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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
SHFP
5701
Second Half Financial Partners
Florida
$222M -$3.14M -1% 1.84% 36.8% 120 35%
EMCIP
5702
Ewing Morris & Co Investment Partners
Ontario, Canada
$222M -$7.17M -3% 2.1% 51.6% 104 29.81%
DG
5703
Diesslin Group
Texas
$222M -$29.6M -12% 0.69% 57 12.28%
BW
5704
Bravera Wealth
North Dakota
$222M +$22.4M +11% 0.52% 513 25.93%
AWM
5705
Aviso Wealth Management
Washington
$222M -$16M -7% 1.81% 151 10.6%
SFG
5706
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 0.29% 140 9.29%
CFGF
5707
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 1.28% 44.1% 48 2.08%
DFG
5708
Delphi Financial Group
Delaware
$222M +$21.4M +11% 1.07% 66.3% 35 31.43%
BOCM
5709
Bontempo Ohly Capital Management
Maryland
$222M -$10.5M -5% 0.52% 41.5% 39 33.33%
FG
5710
Formula Growth
Quebec, Canada
$222M -$38M -15% 6.21% 65.6% 160 36.25%
CWA
5711
Capital Wealth Alliance
Arizona
$221M -$12.8M -5% 2.63% 108% 95 10.53%
SA
5712
Sunesis Advisors
Kansas
$221M +$440K +0.2% 2.3% 60 13.33%
PLC
5713
Pillsbury Lake Capital
California
$221M -$65M -23% 1.66% 41 48.78%
MWM
5714
Meritas Wealth Management
California
$221M +$13.2M +6% 1.73% 63% 60 3.33%
BP
5715
Bandera Partners
New York
$221M -$1.39M -0.6% 9.13% 55.4% 17 23.53%
SAM
5716
Socorro Asset Management
Texas
$221M -$37.1M -14% 2.11% 38.8% 34 11.76%
WMS
5717
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 2.03% 40 2.5%
GU
5718
Georgetown University
District of Columbia
$221M -$30.3M -12% 5.36% 73.1% 14 35.71%
MWM
5719
Mosley Wealth Management
California
$221M +$2.37M +1% 3.26% 466 66.95%
DRP
5720
Decker Retirement Planning
Utah
$221M +$19.6M +10% 14.2% 318 38.05%
WMRU
5721
William Marsh Rice University
Texas
$221M +$17.2M +8% 2.46% 4.44% 2 0%
GWM
5722
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 0.86% 43.6% 30 10%
LFPWM
5723
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 1.54% 46.3% 15 13.33%
GBI
5724
GP Brinson Investments
Illinois
$220M -$11.8M -5% 1.75% 45.5% 15 6.67%
TFG
5725
Team Financial Group
California
$220M -$117K -0.1% 1.1% 42.4% 282 8.51%