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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
DPCM
5626
Doma Perpetual Capital Management
Florida
$201M +$3M +2% 2.69% 8 0%
AFM
5627
Abbot Financial Management
Massachusetts
$201M +$2.15M +1% 3.1% 102% 129 5.43%
CWA
5628
Clarus Wealth Advisors
Arizona
$201M +$4.53M +2% 1.25% 143 23.08%
PFG
5629
Prosperity Financial Group
California
$201M +$22.2M +12% 6.09% 108% 192 27.6%
IIM
5630
Ironwood Investment Management
Massachusetts
$201M -$4.43M -2% 0.54% 164% 181 10.5%
NEPPG
5631
New England Professional Planning Group
Rhode Island
$201M -$1.28M -0.6% 0.74% 59% 53 13.21%
BFAG
5632
Blackston Financial Advisory Group
Florida
$201M +$7.35M +4% 1.95% 69.1% 145 15.17%
SGA
5633
Siguler Guff Advisers
New York
$201M -$68.2M -25% 15% 37.7% 5 20%
VCM
5634
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 2.51% 53.1% 14 0%
BSAM
5635
Blue Square Asset Management
New York
$201M +$14.5M +8% 6.34% 104% 78 16.67%
HFO
5636
Heritage Family Offices
Arizona
$200M +$6.7M +3% 1.76% 195 13.33%
SG
5637
Stephens Group
Arkansas
$200M +$12.1M +6% 8.77% 33.8% 3 0%
PAG
5638
Powers Advisory Group
Illinois
$200M -$731K -0.4% 1.53% 44.1% 104 6.73%
MLA
5639
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 1.46% 40% 308 10.71%
PWS
5640
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 3.11% 41 0%
NIWA
5641
New Insight Wealth Advisors
California
$200M +$9.63M +5% 3.8% 97 13.4%
KC
5642
Kinloch Capital
Virginia
$200M -$6.74M -3% 3% 63.4% 83 7.23%
JWM
5643
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 3.81% 99.2% 101 19.8%
MI
5644
Moneywise Inc
Virginia
$199M -$3.84M -2% 0.95% 58% 60 15%
LWM
5645
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 0.19% 81.1% 159 12.58%
MA
5646
MBA Advisors
Pennsylvania
$199M -$9.03M -4% 1.25% 58.3% 139 13.67%
RFA
5647
Register Financial Advisors
Georgia
$199M +$4.23M +2% 3.68% 126% 310 8.71%
HAFS
5648
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 2.23% 58.5% 30 10%
FCM
5649
Fogel Capital Management
Florida
$199M +$5.17M +3% 4.66% 43 13.95%
A
5650
Argentarii
Ohio
$199M 5.68% 160