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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
BW
5701
Bravera Wealth
North Dakota
$222M +$22.4M +11% 0.52% 513 25.93%
AWM
5702
Aviso Wealth Management
Washington
$222M -$16M -7% 1.81% 151 10.6%
SFG
5703
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 0.29% 140 9.29%
CFGF
5704
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 1.28% 44.1% 48 2.08%
DFG
5705
Delphi Financial Group
Delaware
$222M +$21.4M +11% 1.07% 48.5% 35 31.43%
BOCM
5706
Bontempo Ohly Capital Management
Maryland
$222M -$10.5M -5% 0.52% 41.5% 39 33.33%
FG
5707
Formula Growth
Quebec, Canada
$222M -$38M -15% 6.21% 65.6% 160 36.25%
CWA
5708
Capital Wealth Alliance
Arizona
$221M -$12.8M -5% 2.63% 108% 95 10.53%
SA
5709
Sunesis Advisors
Kansas
$221M +$440K +0.2% 2.3% 60 13.33%
PLC
5710
Pillsbury Lake Capital
California
$221M -$65M -23% 1.66% 41 48.78%
MWM
5711
Meritas Wealth Management
California
$221M +$13.2M +6% 1.73% 63% 60 3.33%
BP
5712
Bandera Partners
New York
$221M -$1.39M -0.6% 9.13% 27.6% 17 23.53%
SAM
5713
Socorro Asset Management
Texas
$221M -$37.1M -14% 2.11% 38.8% 34 11.76%
WMS
5714
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 2.03% 40 2.5%
GU
5715
Georgetown University
District of Columbia
$221M -$30.3M -12% 5.36% 73.1% 14 35.71%
MWM
5716
Mosley Wealth Management
California
$221M +$2.37M +1% 3.26% 466 66.95%
DRP
5717
Decker Retirement Planning
Utah
$221M +$19.6M +10% 14.2% 318 38.05%
WMRU
5718
William Marsh Rice University
Texas
$221M +$17.2M +8% 2.46% 4.44% 2 0%
GWM
5719
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 0.86% 43.6% 30 10%
LFPWM
5720
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 1.54% 46.3% 15 13.33%
GBI
5721
GP Brinson Investments
Illinois
$220M -$11.8M -5% 1.75% 45.5% 15 6.67%
TFG
5722
Team Financial Group
California
$220M -$117K -0.1% 1.1% 42.4% 282 8.51%
LPP
5723
Long Path Partners
Connecticut
$220M -$72.3M -25% 20.3% 9.18% 10 40%
TLCM
5724
Twin Lakes Capital Management
California
$220M -$5.23M -2% 2.45% 83.8% 227 4.85%
RM
5725
Radcliff Management
New York
$220M -$92.3M -30% 29.6% 93.7% 1 0%