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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
WWM
5676
Walser Wealth Management
Florida
$223M +$33M +17% 4.99% 210 41.9%
CAM
5677
Cobblestone Asset Management
Virginia
$222M -$391K -0.2% 2.4% 50.6% 83 27.71%
FAG
5678
Fortitude Advisory Group
Washington
$222M -$13.6M -6% 0.06% 131% 240 15.42%
NI
5679
Navi International
Brazil
$222M +$17.4M +8% 3.28% 21 42.86%
FWP
5680
Flatrock Wealth Partners
California
$222M +$13.9M +7% 1.91% 188 22.87%
GPFA
5681
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 2.66% 394 22.08%
BAM
5682
Beaumont Asset Management
Texas
$222M +$22.1M +11% 3.13% 64.3% 76 6.58%
DC
5683
Darrow Company
Massachusetts
$222M -$357K -0.2% 2.38% 30.6% 59 5.08%
SHFP
5684
Second Half Financial Partners
Florida
$222M -$3.14M -1% 1.84% 36.8% 120 35%
EMCIP
5685
Ewing Morris & Co Investment Partners
Ontario, Canada
$222M -$7.17M -3% 2.1% 51.6% 104 29.81%
DG
5686
Diesslin Group
Texas
$222M -$29.6M -12% 0.69% 57 12.28%
BW
5687
Bravera Wealth
North Dakota
$222M +$22.4M +11% 0.52% 513 25.93%
AWM
5688
Aviso Wealth Management
Washington
$222M -$16M -7% 1.81% 151 10.6%
SFG
5689
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 0.29% 140 9.29%
CFGF
5690
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 1.28% 36.3% 48 2.08%
DFG
5691
Delphi Financial Group
Delaware
$222M +$21.4M +11% 1.07% 48.5% 35 31.43%
BOCM
5692
Bontempo Ohly Capital Management
Maryland
$222M -$10.5M -5% 0.52% 41.5% 39 33.33%
FG
5693
Formula Growth
Quebec, Canada
$222M -$38M -15% 6.21% 65.6% 160 36.25%
CWA
5694
Capital Wealth Alliance
Arizona
$221M -$12.8M -5% 2.63% 119% 95 10.53%
SA
5695
Sunesis Advisors
Kansas
$221M +$440K +0.2% 2.3% 60 13.33%
PLC
5696
Pillsbury Lake Capital
California
$221M -$65M -23% 1.66% 41 48.78%
MWM
5697
Meritas Wealth Management
California
$221M +$13.2M +6% 1.73% 63% 60 3.33%
BP
5698
Bandera Partners
New York
$221M -$1.39M -0.6% 9.13% 27.6% 17 23.53%
SAM
5699
Socorro Asset Management
Texas
$221M -$37.1M -14% 2.11% 38.8% 34 11.76%
WMS
5700
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 2.03% 40 2.5%