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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
PCM
5201
Payne Capital Management
New York
$232M 0.9% 69
WMP
5202
Wealth Management Partners
Arizona
$232M +$16M +7% 6.97% 179% 122 16.39%
WFG
5203
Wills Financial Group
Virginia
$232M -$6.8M -3% 2.1% 57.5% 67 5.97%
LIG
5204
Lokken Investment Group
Delaware
$232M -$8.26M -3% 0.19% 65.3% 164 19.51%
PP
5205
Pacifica Partners
Canada
$231M -$10.7M -4% 0.12% 123% 514 8.75%
ACH
5206
Axis Capital Holdings
$231M +$3.8M +2% 1.72% 67% 3 0%
NWM
5207
Napa Wealth Management
California
$231M +$20M +9% 4.07% 219 51.14%
OFCM
5208
One Fin Capital Management
California
$231M -$33.4M -13% 5.16% 92% 23 43.48%
AA
5209
AlphaMark Advisors
Kentucky
$231M -$58.7M -20% 0.21% 26.4% 773 25.87%
CG
5210
Castellan Group
Kentucky
$231M -$6.42M -3% 9.88% 196% 70 28.57%
SN
5211
Sittner & Nelson
Oregon
$231M +$7.09M +3% 2.08% 88.1% 507 18.15%
YRHAM
5212
Yong Rong (HK) Asset Management
Hong Kong
$231M -$115M -33% 81.7% 2,310% 38 76.32%
PWA
5213
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 0.33% 60.1% 126 7.94%
SP
5214
Sherman Porfolios
Idaho
$230M 4.93% 56
BIG
5215
Boothe Investment Group
Delaware
$230M +$11.5M +5% 0.16% 59.8% 41 9.76%
AVM
5216
Arch Venture Management
Illinois
$230M -$30.3M -12% 4.08% 228% 9 0%
WA
5217
Wealthstar Advisors
Texas
$230M 0.59% 130
SCM
5218
Spreng Capital Management
Ohio
$230M +$15.1M +7% 2.11% 72.5% 78 10.26%
UWS
5219
Unique Wealth Strategies
Illinois
$230M -$7.11M -3% 4.24% 242 39.67%
TFA
5220
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 1.8% 70 14.29%
BP
5221
BWM Planning
Texas
$230M +$4.47M +2% 1.65% 78 5.13%
PWM
5222
Pines Wealth Management
North Carolina
$230M 1.96% 205
1CM
5223
14B Capital Management
California
$230M +$6.69M +3% 6.19% 10 0%
PXPO
5224
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 38.9% 4 50%
BAM
5225
Bosun Asset Management
Illinois
$230M +$19.7M +9% 21% 278% 226 34.51%