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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
PPW
5801
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 5.04% 52.8% 37 8.11%
FCM
5802
Fairbanks Capital Management
California
$126M +$13.3M +12% 9.8% 81.3% 54 5.56%
RFS
5803
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 4.94% 50% 279 89.61%
GBI
5804
GP Brinson Investments
Illinois
$126M -$2.15M -2% 6.71% 45.5% 16 6.25%
RH
5805
RFG Holdings
Texas
$126M +$29.8M +31% 3.79% 72.3% 18 33.33%
SPWM
5806
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 17.7% 70.6% 86 32.56%
TCM
5807
Tao Capital Management
California
$126M -$7.25M -5% 16.5% 314% 16 6.25%
VIP
5808
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 5.02% 31.9% 7 0%
SIM
5809
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 1.21% 44.1% 62 4.84%
FNBOSM
5810
First National Bank of South Miami
Florida
$126M -$8.12M -6% 4.66% 35.2% 277 5.78%
MG
5811
Meditor Group
Bermuda
$126M -$22.4M -15% 13% 41.1% 4 0%
WFA
5812
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 4.35% 54% 66 4.55%
BWS
5813
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 4.15% 42.2% 18 5.56%
XI
5814
XXEC Inc
Oklahoma
$125M +$518K +0.4% 8.58% 19.3% 29 31.03%
SRF
5815
Silver Rock Financial
California
$125M -$191M -60% 2.99% 2.58% 186 44.62%
PCMM
5816
Piedmont Capital Management (Montana)
Montana
$125M +$5.57M +5% 3.58% 94% 48 14.58%
CHA
5817
Cooper/Haims Advisors
New York
$125M -$16M -11% 7% 53.1% 75 8%
PAWA
5818
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 11.3% 108% 44 9.09%
AWMT
5819
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 11.9% 58.8% 55 9.09%
CCP
5820
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 0.99% 55% 75 4%
D
5821
Dentgroup
Louisiana
$125M +$8.65M +7% 5.53% 53.6% 111 12.61%
APC
5822
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 2.48% 44.5% 39 7.69%
PSC
5823
Patient Square Capital
California
$124M -$112M -47% 38.4% 329% 2 0%
HWA
5824
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 4.52% 58.3% 40 10%
LFA
5825
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 3.39% 31% 36 30.56%