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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
PFA
6001
Peak Financial Advisors
Colorado
$130M +$16M +14% 7.3% 40.1% 93 43.01%
LFG
6002
Leverty Financial Group
Wisconsin
$130M 6.88% 51.4% 133
BTIM
6003
BancFirst Trust & Investment Management
Oklahoma
$129M 12.8% 44.9% 46
DA
6004
DSC Advisors
Illinois
$129M +$31M +31% 9.3% 3.18% 83 28.92%
PFG
6005
Pinnacle Financial Group
Illinois
$129M 8.18% 54.3% 65
MFS
6006
Monetta Financial Services
Illinois
$129M +$5.84M +5% 13.8% 275% 59 57.63%
CSNH
6007
Crow's Nest Holdings
Virginia
$129M 2.11% 103% 10
CCA
6008
Cottonwood Capital Advisors
Utah
$129M 7.2% 78.3% 108
TCFP
6009
Treasure Coast Financial Planning
Florida
$129M 3.27% 32.6% 32
VIM
6010
VCU Investment Management
Virginia
$129M -$39.1M -23% 1.6% 7 0%
MAG
6011
MRA Advisory Group
New Jersey
$129M +$11.5M +10% 7.19% 84.5% 138 23.91%
WCP
6012
Wick Capital Partners
Pennsylvania
$129M 7.69% 60% 59
GRP
6013
Global Retirement Partners
California
$129M -$882M -87% 8.27% 2,050 88.1%
LCM
6014
LCM Capital Management
Illinois
$129M +$10.9M +9% 9.35% 108% 100 16%
CAM
6015
Caprin Asset Management
Virginia
$129M -$943K -0.7% 0.19% 7.87% 17 0%
OTL
6016
Oak Thistle LLC
New York
$129M 3.14% 59% 290
RWM
6017
Refined Wealth Management
Utah
$129M +$5.49M +4% 3.69% 76.8% 23 8.7%
BWA
6018
Blodgett Wealth Advisors
California
$129M 11.9% 124% 85
VFG
6019
V2 Financial group
Illinois
$129M +$12.9M +11% 5.98% 63.3% 74 21.62%
CWA
6020
Consilio Wealth Advisors
Washington
$129M 5.71% 66.4% 40
VCIM
6021
Velan Capital Investment Management
Georgia
$129M 4.38% 2,395% 27
FU
6022
Fairfield University
Connecticut
$129M 7.08% 61.9% 4
PIP
6023
PB Investment Partners
California
$129M 1.95% 81.1% 9
FFM
6024
Forager Funds Management
Australia
$129M 0.55% 25
HAM
6025
Hedges Asset Management
Nevada
$129M 0.73% 120