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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
DRS
4826
Deane Retirement Strategies
Louisiana
$182M -$3.84M -2% 5.71% 64.7% 71 30.99%
HWM
4827
Howard Wealth Management
Connecticut
$182M +$10.7M +6% 4.74% 60.3% 129 3.88%
BFA
4828
Brendel Financial Advisors
New Hampshire
$182M +$32.5M +22% 8.63% 126% 287 71.08%
BA
4829
Bennicas & Associates
California
$182M +$7.54M +4% 4.88% 40.3% 100 2%
HR
4830
Hayden Royal
North Carolina
$182M +$6.97M +4% 7.74% 100% 231 21.65%
PFA
4831
Professional Financial Advisors
Nebraska
$182M +$20.6M +13% 7% 52.8% 440 19.32%
DI
4832
Dalton Investments
Nevada
$182M -$1.03M -0.6% 0.45% 95.1% 30 10%
EW
4833
Emerson Wealth
Michigan
$182M +$13.3M +8% 7.04% 18.1% 44 18.18%
MA
4834
Mezzasalma Advisors
New Jersey
$181M +$25.5M +16% 12.6% 194% 102 9.8%
FCP
4835
Fosse Capital Partners
United Kingdom
$181M -$10.5M -5% 9.53% 80% 6 16.67%
CC
4836
Cipher Capital
New York
$181M -$673M -79% 6.18% 641 79.88%
FPF
4837
First Pacific Financial
Washington
$181M +$20.9M +13% 7.17% 48.5% 93 3.23%
AP
4838
Agilis Partners
Massachusetts
$181M -$38.7M -18% 5.86% 8.47% 27 3.7%
SFP
4839
Strategic Financial Partners
Oregon
$181M +$12.4M +7% 6.14% 54.8% 68 10.29%
HVP
4840
Hudson Value Partners
Florida
$181M +$15.5M +9% 6.88% 124% 123 16.26%
YCM
4841
Yaupon Capital Management
New York
$181M +$63.2M +54% 5.63% 122% 81 59.26%
HBCM
4842
Heron Bay Capital Management
Michigan
$181M +$12.6M +8% 7.61% 58.9% 79 21.52%
AM
4843
Atwater Malick
Pennsylvania
$181M +$17.9M +11% 5.46% 79.1% 51 11.76%
PFA
4844
Plotkin Financial Advisors
Maryland
$181M +$17.3M +11% 9.62% 95.3% 104 22.12%
CPW
4845
Catalyst Private Wealth
California
$181M +$38.4M +27% 11.5% 103% 75 25.33%
CCM
4846
Clearfield Capital Management
New York
$181M -$82M -31% 1.29% 421% 13 76.92%
EAM
4847
Eukles Asset Management
Ohio
$180M +$25.8M +17% 7.36% 77.2% 249 16.06%
ROC
4848
Running Oak Capital
Minnesota
$180M -$148M -45% 5.83% 32.7% 64 14.06%
LWMM
4849
Legacy Wealth Management (Mississippi)
Mississippi
$180M +$15.4M +9% 8.38% 89.1% 103 7.77%
TAM
4850
Townsend Asset Management
North Carolina
$180M +$18.8M +12% 7.01% 77% 203 9.36%