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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
NWA
5351
Navis Wealth Advisors
New York
$129M +$18.4M +17% 5.93% 107% 184 52.17%
TC
5352
Tatro Capital
Kentucky
$129M +$21.8M +20% 4.7% 109 36.7%
SIAG
5353
Signet Investment Advisory Group
Rhode Island
$129M +$2.38M +2% 5.83% 59.6% 217 65.9%
MPPW
5354
Mitchell & Pahl Private Wealth
Oklahoma
$129M +$10M +8% 7.05% 75.2% 152 4.61%
WDG
5355
Wealth Dimensions Group
Ohio
$129M +$13M +11% 5.97% 57.1% 121 9.92%
GPA
5356
Garrison Point Advisors
California
$129M +$4.5M +4% 6.17% 81.5% 142 2.82%
BFM
5357
Broadview Financial Management
Wisconsin
$129M -$1.68M -1% 7.02% 52.4% 46 4.35%
BRG
5358
Bay Rivers Group
Virginia
$129M +$9.25M +8% 4.44% 166% 75 12%
BSI
5359
Bennett Selby Investments
Maine
$129M +$11.1M +9% 3.19% 69.8% 53 11.32%
DIS
5360
Diversified Investment Strategies
Louisiana
$129M +$699K +0.5% 16.8% 86% 43 6.98%
PWA
5361
Phoenix Wealth Advisors
North Carolina
$129M -$3.09M -2% 3.87% 60.1% 370 10.27%
BIP
5362
Blueprint Investment Partners
North Carolina
$128M +$128M +103,866% 4.51% 90.8% 70 30%
JC
5363
Jentner Corp
Ohio
$128M +$26.6M +26% 1.47% 38.9% 30 13.33%
NIMC
5364
Nierenberg Investment Management Company
Washington
$128M +$20.2M +19% 33% 135% 38 28.95%
PS
5365
Planned Solutions
California
$128M +$3.2M +3% 6.72% 60.8% 467 87.15%
WWM
5366
Wolff Wiese Magana
California
$128M +$9.47M +8% 3.59% 136% 786 13.36%
CG
5367
Corundum Group
Colorado
$128M +$7.94M +7% 7.3% 80.5% 95 6.32%
OPOWM
5368
One Plus One Wealth Management
Florida
$128M 5.51% 69.2% 95
IA
5369
IFS Advisors
Kansas
$128M -$2.8M -2% 4.52% 48.3% 182 89.01%
MAM
5370
McCarthy Asset Management
California
$128M +$7.24M +6% 5.51% 449 25.39%
MAS
5371
Madden Advisory Services
Florida
$128M +$8.65M +7% 4.03% 52.3% 73 10.96%
CAM
5372
Crown Advisors Management
California
$128M -$11.9M -8% 14.2% 284% 40 17.5%
MAM
5373
Must Asset Management
South Korea
$128M -$12.3M -9% 12.1% 65.2% 40 40%
BI
5374
Blooom Inc
Kansas
$128M +$2.72M +2% 1% 54 27.78%
CG
5375
Cynosure Group
Utah
$128M +$9.79M +8% 7.53% 56.8% 20 10%