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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
NWM
5251
Napa Wealth Management
California
$184M 8.13% 109
LD
5252
Lipe & Dalton
New York
$184M +$18.1M +11% 13.1% 89.6% 107 9.35%
DA
5253
DCF Advisers
Connecticut
$184M +$701K +0.4% 12.4% 372% 107 34.58%
GWM
5254
Grand Wealth Management
Michigan
$184M +$20.9M +13% 9.65% 54.1% 78 16.67%
TWA
5255
Trellis Wealth Advisors
California
$184M +$25.2M +16% 10.9% 57.2% 38 15.79%
DLHL
5256
Donald L. Hagan LLC
Florida
$184M +$16.9M +10% 7.58% 47.9% 109 23.85%
CI
5257
Chartist Inc
California
$184M +$15.3M +9% 14.4% 28 10.71%
AW
5258
Atlas Wealth
Ohio
$184M -$351M -66% 5.92% 43.5% 223 65.02%
OGM
5259
OnyxPoint Global Management
New York
$184M -$71M -28% 3.78% 162% 14 35.71%
BFA
5260
Buttonwood Financial Advisors
Maryland
$183M +$25.6M +16% 10.4% 66.3% 103 7.77%
TW
5261
Towerpoint Wealth
California
$183M +$15M +9% 9.77% 62.4% 84 15.48%
FWM
5262
Fortress Wealth Management
California
$183M +$28.8M +19% 7.89% 52.1% 72 27.78%
I2I
5263
Insight 2811 Inc
Illinois
$183M +$7.28M +4% 5.38% 30.8% 85 11.76%
MA
5264
Mezzasalma Advisors
New Jersey
$183M +$21.2M +13% 11.8% 194% 97 17.53%
DRS
5265
Deane Retirement Strategies
Louisiana
$183M +$4.15M +2% 6.71% 64.7% 70 34.29%
RWA
5266
Rainsberger Wealth Advisors
Colorado
$183M +$20.3M +12% 9.57% 73 12.33%
SM
5267
Sciencast Management
New Jersey
$183M -$37.2M -17% 10.2% 72.5% 470 86.6%
LAM
5268
Lountzis Asset Management
Pennsylvania
$183M +$4.13M +2% 11.3% 144% 46 6.52%
WIP
5269
WealthCare Investment Partners
Rhode Island
$183M +$18.8M +11% 8.96% 62.6% 134 13.43%
WAM
5270
WFA Asset Management
Wisconsin
$183M +$14.6M +9% 10% 60% 259 15.83%
AIC
5271
Anthracite Investment Company
Texas
$183M 9.81% 79
TLA
5272
Tanglewood Legacy Advisors
Texas
$183M +$16.3M +10% 9.85% 61.1% 295 8.81%
SW
5273
SMART Wealth
Nebraska
$183M +$49.9M +37% 5.42% 77.7% 93 34.41%
PSC
5274
Patient Square Capital
California
$183M +$941K +0.5% 1.35% 329% 2 0%
SM
5275
Soapstone Management
Maryland
$183M -$33.4M -15% 16.3% 30.3% 20 15%