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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
D
6301
Dentgroup
Louisiana
$104M -$2.25M -2% 2.82% 53.6% 91 17.58%
SWAG
6302
Spectrum Wealth Advisory Group
California
$104M -$8.59M -8% 6.12% 67.9% 50 10%
NWMG
6303
National Wealth Management Group
Ohio
$104M -$3.1M -3% 0.33% 123% 139 32.37%
EBWM
6304
Eagle Bluffs Wealth Management
Missouri
$104M +$7.87M +8% 8.2% 95.3% 69 18.84%
SC
6305
Settian Capital
New York
$104M -$12M -10% 0.95% 62.5% 40 42.5%
PWA
6306
Pillar Wealth Advisors
Pennsylvania
$104M -$1.51M -1% 4.4% 21.9% 58 5.17%
DSCM
6307
Del-Sette Capital Management
New York
$103M -$627K -0.6% 1.73% 108% 36 44.44%
CGA
6308
Channing Global Advisors
Florida
$103M -$2.05M -2% 1.91% 131% 43 11.63%
TWM
6309
Trevian Wealth Management
Massachusetts
$103M -$953K -0.9% 6.05% 94.1% 45 20%
TMC
6310
TVL Management Corporation
California
$103M -$57M -36% 28.6% 3 33.33%
JC
6311
JCSD Capital
California
$103M -$1.6M -2% 3.8% 79 17.72%
FCC
6312
Florin Court Capital
United Kingdom
$103M -$55.8M -35% 2.19% 108% 36 38.89%
EWS
6313
Evergreen Wealth Solutions
Pennsylvania
$103M -$7.17M -6% 4.18% 70.9% 99 10.1%
RAM
6314
RK Asset Management
Michigan
$103M -$10.2M -9% 4.4% 47.6% 22 9.09%
MVA
6315
Mount Vernon Associates
Maryland
$103M -$12.4M -11% 6.93% 119% 56 7.14%
ACM
6316
Arrow Capital Management
New York
$103M -$57.9M -36% 12.9% 10 30%
GBA
6317
Garrison Bradford & Associates
New York
$103M -$8.56M -8% 1.85% 63.5% 58 10.34%
ROC
6318
River Oaks Capital
Minnesota
$103M -$5.15M -5% 2.64% 56 7.14%
SW
6319
Simplicity Wealth
New Jersey
$103M -$82.6M -45% 5.18% 74.5% 72 25%
GCM
6320
GuideStone Capital Management
Texas
$103M -$1.74M -2% 1.67% 49.2% 1 0%
SPWG
6321
Sage Private Wealth Group
Illinois
$103M +$22.4M +28% 7.29% 67.4% 185 9.19%
IFS
6322
Intelligent Financial Strategies
Minnesota
$103M -$8.59M -8% 2.8% 60.6% 117 10.26%
RK
6323
Rather & Kittrell
Tennessee
$103M -$11.1M -10% 3.61% 41.1% 337 81.9%
PPWM
6324
Paragon Private Wealth Management
Kentucky
$102M -$10.3M -9% 2.72% 93.9% 118 15.25%
KL
6325
KCK Ltd
Bermuda
$102M -$39.1M -28% 26.7% 4 0%