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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
DM
6176
Delphi Management
Massachusetts
$97.6M +$1.39M +1% 0.2% 78% 92 23.91%
HA
6177
Hofer & Associates
California
$97.5M -$6.65M -6% 2.88% 54.2% 51 5.88%
SFB
6178
STAR Financial Bank
Indiana
$97.5M -$9.6M -9% 3.77% 48.4% 94 9.57%
GG
6179
Golden Green
South Carolina
$97.4M +$4.83M +5% 0.07% 92.4% 83 13.25%
CIA
6180
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 2% 63.6% 38 26.32%
KOMWMG
6181
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 3.25% 60.2% 64 7.81%
ISSM
6182
Invesco Senior Secured Management
New York
$96.8M -$12.1M -11% 1.71% 18.1% 11 36.36%
WOSD
6183
WFA of San Diego
California
$96.7M -$5.11M -5% 3.9% 418 8.85%
CWMGP
6184
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.6M -$338K -0.3% 3.67% 52.8% 60 15%
FWA
6185
FSC Wealth Advisors
New York
$96.5M -$14.7M -13% 1.92% 53.6% 246 28.86%
ABP
6186
Arthur B. Page
$96.4M -$8.75M -8% 3.69% 40.4% 48 14.58%
PHIC
6187
Pine Haven Investment Counsel
Massachusetts
$96.4M -$3.95M -4% 3.24% 72.1% 103 7.77%
KCM
6188
Knoll Capital Management
Florida
$96.3M +$13.8M +17% 0.37% 269% 39 35.9%
RIG
6189
Ramiah Investment Group
Wisconsin
$96.3M -$6.19M -6% 3.86% 46.3% 67 4.48%
PFP
6190
Paragon Financial Partners
California
$96.3M -$9.55M -9% 3.7% 80.6% 84 2.38%
ULWM
6191
Upper Left Wealth Management
Florida
$96.1M +$6.17M +7% 4.03% 43.1% 60 6.67%
TFP
6192
Tilia Fiduciary Partners
North Carolina
$96M -$15.9M -14% 2.03% 69.4% 533 82.74%
MFG
6193
Mendota Financial Group
Wisconsin
$96M +$7.43M +8% 0.69% 53.8% 325 14.46%
LFA
6194
Laraway Financial Advisors
Minnesota
$96M -$5.14M -5% 2.93% 69.8% 106 0.94%
MMC
6195
Mainsail Management Company
Texas
$95.9M -$30.1M -24% 23.9% 55% 2 0%
JAIC
6196
Josh Arnold Investment Consultant
Minnesota
$95.9M -$6.84M -7% 3.89% 121% 35 42.86%
BCPWM
6197
Bradley & Co Private Wealth Management
Florida
$95.8M -$5.14M -5% 2.91% 190 8.42%
ADBIC
6198
A.D. Beadell Investment Counsel
Wisconsin
$95.8M -$7.68M -7% 4.6% 74.9% 73 12.33%
TCM
6199
TCG Capital Management
California
$95.8M -$39.7M -29% 29.3% 66.6% 1 0%
AEPLI
6200
AH Equity Partners LSV II
California
$95.6M -$790K -0.8% 0.18% 4 0%