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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
DRD
5826
Dennis R. Delaney
$190M -$3.72M -2% 0.38% 84.3% 47 6.38%
CI
5827
Cordant Inc
Oregon
$190M -$5.5M -3% 3.47% 47% 82 9.76%
SVWG
5828
Shared Vision Wealth Group
United States
$190M +$2.83M +2% 1.29% 78 11.54%
SGH
5829
Sivik Global Healthcare
Connecticut
$190M -$46.3M -20% 9% 53.8% 49 51.02%
SL
5830
SIB LLC
New York
$190M -$14.5M -7% 0.93% 29.2% 19 0%
GFG
5831
Greenbush Financial Group
New York
$190M 1.81% 33
FFL
5832
Financial Freedom LLC
Ohio
$190M +$767K +0.4% 0.52% 72% 363 2.75%
BBW
5833
Blue Barn Wealth
Utah
$190M -$5.14M -3% 0.51% 46.4% 167 18.56%
LJCM
5834
Lee Johnson Capital Management
Texas
$190M -$4.96M -3% 5.89% 118% 36 27.78%
MFP
5835
Meridian Financial Partners
Virginia
$189M -$8.36M -4% 1.36% 73.1% 108 14.81%
PGF
5836
Plan Group Financial
Oklahoma
$189M -$51.2K -0% 1.13% 56.3% 118 5.93%
IAM
5837
Infinitum Asset Management
Florida
$189M 22% 18
TVWM
5838
Tower View Wealth Management
Wisconsin
$189M +$6.53M +4% 2.21% 132% 216 19.44%
LAI
5839
Legal Advantage Investments
California
$189M +$7.24M +4% 6.86% 105% 108 12.96%
SOAG
5840
Silver Oak Advisory Group
Oregon
$189M -$5.91M -3% 2.58% 27% 70 10%
GCA
5841
GSI Capital Advisors
California
$189M -$10.7M -5% 5.61% 39.7% 34 20.59%
DWM
5842
Dogwood Wealth Management
Kansas
$189M +$15.2M +9% 0.28% 294 34.69%
DFG
5843
Delphi Financial Group
Delaware
$189M +$11.9M +7% 5.69% 66.3% 28 39.29%
PWM
5844
Pacific Wealth Management
California
$189M -$26.1M -12% 0.25% 68.9% 21 14.29%
MAG
5845
MRA Advisory Group
New Jersey
$189M +$5.82M +3% 3.02% 84.5% 140 27.14%
LD
5846
Lipe & Dalton
New York
$189M -$9.41M -5% 1.32% 89.6% 104 11.54%
FWA
5847
FOCUS Wealth Advisors
Texas
$189M -$12M -6% 1.33% 63.8% 65 20%
FAM
5848
Forte Asset Management
New York
$188M +$854K +0.5% 1.04% 48.8% 65 10.77%
PAM
5849
Peninsula Asset Management
Florida
$188M -$10.1M -5% 2.1% 44.1% 44 2.27%
WPEP
5850
Walnut Private Equity Partners
Nebraska
$188M +$20.1M +12% 8.77% 60.6% 16 31.25%