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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
PFA
5801
Pinnacle Family Advisors
Missouri
$213M -$14.4M -6% 0.4% 77.3% 161 28.57%
CPSC
5802
Carl P. Sherr & Co
Massachusetts
$213M -$11.2M -5% 2.14% 61.4% 128 3.91%
VPWA
5803
Vestia Personal Wealth Advisors
Indiana
$213M +$16M +8% 1.48% 103 8.74%
C
5804
Croban
Ohio
$213M +$5.09M +2% 2.31% 84 15.48%
CHA
5805
Cooper/Haims Advisors
New York
$212M -$7.54M -3% 1.41% 41.9% 112 18.75%
GWM
5806
Grand Wealth Management
Michigan
$212M -$8.03M -4% 0.39% 44.3% 98 25.51%
AFC
5807
AFT Forsyth & Company
Florida
$212M -$19.3M -8% 5.17% 122% 130 6.92%
VF
5808
Vestment Financial
Minnesota
$212M +$19.5M +10% 1.12% 47 17.02%
CH
5809
CVS Health
Rhode Island
$212M +$76.9M +57% 1.35% 52.3% 35 80%
SM
5810
Salzhauer Michael
$212M -$32.1M -13% 3.55% 107% 99 29.29%
SCM
5811
Spreng Capital Management
Ohio
$212M -$42.7M -17% 2.47% 72.5% 77 16.88%
SFB
5812
STAR Financial Bank
Indiana
$212M +$16.2M +8% 0.5% 48.4% 119 22.69%
FCFC
5813
First Citizens Financial Corp
Iowa
$212M +$9.39M +5% 0.81% 68.1% 136 7.35%
AIA
5814
Arcadia Investment Advisors
Idaho
$212M -$3.14M -1% 1.35% 51.4% 83 3.61%
ACL
5815
Applied Capital LLC
Florida
$212M +$43M +25% 2.17% 71% 95 7.37%
KG
5816
Kieckhefer Group
Wisconsin
$212M +$1.52M +0.7% 0.24% 61 16.39%
HWM
5817
HRC Wealth Management
Idaho
$212M +$2.87M +1% 4.14% 60 8.33%
CWWM
5818
Curry Webb Wealth Management
Indiana
$212M +$10.1M +5% 1.42% 68 8.82%
AWP
5819
Avid Wealth Partners
Texas
$212M +$6.87M +3% 0.8% 74 14.86%
PC
5820
Powers Capital
California
$212M -$10.5M -5% 4.74% 2 0%
SGWM
5821
Sterling Group Wealth Management
California
$211M +$4.82M +2% 2.98% 54.6% 59 15.25%
KIG
5822
Kessler Investment Group
Indiana
$211M -$26.1M -11% 1.07% 218% 101 36.63%
IWP
5823
Innova Wealth Partners
Pennsylvania
$211M +$13M +7% 2.23% 68% 180 23.89%
PFSC
5824
Peoples Financial Services Corp
Pennsylvania
$211M -$3.26M -2% 1.46% 93% 278 6.83%
AIFS
5825
A&I Financial Services
Colorado
$211M +$556K +0.3% 2.39% 85 18.82%