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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
PAG
5251
Powers Advisory Group
Illinois
$210M +$10.2M +5% 0.11% 37.5% 107 3.74%
DRS
5252
Deane Retirement Strategies
Louisiana
$210M +$11M +6% 3.79% 64.7% 78 17.95%
PBC
5253
Pavion Blue Capital
California
$210M -$3.21M -2% 0.97% 67.6% 105 8.57%
DTC
5254
Davidson Trust Company
Washington
$210M +$15.4M +8% 1.09% 64.6% 168 10.12%
WFS
5255
Weitzel Financial Services
Iowa
$210M -$2.46M -1% 0.06% 42.4% 41 7.32%
LWMI
5256
Landmark Wealth Management (Illinois)
Illinois
$210M +$4.22M +2% 0.11% 49 8.16%
DWS
5257
Discipline Wealth Solutions
South Carolina
$210M -$6.38M -3% 0.99% 79 11.39%
FWP
5258
Firethorn Wealth Partners
Georgia
$210M +$8.2M +4% 1.8% 67.1% 178 13.48%
HAM
5259
Honeycomb Asset Management
New York
$209M -$58.6M -22% 7.92% 49% 41 87.8%
SC
5260
Saiph Capital
New Jersey
$209M -$10.9M -5% 4.41% 52.4% 53 15.09%
AIP
5261
Alexis Investment Partners
Texas
$209M +$4.68M +2% 2.63% 93 56.99%
BCH
5262
Berkshire Capital Holdings
California
$209M -$67.6M -24% 5.1% 1,364% 102 11.76%
GFP
5263
Guardian Financial Partners
California
$209M +$40.7M +24% 1% 50.2% 57 15.79%
KC
5264
Kinloch Capital
Virginia
$209M +$9.46M +5% 4.27% 48.9% 85 17.65%
MWM
5265
MBE Wealth Management
Wisconsin
$209M +$31.5M +18% 1.85% 60.9% 129 27.13%
DA
5266
DCF Advisers
Connecticut
$209M +$2.2M +1% 0.57% 156% 111 44.14%
FOA
5267
Five Oceans Advisors
California
$209M -$9.29M -4% 0.29% 78.8% 192 16.67%
SWP
5268
ShoreHaven Wealth Partners
New Jersey
$209M -$2.97M -1% 1.44% 63.8% 94 13.83%
BSA
5269
Bull Street Advisors
Georgia
$209M +$1.33M +0.6% 2.3% 41.9% 91 4.4%
CCA
5270
Cora Capital Advisors
New Jersey
$209M +$1.17M +0.6% 3.41% 70.5% 112 10.71%
CG
5271
Corundum Group
Colorado
$209M -$59.3M -22% 1.46% 65.8% 104 9.62%
NCM
5272
Next Capital Management
New York
$208M -$38.6M -16% 2.6% 56.1% 151 28.48%
SWAG
5273
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 3.77% 57.2% 60 11.67%
SM
5274
STF Management
Texas
$208M -$14.6M -7% 5.98% 208% 101 0%
PFSC
5275
Peoples Financial Services Corp
Pennsylvania
$208M -$7.69M -4% 0.64% 93% 262 3.05%