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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
SPFA
5751
Summit Place Financial Advisors
New Jersey
$169M -$1.58M -0.9% 3.24% 95.2% 94 9.57%
PSF
5752
Pacific Sun Financial
California
$169M -$2.69M -2% 1.02% 70.3% 182 4.95%
LFG
5753
Leverty Financial Group
Wisconsin
$169M +$1.41M +0.8% 1.42% 51.4% 36 16.67%
FCFC
5754
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 1.4% 68.1% 118 7.63%
FPW
5755
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 3.26% 62.7% 95 9.47%
MPW
5756
Melone Private Wealth
Michigan
$169M +$2.19M +1% 0.02% 30.3% 48 0%
CA
5757
Cresta Advisors
Texas
$169M +$11M +7% 4.34% 59.1% 45 8.89%
AWM
5758
Aviso Wealth Management
Washington
$168M +$9.88M +6% 6.46% 157 9.55%
GWM
5759
Grand Wealth Management
Michigan
$168M -$41.2M -20% 0.64% 54.1% 72 20.83%
WAM
5760
Worth Asset Management
Texas
$168M +$5.85M +4% 4.34% 115% 162 48.15%
MFP
5761
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 2.1% 73.1% 83 50.6%
SA
5762
Sunesis Advisors
Kansas
$168M -$2.61M -2% 2.54% 50 10%
AIP
5763
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 3.23% 50% 19 0%
SP
5764
Saranac Partners
$168M +$4.6M +3% 5.57% 69% 84 13.1%
AP
5765
Aspect Partners
Virginia
$168M +$41.3M +33% 1.04% 583 7.55%
PWM
5766
Penobscot Wealth Management
Maine
$168M +$9.71M +6% 1.03% 50.5% 79 12.66%
ACM
5767
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 10.3% 139% 7 0%
ABG
5768
Ally Bridge Group
New York
$168M -$12M -7% 9.5% 826% 32 53.13%
CWM
5769
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 1.73% 24.7% 49 6.12%
ACC
5770
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 2.24% 70 11.43%
NC
5771
nVerses Capital
Florida
$167M +$126M +302% 0.65% 1,254 73.76%
FAG
5772
Fortitude Advisory Group
Washington
$167M -$9.66M -5% 6.95% 131% 226 15.04%
SNBOSD
5773
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 1.99% 58.9% 99 6.06%
CH
5774
Cromwell Holdings
Wyoming
$167M 4.79% 611
CRCM
5775
Crystal Rock Capital Management
Illinois
$167M -$4.62M -3% 2.66% 172% 28 7.14%