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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
5401
Tactive Advisors
Florida
$188M +$32.6M +21% 12.3% 148 54.73%
PWM
5402
Proathlete Wealth Management
Florida
$188M +$19M +11% 8.52% 57 8.77%
CWMU
5403
Caliber Wealth Management (Utah)
Utah
$188M +$17.8M +10% 7.23% 36.5% 61 11.48%
GFA
5404
Grunden Financial Advisory
Texas
$188M +$10.1M +6% 5.49% 26 11.54%
MFG
5405
Monumental Financial Group
Maryland
$188M +$20.3M +12% 6.49% 18.2% 44 15.91%
BA
5406
Baugh & Associates
Georgia
$188M +$13.9M +8% 7.34% 83.8% 40 7.5%
EA
5407
Eudaimonia Advisors
Tennessee
$188M +$33.2M +21% 9.34% 167 17.37%
EC
5408
Eaton-Cambridge
Arizona
$188M +$22.5M +14% 5.31% 33 12.12%
TCMP
5409
Thrive Capital Management (Pennsylvania)
Pennsylvania
$188M +$734K +0.4% 8.66% 58.2% 216 72.22%
RA
5410
Rise Advisors
New York
$188M +$44.7M +31% 8.03% 58.9% 1,289 54%
RFA
5411
Resurgent Financial Advisors
Georgia
$188M +$24.8M +15% 9.87% 86.4% 504 62.7%
PFA
5412
Pinnacle Family Advisors
Missouri
$188M +$17.5M +10% 10.6% 85.8% 115 32.17%
CFGF
5413
Compass Financial Group (Florida)
Florida
$188M +$9.87M +6% 5.56% 44.1% 36 2.78%
SFA
5414
Seneca Financial Advisors
New York
$188M +$15.2M +9% 6.02% 47.3% 60 10%
RA
5415
Ransom Advisory
Rhode Island
$187M 10.5% 341
KIG
5416
Kennedy Investment Group
New Jersey
$187M +$8.44M +5% 8.14% 84.8% 126 7.94%
CCA
5417
Cora Capital Advisors
New Jersey
$187M +$17.5M +10% 9.03% 70.5% 99 8.08%
BCM
5418
Bond Capital Management
California
$187M +$30.6M +20% 26.7% 47.5% 5 0%
LA
5419
Lindenwold Advisors
Pennsylvania
$187M +$11M +6% 6.95% 75% 128 19.53%
PDN
5420
Pensionfund DSM Netherlands
Netherlands
$187M +$21M +13% 1.08% 36.6% 72 4.17%
BP
5421
BCK Partners
New York
$187M +$10.7M +6% 5.41% 44.6% 29 3.45%
FWA
5422
FOCUS Wealth Advisors
Texas
$187M +$28.7M +18% 5.66% 63.8% 60 10%
JPLA
5423
Joseph P. Lucia & Associates
New York
$187M +$26M +16% 9.91% 74.3% 127 11.81%
FWM
5424
Foguth Wealth Management
Michigan
$187M 6.59% 128
PAM
5425
Peninsula Asset Management
Florida
$187M +$15M +9% 8.05% 44.1% 42 2.38%