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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
NCG
5626
Newport Capital Group
New Jersey
$135M +$5.42M +4% 4.61% 64 14.06%
IF
5627
Integrity Financial
Wyoming
$135M 6.68% 54.9% 215
SSC
5628
Syverson Strege & Co
Iowa
$135M +$9.42M +8% 5.46% 50.6% 507 43.2%
PWMG
5629
Pinnacle Wealth Management Group
Michigan
$135M +$1.9M +1% 7.56% 55.7% 124 11.29%
AFA
5630
AllGen Financial Advisors
Florida
$135M +$12.4M +10% 6.97% 39.7% 39 20.51%
PP
5631
PFS Partners
New Jersey
$135M 6.31% 63.2% 351
GWM
5632
Gitterman Wealth Management
New Jersey
$135M +$10.3M +8% 5.95% 33% 108 41.67%
WPW
5633
Warther Private Wealth
Ohio
$135M +$22.6M +20% 14% 88.4% 130 16.15%
NSRI
5634
New Silk Road Investment
Singapore
$135M -$18.8M -12% 18.7% 21.2% 13 15.38%
DFAM
5635
Deep Field Asset Management
California
$135M +$3.66M +3% 11.3% 20.1% 18 22.22%
ML
5636
Mayport LLC
Massachusetts
$134M 5.48% 48.5% 62
FH
5637
FWG Holdings
Florida
$134M +$18.7M +16% 10.4% 70.6% 99 18.18%
WMA
5638
West Michigan Advisors
Michigan
$134M 9.59% 69% 125
WAL
5639
W Advisors LLC
Tennessee
$134M 8.65% 61.1% 104
LFA
5640
LifeGuide Financial Advisors
Pennsylvania
$134M 7.71% 31% 24
CCP
5641
Clifford Capital Partners
Utah
$134M +$24.8M +23% 2.28% 54% 43 6.98%
CCP
5642
Carmel Capital Partners
California
$134M 13% 62.1% 123
RF
5643
Resolute Financial
Massachusetts
$134M 6.96% 116
FWP
5644
Firethorn Wealth Partners
Georgia
$134M 6.65% 67.1% 148
BAM
5645
Banta Asset Management
California
$134M +$30M +29% 3.74% 24 20.83%
GIA
5646
Goodwin Investment Advisory
Georgia
$134M +$30.7M +30% 7.56% 57% 192 30.73%
KFS
5647
Kaizen Financial Strategies
California
$134M +$9.47M +8% 9.08% 90.5% 159 20.75%
TNAM
5648
Terra Nova Asset Management
New York
$133M +$8.88M +7% 13.2% 128% 96 11.46%
CWM
5649
Cherrydale Wealth Management
New Jersey
$133M 7.28% 72% 39
BDFN
5650
Bond & Devick Financial Network
Minnesota
$133M +$13M +11% 8.22% 41.2% 115 12.17%