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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
HDA
5726
Harold Davidson & Associates
California
$220M +$65.7M +43% 10.6% 68 13.24%
DWM
5727
Dogwood Wealth Management
Kansas
$220M +$15.2M +7% 6.06% 818 23.59%
AIA
5728
Alternative Investment Advisors
Florida
$220M +$18.5M +9% 7.95% 66 31.82%
WA
5729
Westfuller Advisors
New York
$220M +$44.6M +25% 6.69% 761 84.63%
BMC
5730
Beaton Management Company
Massachusetts
$220M +$15.2M +7% 8.76% 95.9% 145 8.97%
GCCM
5731
Green Court Capital Management
Hong Kong
$220M +$68.7M +45% 22.9% 33.4% 4 0%
M
5732
MYeCFO
California
$220M +$15.9M +8% 7.44% 53.3% 64 12.5%
DFS
5733
Dixon Fnancial Services
California
$220M +$21.6M +11% 7.97% 70% 48 16.67%
BIM
5734
Brentview Investment Management
Illinois
$219M +$21.4M +11% 9% 69 8.7%
CIG
5735
Cairn Investment Group
Washington
$219M +$27.9M +15% 5.85% 61.3% 71 5.63%
BAM
5736
Ballast Asset Management
Texas
$219M +$26.8M +14% 14.6% 126% 57 10.53%
LA
5737
Latitude Advisors
Florida
$219M +$20.3M +10% 7.58% 72% 226 14.16%
BP
5738
Baypointe Partners
Connecticut
$219M +$134M +157% 2.05% 31 32.26%
NMG
5739
New Millennium Group
Utah
$219M +$38.2M +21% 15.5% 176% 570 37.72%
CAM
5740
Cobblestone Asset Management
Virginia
$219M +$28.5M +15% 8.01% 50.6% 78 16.67%
RWS
5741
Resolute Wealth Strategies
Mississippi
$219M +$31.9M +17% 12.9% 105% 108 9.26%
SFP
5742
Strategic Financial Partners
Oregon
$218M +$2.92M +1% 6.44% 54.8% 83 12.05%
JWWM
5743
Johnson & White Wealth Management
Pennsylvania
$218M +$19.8M +10% 7.14% 76.5% 113 10.62%
EF
5744
Elite Financial
Idaho
$218M +$15.1M +7% 6.7% 54 3.7%
NEPPG
5745
New England Professional Planning Group
Rhode Island
$218M -$1.28M -0.6% 6.59% 59% 48 8.33%
IWMWV
5746
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 4.34% 35.2% 22 0%
BA
5747
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 10.1% 93.4% 99 13.13%
IAM
5748
Infusive Asset Management
New York
$218M -$6.23M -3% 8.46% 33.8% 38 31.58%
YWS
5749
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 7.81% 55.1% 121 8.26%
CIA
5750
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 7.22% 67.4% 83 1.2%