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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
MPW
5801
Melone Private Wealth
Michigan
$195M +$4.32M +2% 2.74% 30.3% 50 4%
IPGDR
5802
Investidor Profissional Gestao de Recursos
Brazil
$195M +$39.1M +25% 15.6% 48.1% 33 33.33%
CSIA
5803
Carl Stuart Investment Advisor
Texas
$195M +$18.3M +10% 9.67% 78.6% 18 11.11%
PFA
5804
Peak Financial Advisors
Colorado
$195M -$1.16M -0.6% 4.91% 40.1% 115 61.74%
RYIA
5805
Roehl & Yi Investment Advisors
Oregon
$195M +$11M +6% 5.52% 164 11.59%
GAM
5806
GEM Asset Management
Michigan
$195M +$16.7M +9% 8.04% 54.7% 105 13.33%
BCM
5807
Birch Capital Management
Texas
$195M +$2.95M +2% 4.5% 48.4% 83 4.82%
AFC
5808
AFT Forsyth & Company
Florida
$195M +$9.57M +5% 19.7% 122% 129 14.73%
BI
5809
BFI Infinity
Switzerland
$195M +$103M +111% 15.1% 67 35.82%
AFA
5810
Alta Fundamental Advisers
New York
$195M +$39.5M +25% 15.6% 268% 25 32%
CF
5811
CNA Financial
Illinois
$195M +$38.3M +24% 4.77% 50.5% 19 52.63%
SC
5812
Solstein Capital
California
$195M +$23M +13% 10.1% 83.6% 495 34.75%
SWIA
5813
Solano Wealth Investment Advisors
California
$195M +$33.2M +21% 7.56% 37 13.51%
OPWM
5814
Oxinas Partners Wealth Management
Indiana
$195M +$25.5M +15% 13.8% 91.4% 131 12.98%
DRD
5815
Dennis R. Delaney
$195M +$10.7M +6% 7.33% 57% 51 11.76%
SIAG
5816
Signet Investment Advisory Group
Rhode Island
$195M -$3.64M -2% 5.47% 59.9% 70 5.71%
NSB
5817
Norway Savings Bank
Maine
$195M +$18.8M +11% 13% 101% 108 8.33%
PCMK
5818
Paragon Capital Management (Kansas)
Kansas
$195M +$19.9M +11% 7.59% 75.8% 59 16.95%
GWM
5819
GoalFusion Wealth Management
Texas
$195M +$11.9M +6% 5.61% 43.6% 30 26.67%
RHI
5820
Richmond Hill Investments
New York
$195M -$5.5M -3% 2.38% 55.2% 3 0%
FHWM
5821
Fox Hill Wealth Management
Massachusetts
$195M +$25.2M +15% 23.7% 140 22.86%
FAFN
5822
First Affirmative Financial Network
Colorado
$195M +$31.3M +19% 11% 300 17.33%
TCG
5823
Transcendent Capital Group
Oklahoma
$195M +$16.7M +9% 11% 109 28.44%
CWL
5824
Causey Wealth LLC
Colorado
$195M +$15.7M +9% 5.95% 66 6.06%
GWM
5825
Grand Wealth Management
Michigan
$195M +$12.5M +7% 8.64% 44.3% 74 10.81%