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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
PMIA
5626
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 8.95% 31.7% 44 4.55%
DWS
5627
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 5.29% 70 62.86%
PGF
5628
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 6.69% 56.3% 120 22.5%
HAFG
5629
Hansen & Associates Financial Group
California
$189M +$265K +0.1% 4.54% 23 73.91%
AFS
5630
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 6.62% 54.5% 45 42.22%
DSN
5631
D. Scott Neal
Kentucky
$189M +$9.43M +5% 8.88% 105% 67 19.4%
FCFC
5632
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 6.55% 68.1% 121 5.79%
HP
5633
Holowesko Partners
Bahamas
$189M +$1.55M +0.8% 8.39% 51.1% 27 14.81%
FFL
5634
Financial Freedom LLC
Ohio
$189M +$12.9M +7% 4.86% 72% 372 4.3%
SC
5635
Solstein Capital
California
$189M +$35.6M +23% 5.21% 91.4% 323 5.26%
EW
5636
Element Wealth
Mississippi
$189M +$11.1M +6% 6.05% 59.6% 306 12.09%
ICMM
5637
Integrated Capital Management (Michigan)
Michigan
$189M 5.18% 59
SHFP
5638
Second Half Financial Partners
Florida
$189M +$63.8M +51% 7.83% 36.8% 100 67%
SAM
5639
S.A. Mason
Michigan
$189M +$12.8M +7% 6.36% 105% 332 6.33%
QS
5640
Quantitative Strategies
California
$189M +$13.4M +8% 6.23% 21 14.29%
SGWM
5641
Sterling Group Wealth Management
California
$189M +$14.4M +8% 5.85% 67.7% 63 7.94%
ACC
5642
Acorn Creek Capital
Colorado
$189M +$21M +13% 5.78% 76 17.11%
SIAS
5643
Summit Investment Advisory Services
Minnesota
$189M +$103M +122% 7.29% 68.3% 100 89%
CIG
5644
CHB Investment Group
Pennsylvania
$188M 7.53% 73
SWM
5645
SFG Wealth Management
Maryland
$188M +$13M +7% 6.02% 82.1% 96 14.58%
SGM
5646
Scalar Gauge Management
Texas
$188M +$16.5M +10% 2.99% 36 50%
DFS
5647
Dixon Fnancial Services
California
$188M +$9.97M +6% 5.98% 70% 37 2.7%
OL
5648
Owen LaRue
Kentucky
$188M +$26.7M +17% 7.9% 126% 105 30.48%
MPW
5649
Melone Private Wealth
Michigan
$188M +$19.5M +12% 5.77% 30.3% 50 6%
MSFP
5650
Mark Sheptoff Financial Planning
Connecticut
$188M +$9.3M +5% 9.92% 92.4% 462 14.5%