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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
SCG
4701
Sonata Capital Group
Washington
$185M +$4.99M +3% 5.86% 57.4% 111 11.71%
GSEP
4702
Golden State Equity Partners
California
$185M 4.77% 214
WA
4703
Waterford Advisors
New York
$185M +$13.1M +8% 5.51% 40.5% 54 12.96%
OGF
4704
Orin Green Financial
California
$185M +$14.4M +8% 7.47% 53.3% 74 10.81%
QPW
4705
Quantum Private Wealth
Florida
$185M +$26.9M +17% 19.8% 219% 192 6.25%
NFP
4706
Narus Financial Partners
Utah
$184M +$11.2M +6% 4.76% 89.8% 121 14.05%
C1AG
4707
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 5.51% 57.4% 96 10.42%
ICP
4708
Interchange Capital Partners
Pennsylvania
$184M +$86.3M +88% 7.42% 79.6% 230 48.7%
DFA
4709
DHJJ Financial Advisors
Illinois
$184M +$9.86M +6% 6.63% 56.7% 139 5.04%
SFP
4710
Sterling Financial Planning
New Jersey
$184M +$16.7M +10% 4.58% 46.8% 95 5.26%
HFA
4711
Highland Financial Advisors
New Jersey
$184M +$14.4M +8% 5.38% 63.3% 49 18.37%
TCWM
4712
Total Clarity Wealth Management
Illinois
$184M -$12.2M -6% 3.26% 69.7% 255 43.53%
PK
4713
Pflug Koory
Nebraska
$184M +$4.1M +2% 4.11% 428 2.1%
EAM
4714
Eukles Asset Management
Ohio
$184M +$12.6M +7% 10.3% 69.7% 227 0.44%
AI
4715
Atom Investors
Texas
$184M -$16.3M -8% 2.68% 63.4% 336 61.9%
GAG
4716
Goodman Advisory Group
Massachusetts
$184M +$11.8M +7% 7.8% 62.7% 182 31.32%
CNBT
4717
Cornerstone National Bank & Trust
Illinois
$184M +$4.5M +3% 4.45% 33.9% 60 8.33%
BCM
4718
Bond Capital Management
California
$184M +$41.4M +29% 40.2% 28.9% 5 0%
TWA
4719
TPB Wealth Advisors
Texas
$183M -$11.2M -6% 6.65% 49 30.61%
SJL
4720
Shayne & Jacobs LLC
Tennessee
$183M +$3M +2% 1.72% 73.4% 37 8.11%
AWM
4721
Arista Wealth Management
Nevada
$183M +$24.9M +16% 4.82% 60.1% 66 9.09%
HFRG
4722
Houlihan Financial Resource Group
Virginia
$183M +$9.97M +6% 5.18% 42.4% 92 5.43%
TCM
4723
Trybe Capital Management
Connecticut
$183M +$79.2M +76% 39% 327% 13 30.77%
GWM
4724
Gray Wealth Management
Maine
$183M +$10.7M +6% 4.76% 22.1% 127 11.81%
TFA
4725
TPG Financial Advisors
Oregon
$183M +$18.2M +11% 3.96% 50 14%