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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
BFG
6251
Baron Financial Group
New Jersey
$185M -$1.1M -0.6% 0.05% 52.1% 57 7.02%
JHC
6252
J. Hagan Capital
Kentucky
$185M +$4.59M +3% 3.13% 88 21.59%
CPP
6253
Capasso Planning Partners
South Carolina
$185M +$2.77M +2% 1.38% 44.1% 81 16.05%
VFG
6254
Valley Financial Group
Pennsylvania
$185M +$7.28M +4% 0.29% 68 16.18%
BP
6255
BCK Partners
New York
$185M +$178K +0.1% 0.48% 44.6% 27 3.7%
PIA
6256
Panoramic Investment Advisors
Colorado
$185M +$902K +0.5% 2.08% 137 13.14%
WAM
6257
Walker Asset Management
Missouri
$185M -$1.17M -0.6% 0.56% 75.9% 150 10%
AWMNY
6258
Arcadia Wealth Management (New York)
New York
$185M +$10.4M +6% 0.09% 62 20.97%
CPW
6259
Catalyst Private Wealth
California
$185M -$44.3M -19% 7.49% 103% 77 1.3%
CFSG
6260
Clark Financial Services Group
Missouri
$185M -$3.48M -2% 2.77% 102% 128 33.59%
KWA
6261
Kellett Wealth Advisors
Ohio
$184M +$9.42M +5% 0.89% 68.1% 86 16.28%
CCA
6262
Cypress Capital Advisors
Tennessee
$184M -$1.89M -1% 0.28% 79 10.13%
SC
6263
Stephenson & Company
California
$184M +$2.38M +1% 1.05% 47 12.77%
AI
6264
Arrien Investments
Idaho
$184M +$7.1M +4% 0.27% 42.7% 47 4.26%
S
6265
Sachetta
Massachusetts
$184M +$1.81M +1% 0.62% 1,130 13.81%
IIA
6266
Integrity Investment Advisors
Colorado
$184M +$2.85M +2% 2.6% 88 25%
CastleKeep Investment Advisors
6267
CastleKeep Investment Advisors
Connecticut
$184M -$36.5M -17% 0.29% 91 28.57%
IVGAV
6268
Index Venture Growth Associates V
Jersey
$184M -$124M -40% 40.1% 3 0%
DF
6269
Define Financial
California
$184M +$7.83M +4% 1.82% 45 13.33%
GCA
6270
GSI Capital Advisors
California
$184M +$5.6M +3% 4.86% 25.4% 34 26.47%
HIM
6271
Harbour Investment Management
Washington
$184M -$4.44M -2% 0.18% 58.8% 107 13.08%
PSAMP
6272
P. Schoenfeld Asset Management (PSAM)
New York
$184M -$98.8M -35% 6.1% 270% 54 53.7%
TCM
6273
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 0.05% 38 13.16%
MKW
6274
Mullaney, Keating & Wright
Connecticut
$184M -$5.35M -3% 1.38% 75 13.33%
NAM
6275
Nutshell Asset Management
United Kingdom
$184M -$96.5M -34% 11% 47 53.19%