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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
SNBOSD
5651
Security National Bank of So Dak
Iowa
$144M -$4.92M -3% 1.81% 58.9% 111 14.41%
CWG
5652
Crown Wealth Group
North Carolina
$144M +$35.8M +33% 3.72% 86.2% 125 68.8%
IPW
5653
Intergy Private Wealth
Colorado
$143M +$15.4M +12% 6.53% 67.6% 55 23.64%
CC
5654
Coann Capital
Connecticut
$143M -$39.8M -22% 3.58% 27 66.67%
PS
5655
Planned Solutions
California
$143M -$6.16M -4% 1.78% 60.8% 82 18.29%
CTFG
5656
Capstone Triton Financial Group
Oklahoma
$143M +$93.7M +189% 4.4% 124 47.58%
PFA
5657
Plotkin Financial Advisors
Maryland
$143M -$15.1M -10% 8.32% 95.3% 94 22.34%
BI
5658
Berkeley Inc
Idaho
$143M -$7.11M -5% 4.57% 40.9% 96 8.33%
BCM
5659
Brightline Capital Management
Florida
$143M -$19.8M -12% 41% 810% 14 42.86%
WWMSC
5660
Wagner Wealth Management (South Carolina)
South Carolina
$143M +$12.3M +9% 3.27% 36.9% 710 71.83%
BSI
5661
Bregal Sagemount I
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0%
BI
5662
Bregal Investments
New York
$143M -$27M -16% 15.9% 1 0%
BNAGPJ
5663
Bregal North America General Partner Jersey
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0%
PC
5664
Prairiewood Capital
North Dakota
$143M +$16.5M +13% 2.35% 43% 76 25%
GPA
5665
Garrison Point Advisors
California
$143M -$7.8M -5% 3.99% 81.5% 154 3.9%
SWM
5666
Soundmark Wealth Management
Washington
$143M -$3.5M -2% 4.28% 17.2% 62 9.68%
FAM
5667
Frontier Asset Management
Wyoming
$143M +$6.9M +5% 4.94% 51.8% 39 15.38%
SMP
5668
Santa Monica Partners
Florida
$143M -$14.4M -9% 4.72% 135% 22 4.55%
RWRC
5669
R.W. Roge & Company
New York
$143M +$12.8M +10% 5.13% 68.1% 43 4.65%
ADIM
5670
Alpha DNA Investment Management
Maryland
$142M -$16M -10% 2.32% 134% 171 74.27%
PD
5671
Planning Directions
Pennsylvania
$142M -$7.81M -5% 3.85% 46.3% 79 6.33%
SC
5672
SkyKnight Capital
California
$142M -$67.4M -32% 32.2% 11% 4 25%
DS
5673
Dalal Street
Texas
$142M -$74.3M -34% 16.4% 92.7% 2 0%
PLU
5674
Performa Ltd (US)
South Carolina
$142M -$20.7M -13% 5.35% 55.8% 75 32%
TWM
5675
Trinity Wealth Management
Pennsylvania
$142M -$3.1M -2% 4.46% 53.5% 43 23.26%