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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
DWM
5826
Dogwood Wealth Management
Kansas
$227M +$7.21M +3% 1.87% 833 21.25%
WA
5827
Wealthstar Advisors
Texas
$227M -$26.4M -10% 2.35% 150 24.67%
QFW
5828
QTR Family Wealth
Florida
$227M +$16.3M +8% 5.24% 316 31.65%
VC
5829
Vision Capital
Ontario, Canada
$227M -$115M -34% 1.35% 19.8% 16 56.25%
BMC
5830
Beaton Management Company
Massachusetts
$227M +$7.06M +3% 4.21% 95.9% 151 7.28%
BCM
5831
Birmingham Capital Management
Alabama
$227M +$9.26M +4% 7.49% 103% 92 3.26%
I2I
5832
Insight 2811 Inc
Illinois
$227M +$2.36M +1% 1.13% 30.8% 104 13.46%
KFS
5833
Kaizen Financial Strategies
California
$227M +$5.45M +2% 3.54% 116% 168 11.9%
CFGF
5834
Compass Financial Group (Florida)
Florida
$227M +$3.73M +2% 1.74% 44.1% 48 4.17%
KG
5835
Kilter Group
New York
$227M +$14.5M +7% 2.11% 1,499 26.42%
CIS
5836
Custom Index Systems
New York
$226M -$110M -33% 2.63% 296 31.08%
MFG
5837
Midwest Financial Group
Kansas
$226M +$16.6M +8% 5.83% 94% 129 10.85%
APSI
5838
Asset Planning Services Inc
Louisiana
$226M -$11M -5% 2% 117% 36 5.56%
CB
5839
Chris Bulman
California
$226M +$26.4M +13% 2.48% 166 24.7%
DIM
5840
DC Investments Management
Virginia
$226M -$15M -6% 1.62% 56.3% 95 49.47%
BA
5841
Bluesphere Advisors
Pennsylvania
$226M +$7.97M +4% 3.24% 93.4% 101 8.91%
HDA
5842
Harold Davidson & Associates
California
$226M +$5.94M +3% 4.29% 67 4.48%
PM
5843
Plustick Management
Virginia
$226M -$12.5M -5% 14.5% 1,667% 25 36%
CCM
5844
Cobalt Capital Management
New Jersey
$226M +$8.35M +4% 2.29% 235% 37 64.86%
GPA
5845
Garrison Point Advisors
California
$226M -$12.5M -5% 1.76% 81.5% 177 9.6%
MFA
5846
Millington Financial Advisors
Illinois
$226M +$19.5M +9% 1.68% 77.5% 131 30.53%
NC
5847
Nightview Capital
Texas
$226M +$9.18M +4% 5.84% 142% 15 20%
DFS
5848
Dixon Fnancial Services
California
$226M +$5.97M +3% 4.45% 70% 53 22.64%
WAN
5849
Wealth Advisors Northwest
Oregon
$225M +$18.7M +9% 2.19% 63 12.7%
MWM
5850
MOKAN Wealth Management
Kansas
$225M +$26.6M +13% 1.91% 114 22.81%