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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
PSC
6301
Piper Sandler & Co
Minnesota
$96.6M -$27M -22% 0.26% 0.04% 43 25.58%
BFP
6302
Beacon Financial Planning
Massachusetts
$96.5M 7.19% 71.1% 22
CG
6303
Cynosure Group
Utah
$96.4M +$3M +3% 8.22% 56.8% 28 10.71%
DAL
6304
Delta Accumulation LLC
California
$96.4M +$89M +1,215% 10.5% 96.5% 110 70%
P
6305
Palladiem
Pennsylvania
$96.2M +$1M +1% 4.06% 59 18.64%
TA
6306
TCM Advisors
West Virginia
$96.2M -$247M -72% 9.5% 56.1% 60 0%
MWM
6307
Maripau Wealth Management
Indiana
$96.1M +$3.44M +4% 6.03% 55.6% 86 11.63%
YCM
6308
Yost Capital Management
Texas
$96.1M +$3.5M +4% 10.9% 125% 17 47.06%
CIG
6309
Cascade Investment Group
Colorado
$96.1M 8.44% 86.8% 119
LF
6310
LifeSteps Financial
California
$96M +$7.28M +8% 7.56% 88% 83 28.92%
RH
6311
RFG Holdings
Texas
$95.9M +$13.5M +16% 10.7% 72.3% 14 21.43%
BWA
6312
Beam Wealth Advisors
Louisiana
$95.9M +$6.12M +7% 6.95% 59.7% 117 26.5%
PWS
6313
Precision Wealth Strategies
Missouri
$95.9M -$17.5M -15% 11.1% 106% 134 25.37%
MCM
6314
Mendel Capital Management
Arkansas
$95.9M +$10.7M +13% 9.05% 66 4.55%
MWM
6315
Melfa Wealth Management
Massachusetts
$95.7M 5.48% 42.9% 137
LFA
6316
Laraway Financial Advisors
Minnesota
$95.7M +$6.12M +7% 7.94% 92.3% 105 4.76%
DWA
6317
Delap Wealth Advisory
Oregon
$95.6M 9.13% 66.1% 66
RG
6318
Richelieu Gestion
France
$95.6M +$11.6M +14% 7.78% 82 29.27%
WFS
6319
Widmann Financial Services
Maryland
$95.5M +$5.24M +6% 12% 75.2% 86 12.79%
CRC
6320
Catawba River Capital
South Carolina
$95.4M +$11.4M +14% 2.67% 89.5% 19 15.79%
EBWM
6321
Eagle Bluffs Wealth Management
Missouri
$95.4M +$8.74M +10% 8.6% 95.3% 62 8.06%
TNAM
6322
Terra Nova Asset Management
New York
$95.3M +$3.8M +4% 11.1% 158% 89 16.85%
CSI
6323
Cross Staff Investments
New York
$95.3M +$6.04M +7% 6.27% 81.2% 121 14.05%
DCI
6324
Data Collective IV
California
$95.2M -$31.3M -25% 13.6% 317% 6 16.67%
HC
6325
Hoese & Co
Minnesota
$95.2M +$10.5M +12% 7.01% 46.3% 198 11.11%