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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
SW
5676
Signify Wealth
Missouri
$114M +$20.2M +21% 1.43% 36.7% 35 42.86%
PIP
5677
PB Investment Partners
California
$114M +$12.5M +12% 14% 73.3% 11 9.09%
SM
5678
Sabby Management
Florida
$114M +$34.8M +44% 26.1% 95.9% 142 40.85%
AWMNH
5679
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M 7.2% 50.2% 59
CG
5680
Clarus Group
Texas
$114M +$4.23M +4% 8.85% 65.5% 100 15%
IWP
5681
Innova Wealth Partners
Pennsylvania
$114M +$4.22M +4% 6.84% 68% 68 41.18%
HBW
5682
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 10.2% 69.2% 657 7.15%
PPG
5683
Peak Planning Group
Colorado
$114M +$5.61M +5% 7.11% 82.4% 83 10.84%
WSL
5684
Western Standard LLC
California
$114M +$26.2M +30% 48.4% 68.9% 36 52.78%
DWM
5685
Dopkins Wealth Management
New York
$114M +$24.4M +27% 10.5% 64.4% 48 29.17%
AF
5686
Aegis Financial
Virginia
$114M 33.6% 257% 28
AWM
5687
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 7.04% 68.8% 35 25.71%
WCBA
5688
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 15% 40.1% 65 7.69%
SG
5689
Somerset Group
Minnesota
$113M +$3.95M +4% 4.34% 68.2% 70 12.86%
SAM
5690
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 8.12% 35 20%
SW
5691
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 6.11% 58.9% 102 69.61%
SIRP
5692
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 10% 51.1% 8 0%
VCIM
5693
Velan Capital Investment Management
Georgia
$113M +$12.4M +12% 15.8% 2,525% 35 51.43%
ASFA
5694
All Season Financial Advisors
Colorado
$113M +$21M +23% 7.94% 33.8% 143 54.55%
DTC
5695
Davidson Trust Company
Washington
$113M +$9.06M +9% 10.5% 54.5% 110 6.36%
DEM
5696
Disciplined Equity Management
Florida
$113M +$11.7M +12% 12.4% 56.1% 57 19.3%
BW
5697
Basepoint Wealth
Iowa
$113M +$19.3M +21% 14.7% 109% 91 7.69%
PWIA
5698
Porter White Investment Advisors
Alabama
$113M 10.7% 55.8% 20
CF
5699
Convergence Financial
Missouri
$113M +$21.7M +24% 5.93% 46.2% 30 36.67%
PWMG
5700
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 7.24% 55.7% 111 10.81%