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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
SI
5526
SCP Investment
California
$107M -$884K -0.8% 4.97% 48.7% 39 48.72%
PWM
5527
Peterson Wealth Management
Nevada
$107M +$29.9M +39% 4.97% 68.5% 58 22.41%
WF
5528
Wayfinding Financial
Washington
$107M -$6.7M -6% 5.58% 58.7% 94 27.66%
AIFAIM
5529
American Institute for Advanced Investment Management
Arizona
$107M -$7.09M -6% 3.14% 72.8% 113 12.39%
WFS
5530
Walker Financial Services
Kentucky
$107M +$4.31M +4% 5.28% 18.9% 25 20%
APC
5531
Asset Planning Corporation
Tennessee
$107M -$8.24M -7% 5.62% 44.5% 36 11.11%
BHH
5532
Baker Hughes Holdings
Texas
$107M -$51.2M -32% 31.5% 38.6% 1 0%
LAI
5533
Legal Advantage Investments
California
$107M +$4.14M +4% 4.42% 105% 83 19.28%
NCM
5534
Northland Capital Management
Minnesota
$107M -$2.1M -2% 6.96% 36.1% 30 50%
CWM
5535
Cadence Wealth Management
Massachusetts
$106M +$9.96M +10% 8.52% 63.6% 38 31.58%
LFA
5536
Legend Financial Advisors
Pennsylvania
$106M +$9.65M +10% 3.72% 117% 236 88.14%
PPW
5537
PACK Private Wealth
Minnesota
$106M -$3.25M -3% 5.78% 43.6% 35 0%
CP
5538
Camelot Portfolios
Ohio
$106M -$60.1M -36% 6.28% 41.3% 220 29.09%
PKC
5539
Palmer Knight Company
Florida
$106M +$765K +0.7% 2.38% 58% 29 10.34%
HHRDM
5540
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 6.42% 29.7% 73 4.11%
AFS
5541
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 3.5% 61.9% 92 23.91%
SA
5542
SWM Advisors
Florida
$106M -$3.65M -3% 4.5% 29 31.03%
AWM
5543
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 5.3% 26% 189 13.23%
C
5544
CEDRUS
Colorado
$106M +$3.45M +3% 4.48% 19.8% 139 14.39%
CAM
5545
Costello Asset Management
Pennsylvania
$106M -$9.59M -8% 4.44% 55% 241 10.37%
MCA
5546
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 3.01% 72.9% 53 1.89%
BWIA
5547
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 4.96% 66.3% 41 14.63%
MSDF
5548
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 15.6% 120% 4 0%
ZR
5549
Zeno Research
New York
$106M +$14.4M +16% 9.9% 25.2% 35 71.43%
GWM
5550
GoalFusion Wealth Management
Texas
$106M -$979K -0.9% 5.32% 43.6% 18 0%