAA
4599
Ironsides Asset Advisors
North Carolina
$231M +$11M +5% 8.96% 45.2% 94 18.09%
DFA
4600
Delta Financial Advisors
Louisiana
$231M +$8.81M +4% 10.2% 80.5% 124 8.87%