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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
FLA
4726
Financial Life Advisors
Texas
$311M +$19M +7% 5.65% 42.7% 49 6.12%
DA
4727
DCF Advisers
Connecticut
$311M +$95.4M +44% 20.3% 372% 114 42.98%
IWN
4728
Independent Wealth Network
Iowa
$311M +$36.3M +13% 7.97% 75.1% 289 12.8%
FIA
4729
FNY Investment Advisers
New York
$311M +$75M +32% 23.2% 307% 1,633 57.5%
SPG
4730
Snow Phipps Group
New York
$311M +$12.5M +4% 6.04% 89.2% 2 0%
WE
4731
Wealth Effects
Massachusetts
$311M +$43.7M +16% 22.8% 202% 229 15.72%
BI
4732
Berkeley Inc
Idaho
$311M +$32.3M +12% 5.16% 40.9% 78 7.69%
3F
4733
360 Financial
Minnesota
$311M -$5.94M -2% 7.97% 82.5% 96 22.92%
HPM
4734
Hoxton Planning & Management
West Virginia
$311M +$21.4M +7% 7.15% 70.1% 229 13.97%
CFGA
4735
Cambridge Financial Group (Arizona)
Arizona
$311M +$44.3M +17% 7.46% 166 18.07%
SWM
4736
Selective Wealth Management
Virginia
$311M +$36.8M +13% 4.21% 62.6% 111 10.81%
GCM
4737
GoodHaven Capital Management
New Jersey
$311M +$22.8M +8% 8.91% 80.7% 26 0%
CWM
4738
Core Wealth Management
Florida
$311M +$26.9M +10% 5.42% 41.1% 36 19.44%
PCM
4739
Payne Capital Management
New York
$311M +$51M +20% 6.05% 82 12.2%
SA
4740
SAM Advisors
California
$310M +$21.1M +7% 6.95% 57.5% 43 6.98%
GSCM
4741
Greenfield Seitz Capital Management
Texas
$310M +$27.3M +10% 9.42% 115 9.57%
CIA
4742
Corigliano Investment Advisers
North Carolina
$310M -$7.42M -2% 7.19% 59 52.54%
AW
4743
Atlas Wealth
Ohio
$310M +$36M +13% 7.03% 43.5% 121 22.31%
PWMG
4744
Pioneer Wealth Management Group
Texas
$310M +$40.1M +15% 5.18% 52 13.46%
WRM
4745
Weybosset Research & Management
Rhode Island
$310M +$18.9M +6% 9.26% 73.4% 35 0%
RWM
4746
Reston Wealth Management
Virginia
$310M +$24.4M +9% 7.17% 60.7% 56 8.93%
EWA
4747
ERTS Wealth Advisors
Michigan
$310M +$19.7M +7% 4.31% 36.5% 31 6.45%
OPTFSNA
4748
Old Point Trust & Financial Services N A
Virginia
$310M +$23M +8% 7.8% 72.6% 338 13.02%
CW
4749
Cabot-Wellington
Massachusetts
$309M +$18.8M +6% 7.37% 65% 5 0%
WMR
4750
Wealth Management Resources
Rhode Island
$309M +$16.2M +6% 3.71% 36.5% 32 0%