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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
ORP
5726
Orion Resource Partners
New York
$219M +$15.5M +8% 16.4% 27 48.15%
OPWM
5727
Oxinas Partners Wealth Management
Indiana
$219M +$11M +5% 3.56% 91.4% 150 15.33%
UAM
5728
Unison Asset Management
Florida
$219M -$4.5M -2% 10.6% 84% 33 9.09%
FCM
5729
Fogel Capital Management
Florida
$219M +$1.73M +0.8% 1.48% 55 14.55%
WA
5730
Win Advisors
Florida
$219M -$16.9M -7% 8.25% 114% 128 81.25%
DCM
5731
Decatur Capital Management
Georgia
$219M -$27.3M -11% 5.12% 132% 37 18.92%
BFS
5732
Burrus Financial Services
Utah
$218M +$42.6M +24% 0.18% 30.2% 16 56.25%
SIAG
5733
Signet Investment Advisory Group
Rhode Island
$218M +$3.11M +1% 2.26% 59.9% 70 1.43%
SS
5734
Sound Stewardship
Kansas
$218M +$9.6M +5% 0.94% 43.2% 65 6.15%
LA
5735
Latitude Advisors
Florida
$218M -$9M -4% 0.7% 60.2% 238 16.39%
PK
5736
Pflug Koory
Nebraska
$218M +$3.92M +2% 3.02% 425 3.06%
BFA
5737
Bright Financial Advisors
Michigan
$218M +$6.5M +3% 0.56% 70 11.43%
PP
5738
PFS Partners
New Jersey
$218M -$417K -0.2% 1.44% 63.2% 605 4.63%
MWM
5739
MOR Wealth Management
Pennsylvania
$218M -$780K -0.4% 1.83% 115 19.13%
RA
5740
Rockingstone Advisors
Massachusetts
$218M -$1.53M -0.7% 0.23% 101% 115 4.35%
CWM
5741
Collaborative Wealth Management
Florida
$218M -$65.9M -23% 0.99% 35.8% 250 39.6%
FAM
5742
Fairtree Asset Management
South Africa
$218M +$493K +0.2% 7.54% 116 30.17%
PPW
5743
PACK Private Wealth
Minnesota
$218M -$1.6M -0.7% 1.26% 43.6% 59 5.08%
RGF
5744
Retirement Guys Formula
Ohio
$217M -$1.87M -0.9% 2.16% 57.6% 185 35.68%
EG
5745
Enstar Group
Bermuda
$217M -$41.2M -16% 11.3% 36% 11 18.18%
GF
5746
GGM Financials
Ohio
$217M +$11.5M +6% 4.19% 247 13.36%
MCM
5747
M1 Capital Management
Michigan
$217M -$22.6M -9% 2.06% 116 7.76%
CS
5748
Capital Square
Tennessee
$217M +$20.9M +11% 0.59% 43.3% 259 27.41%
SFC
5749
Sprinkle Financial Consultants
Colorado
$217M +$20M +10% 1% 102 15.69%
MSS
5750
Mitchell Sinkler & Starr
Pennsylvania
$217M -$4.72M -2% 1.2% 72.2% 145 5.52%