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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
TA
5351
TRB Advisors
New York
$211M -$390M -65% 8.02% 64% 8 25%
RCA
5352
Ranch Capital Advisors
Florida
$211M -$828K -0.4% 0.12% 92.6% 146 8.22%
CKAIS
5353
Christensen King & Associates Investment Services
Washington
$211M -$2.51M -1% 1.87% 97 5.15%
FC
5354
FACT Capital
New York
$211M -$18.6M -8% 3.08% 227% 22 22.73%
BIA
5355
Bigelow Investment Advisors
Maine
$210M -$2.65M -1% 1.23% 67.1% 152 7.89%
MA
5356
Menlo Advisors
California
$210M +$14.3M +7% 3.17% 81.9% 30 13.33%
CSC
5357
Caldwell Sutter Capital
California
$210M -$4.68M -2% 0.44% 79.5% 926 7.02%
CB
5358
Centennial Bank
Arkansas
$210M -$2.28M -1% 0.73% 69.9% 335 8.66%
FWMP
5359
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$210M +$3.78M +2% 0.37% 92 7.61%
FPW
5360
Flagship Private Wealth
Massachusetts
$210M +$2.37M +1% 2.62% 62.7% 111 18.92%
PAG
5361
Powers Advisory Group
Illinois
$210M +$10.2M +5% 0.11% 44.1% 107 3.74%
DRS
5362
Deane Retirement Strategies
Louisiana
$210M +$11M +6% 3.79% 64.7% 78 17.95%
PBC
5363
Pavion Blue Capital
California
$210M -$3.21M -2% 0.97% 77.6% 105 8.57%
DTC
5364
Davidson Trust Company
Washington
$210M +$15.4M +8% 1.09% 64.6% 168 10.12%
WFS
5365
Weitzel Financial Services
Iowa
$210M -$2.46M -1% 0.06% 42.4% 41 7.32%
LWMI
5366
Landmark Wealth Management (Illinois)
Illinois
$210M +$4.22M +2% 0.11% 49 8.16%
DWS
5367
Discipline Wealth Solutions
South Carolina
$210M -$6.38M -3% 0.99% 79 11.39%
FWP
5368
Firethorn Wealth Partners
Georgia
$210M +$8.2M +4% 1.8% 67.1% 178 13.48%
HAM
5369
Honeycomb Asset Management
New York
$209M -$58.6M -22% 7.92% 49% 41 87.8%
SC
5370
Saiph Capital
New Jersey
$209M -$10.9M -5% 4.41% 52.4% 53 15.09%
AIP
5371
Alexis Investment Partners
Texas
$209M +$4.68M +2% 2.63% 93 56.99%
BCH
5372
Berkshire Capital Holdings
California
$209M -$67.6M -24% 5.1% 2,748% 102 11.76%
GFP
5373
Guardian Financial Partners
California
$209M +$40.7M +24% 1% 50.2% 57 15.79%
KC
5374
Kinloch Capital
Virginia
$209M +$9.46M +5% 4.27% 63.4% 85 17.65%
MWM
5375
MBE Wealth Management
Wisconsin
$209M +$31.5M +18% 1.85% 60.9% 129 27.13%