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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
PWS
5076
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 8.28% 59.8% 254 88.58%
DAL
5077
Delta Accumulation LLC
California
$164M +$67.9M +70% 10.2% 96.5% 153 44.44%
PFA
5078
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 11.8% 85.8% 110 30%
RA
5079
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 7.83% 101% 109 10.09%
CFP
5080
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 4.79% 37.9% 59 16.95%
CIA
5081
Cape Investment Advisory
Georgia
$164M 6.24% 65.2% 962
BC
5082
Bridgefront Capital
Texas
$164M +$20.5M +14% 4.91% 52.1% 633 81.04%
TGM
5083
Tenzing Global Management
California
$164M +$213K +0.1% 17.2% 273% 18 50%
TFA
5084
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 4.56% 69.5% 72 16.67%
KIG
5085
Kennedy Investment Group
New Jersey
$164M +$6.48M +4% 5.52% 84.8% 122 7.38%
RBC
5086
Rye Brook Capital
Connecticut
$164M +$9.27M +6% 10.9% 67.3% 28 21.43%
RI
5087
Ridgewood Investments
New Jersey
$163M +$22.7M +16% 4.2% 833 76.35%
DA
5088
DCF Advisers
Connecticut
$163M +$15.4M +10% 6.81% 372% 80 37.5%
SFP
5089
Strategic Financial Partners
Oregon
$163M -$579K -0.4% 5.2% 54.8% 75 13.33%
LFP
5090
Leeward Financial Partners
Washington
$163M +$18.5M +13% 8.18% 83% 74 13.51%
TWM
5091
Triton Wealth Management
Arizona
$163M -$1.38M -0.8% 12.1% 88 15.91%
SIS
5092
Susquehanna International Securities
Ireland
$163M +$21.6M +15% 4.5% 2.8% 37 40.54%
WAM
5093
WFA Asset Management
Wisconsin
$163M +$10.7M +7% 2.98% 60% 250 13.2%
RM
5094
Rudius Management
New York
$163M +$12.1M +8% 5.21% 8.92% 5 20%
QM
5095
QVIDTVM Management
Texas
$163M -$3.12M -2% 4.13% 19.5% 13 15.38%
2L
5096
22NW LP
Washington
$163M -$22.5M -12% 18.1% 138% 20 20%
WMR
5097
Wealth Management Resources
Rhode Island
$163M +$8.36M +5% 2.75% 36.5% 46 10.87%
LFPWM
5098
Leicht Financial Planning & Wealth Management
New Jersey
$162M +$13.3M +9% 4.69% 46.3% 29 34.48%
BFA
5099
Bluestem Financial Advisors
Illinois
$162M +$10.3M +7% 4.41% 39.5% 26 0%
PBC
5100
Pavion Blue Capital
California
$162M +$5.58M +4% 5.89% 77.6% 99 5.05%