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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
WA
5851
WESPAC Advisors
California
$144M +$10.3M +8% 8.76% 84.5% 172 28.49%
LA
5852
Lakeside Advisors
Washington
$144M +$13.8M +11% 13% 64.4% 63 3.17%
AWMNH
5853
Arcadia Wealth Management (New Hampshire)
New Hampshire
$144M +$15.8M +12% 8.84% 50.2% 58 20.69%
CCCPV
5854
Castle Creek Capital Partners VI
California
$144M 18.8% 5
FGG
5855
Financial Guidance Group
Florida
$144M +$11.1M +8% 9.21% 52% 56 12.5%
KHC
5856
Koesten Hirschmann & Crabtree
Kansas
$144M +$16.3M +13% 10.7% 62.6% 209 26.79%
PCM
5857
Pointe Capital Management
Michigan
$144M +$8.56M +6% 8.28% 57.6% 160 13.75%
PWM
5858
Power Wealth Management
Georgia
$144M 9.2% 94
SCP
5859
Stevens Capital Partners
Nebraska
$144M +$19.2M +15% 12.1% 57.8% 51 9.8%
VFG
5860
V2 Financial group
Illinois
$144M +$10.4M +8% 13.1% 47.5% 66 12.12%
PFWA
5861
Paces Ferry Wealth Advisors
Georgia
$144M +$17.6M +14% 10.7% 69.3% 116 17.24%
CGC
5862
Continental Grain Company
New York
$144M -$11M -7% 16.5% 5.22% 4 25%
BC
5863
Bowman & Company
Wisconsin
$144M +$18M +14% 10.1% 59.7% 91 12.09%
PPWM
5864
Paragon Private Wealth Management
Kentucky
$144M +$22.5M +19% 12.1% 93.9% 143 17.48%
PWA
5865
Phoenix Wealth Advisors
North Carolina
$144M -$26.6M -16% 9.42% 55% 115 10.43%
LFA
5866
Lauterbach Financial Advisors
Texas
$144M +$16.2M +13% 10.8% 71.2% 68 13.24%
VIP
5867
Viewpoint Investment Partners
Alberta, Canada
$143M +$24.4M +20% 7.79% 31.9% 12 33.33%
GWAM
5868
Guardian Wealth Advisors (Minnesota)
Minnesota
$143M +$12.9M +10% 9.53% 45.6% 75 5.33%
TCFP
5869
Treasure Coast Financial Planning
Florida
$143M -$652K -0.5% 6.13% 26.9% 32 9.38%
DCM
5870
Delta Capital Management
New Jersey
$143M +$9.82M +7% 9.01% 125% 77 1.3%
DC
5871
Destiny Capital
Colorado
$143M 9.84% 49
FFA
5872
Fortune Financial Advisors
Kansas
$143M +$12.5M +10% 9.97% 76.8% 129 10.08%
LC
5873
Littlejohn & Co
Connecticut
$143M +$25.4M +22% 36.1% 43.7% 46 26.09%
VCM
5874
Viewpoint Capital Management
Washington
$143M +$17.9M +14% 13.8% 105% 131 4.58%
RA
5875
Rise Advisors
New York
$143M +$16.9M +13% 9.46% 58.9% 677 12.7%