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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
CRWM
4776
Castle Rock Wealth Management
California
$111M +$14.7M +15% 6.63% 105% 176 15.34%
SPL
4777
Smart Portfolios LLC
Washington
$111M -$1.85M -2% 3.88% 41.3% 53 11.32%
VCS
4778
Vaughan & Co Securities
New Jersey
$111M 6.96% 50.9% 170
FC
4779
Fusion Capital
South Carolina
$111M 8.34% 73.5% 65
CFGF
4780
Compass Financial Group (Florida)
Florida
$111M +$5.32M +5% 5.35% 36.3% 20 0%
IOOF
4781
Independent Order of Foresters
Ontario, Canada
$111M +$8.06M +8% 7.85% 54.8% 3 0%
TP
4782
Tranquility Partners
Tennessee
$111M +$16.4M +17% 9.58% 67.4% 166 16.87%
DFG
4783
Demars Financial Group
Washington
$111M 3.09% 60.9% 45
CMBA
4784
C.M. Bidwell & Associates
Hawaii
$111M +$9.5M +9% 7.97% 59.8% 474 29.32%
PG
4785
Prostatis Group
Maryland
$111M 7.38% 56.1% 78
GP
4786
Galileo PTC
British Virgin Islands
$111M +$20.4M +23% 22.8% 145% 2 0%
SFPG
4787
Stonebridge Financial Planning Group
Florida
$111M 8.35% 54.7% 365
TCM
4788
TAM Capital Management
Connecticut
$110M 2.8% 0.76% 7
WCM
4789
Washburn Capital Management
Florida
$110M 9.51% 117% 35
BFA
4790
Bluestem Financial Advisors
Illinois
$110M 4.66% 39.5% 19
PWM
4791
Peterson Wealth Management
Nevada
$110M 4.68% 68.5% 46
JPLA
4792
Joseph P. Lucia & Associates
New York
$110M +$12.9M +13% 7.31% 58.2% 502 11.55%
CCM
4793
Cox Capital Management
Massachusetts
$110M +$7.47M +7% 7.51% 95.3% 75 12%
P3I
4794
Progeny 3 Inc
Washington
$110M +$11M +11% 4.93% 93.2% 20 10%
LAS
4795
Lloyd Advisory Services
Georgia
$110M 4.18% 381
SA
4796
Sunesis Advisors
Kansas
$110M +$13.5M +14% 9.55% 30 10%
LFPWM
4797
Leicht Financial Planning & Wealth Management
New Jersey
$110M +$5.17M +5% 1.9% 46.3% 69 36.23%
PGDP
4798
Pragma Gestao de Patrimonio
Brazil
$110M 9.69% 59.2% 14
DG
4799
DigitalBridge Group
Florida
$110M 2.29% 112% 38
MSWMA
4800
Market Street Wealth Management Advisors
Indiana
$110M +$6.71M +7% 7.42% 39.6% 38 2.63%