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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
KFA
6201
Kapstone Financial Advisors
Ohio
$201M -$11.1M -5% 1.72% 131% 139 16.55%
DRP
6202
Decker Retirement Planning
Utah
$201M +$19.3M +11% 6.49% 272 34.93%
JWM
6203
Johnson Wealth Management
North Dakota
$201M +$19.4M +11% 2.17% 50 6%
SCGM
6204
Starwood Capital Group Management
Florida
$201M +$24.4M +14% 1.6% 16.2% 7 14.29%
AFTS
6205
American Financial & Tax Strategies
New York
$201M +$331K +0.2% 0.83% 97 4.12%
B
6206
Birchbrook
Maine
$201M +$7.21M +4% 2.05% 308 15.58%
LPFG
6207
Landing Point Financial Group
Ohio
$201M +$8.72M +5% 2.24% 91 14.29%
FCM
6208
Fire Capital Management
California
$201M +$26.4M +15% 2.14% 119 19.33%
BCM
6209
Birch Capital Management
Texas
$200M +$4.52M +2% 5.67% 48.4% 77 1.3%
SAM
6210
Stenahm Asset Management
Guernsey
$200M +$26.4M +15% 8.74% 24 16.67%
DFG
6211
Delphi Financial Group
Delaware
$200M +$22.5M +13% 1.16% 66.3% 28 17.86%
BCA
6212
Bayshore Capital Advisors
Florida
$200M 17% 34
CCG
6213
Coastwise Capital Group
California
$200M +$58M +41% 3.17% 88.8% 240 51.25%
AAG
6214
Asset Advisory Group
New Jersey
$200M 2.94% 120
PWMG
6215
Pinnacle Wealth Management Group
Michigan
$200M +$5.1M +3% 2.65% 55.7% 137 13.87%
BAM
6216
Beaumont Asset Management
Texas
$200M +$1.37M +0.7% 3.19% 64.3% 74 12.16%
DP
6217
Declaration Partners
New York
$200M 19.7% 1
CCA
6218
Clarity Capital Advisors
Florida
$200M +$16.4M +9% 2.07% 95 8.42%
HWA
6219
HMV Wealth Advisors
Louisiana
$200M +$18.1M +10% 2.82% 81 1.23%
FFG
6220
Foundry Financial Group
New Hampshire
$200M +$9.39M +5% 2.09% 72 18.06%
CCM
6221
Ciovacco Capital Management
Georgia
$200M +$980K +0.5% 2.47% 88.5% 31 16.13%
BW
6222
Bravera Wealth
North Dakota
$200M 2.02% 483
AMIM
6223
Aull & Monroe Investment Management
Alabama
$200M +$3.62M +2% 4.37% 96.6% 127 7.87%
SIA
6224
Spectrum Investment Advisors
Wisconsin
$200M +$14.8M +8% 1.61% 54 50%
EFS
6225
Econ Financial Services
Pennsylvania
$199M -$1.15M -0.6% 1.55% 16.9% 109 61.47%