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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
PPG
5926
Peak Planning Group
Colorado
$114M +$5.61M +5% 7.11% 105% 83 10.84%
WSL
5927
Western Standard LLC
California
$114M +$26.2M +30% 48.4% 83.7% 36 52.78%
DWM
5928
Dopkins Wealth Management
New York
$114M +$24.4M +27% 10.5% 64.4% 48 29.17%
AF
5929
Aegis Financial
Virginia
$114M 33.6% 266% 28
AWM
5930
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 7.04% 68.8% 35 25.71%
WCBA
5931
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 15% 52.2% 65 7.69%
SG
5932
Somerset Group
Minnesota
$113M +$3.95M +4% 4.34% 84.6% 70 12.86%
CSC
5933
Caldwell Sutter Capital
California
$113M 7.8% 79.5% 315
SAM
5934
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 8.12% 35 20%
SW
5935
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 6.11% 74.5% 102 69.61%
SIRP
5936
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 10% 60.5% 8 0%
VCIM
5937
Velan Capital Investment Management
Georgia
$113M +$12.4M +12% 15.8% 2,395% 35 51.43%
ASFA
5938
All Season Financial Advisors
Colorado
$113M +$21M +23% 7.94% 33.8% 143 54.55%
DTC
5939
Davidson Trust Company
Washington
$113M +$9.06M +9% 10.5% 64.6% 110 6.36%
DEM
5940
Disciplined Equity Management
Florida
$113M +$11.7M +12% 12.4% 67.6% 57 19.3%
SCP
5941
Stevens Capital Partners
Nebraska
$113M 7.31% 68.8% 50
BW
5942
Basepoint Wealth
Iowa
$113M +$19.3M +21% 14.7% 113% 91 7.69%
PWIA
5943
Porter White Investment Advisors
Alabama
$113M 10.7% 55.8% 20
CF
5944
Convergence Financial
Missouri
$113M +$21.7M +24% 5.93% 62.3% 30 36.67%
PWMG
5945
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 7.24% 55.7% 111 10.81%
IVMX
5946
Institutional Venture Management XIII
California
$113M -$25M -18% 15.2% 4 0%
KC
5947
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 9.25% 235 4.26%
BA
5948
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 6.53% 93.4% 85 22.35%
GWAM
5949
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 7.42% 57.3% 66 13.64%
MC
5950
Matisse Capital
Oregon
$113M +$33.7M +43% 4.7% 66.9% 136 41.91%