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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
P
5701
Pfizer
New York
$236M -$201M -46% 36.3% 21 14.29%
CSA
5702
Cottage Street Advisors
Massachusetts
$236M +$957K +0.4% 3.48% 91.4% 156 16.67%
SI
5703
SimpliFi Inc
California
$236M +$2.67M +1% 1.04% 26.7% 47 14.89%
SPA
5704
Shore Point Advisors
New Jersey
$236M +$10.2M +4% 1.13% 51.4% 77 9.09%
HBT
5705
Heartland Bank & Trust
Illinois
$236M -$5.85M -2% 4.94% 105% 179 18.44%
WF
5706
Wayfinding Financial
Washington
$236M +$3.94M +2% 1.11% 68.3% 166 16.87%
NWA
5707
Navis Wealth Advisors
New York
$236M +$102M +77% 3.71% 107% 187 37.97%
SCM
5708
Squadron Capital Management
Illinois
$236M 123% 33
OFA
5709
Onyx Financial Advisors
Idaho
$236M +$9.88M +4% 1.88% 52.5% 19 10.53%
FAG
5710
Fortitude Advisory Group
Washington
$236M +$49.8M +27% 2.81% 131% 233 13.73%
CSC
5711
Caldwell Sutter Capital
California
$236M +$1.75M +0.7% 3.13% 79.5% 914 8.75%
SAM
5712
Silphium Asset Management
United Kingdom
$236M -$102M -30% 3.86% 128% 60 60%
BWM
5713
Boyd Wealth Management
California
$236M +$3.58M +2% 1.41% 51.1% 50 10%
WAM
5714
Worth Asset Management
Texas
$236M +$13.3M +6% 4.59% 115% 201 36.32%
MPW
5715
Melone Private Wealth
Michigan
$236M +$15M +7% 1.09% 30.3% 60 10%
PWS
5716
Physician Wealth Solutions
Nevada
$236M +$6.72M +3% 1.73% 46 2.17%
CCM
5717
Conway Capital Management
California
$236M -$2.6M -1% 1.9% 139% 52 19.23%
RTL
5718
Red Tortoise LLC
Georgia
$236M +$5.13M +2% 2.51% 43.7% 634 12.15%
PWA
5719
Prairie Wealth Advisors
Nebraska
$236M -$8.09M -3% 0.17% 159 98.11%
M
5720
MYeCFO
California
$236M +$15.8M +7% 4.03% 53.3% 67 13.43%
WA
5721
Win Advisors
Florida
$236M +$30.1M +15% 4.16% 226% 100 68%
IGYL
5722
I.G.Y. Ltd
United Kingdom
$235M -$3.43M -1% 0.06% 81.2% 3 0%
YP
5723
YANKCOM Partnership
South Dakota
$235M +$13.1M +6% 2.96% 393 32.32%
EF
5724
Exeter Financial
Arizona
$235M +$3.61M +2% 1.78% 50.4% 99 9.09%
OWCM
5725
One Wealth Capital Management
Arizona
$235M +$12M +5% 0.91% 142 19.01%