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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
FF
6326
Farrell Financial
New York
$140M -$1.71M -1% 0.1% 69 5.8%
SCM
6327
Shorepath Capital Management
Utah
$140M +$3.31M +2% 2.91% 24 8.33%
CIG
6328
Cascade Investment Group
Colorado
$140M +$3.39M +2% 2.98% 86.8% 137 6.57%
BFM
6329
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 2.39% 41.8% 42 2.38%
HB
6330
Hauser Brothers
Germany
$140M +$9.61M +7% 17.7% 10 0%
FHC
6331
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 2.4% 37% 16 12.5%
PWAM
6332
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 0.96% 78.2% 116 4.31%
MAG
6333
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 3.66% 158 12.03%
PBRA
6334
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 2.81% 3 33.33%
AWM
6335
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 2.57% 61 6.56%
CCA
6336
Cottonwood Capital Advisors
Utah
$139M +$3.22M +2% 0.14% 78.3% 136 16.18%
SR
6337
Syntax Research
Florida
$139M -$8.58M -6% 4.87% 199 12.06%
MFG
6338
Mosaic Financial Group
Illinois
$139M -$1.44M -1% 1.31% 133 14.29%
ARC
6339
Advisor Resource Council
Texas
$139M -$82.2M -37% 0.13% 61.1% 291 92.44%
TL
6340
TowerView LLC
New York
$139M -$15.6M -10% 9.75% 23.3% 27 14.81%
WAM
6341
WealthTrust Asset Management
Florida
$139M +$5.07M +4% 2.57% 97.9% 103 27.18%
ICP
6342
Indus Capital Partners
New York
$139M -$10.3M -7% 3.45% 115% 6 33.33%
HWMC
6343
Heritage Wealth Management (California)
California
$139M -$2.14M -2% 2.33% 135 40%
MCWA
6344
Meadow Creek Wealth Advisors
Georgia
$139M +$12.8M +10% 0.84% 140 7.14%
SFB
6345
STAR Financial Bank
Indiana
$139M -$9.53M -6% 0.53% 48.4% 125 16%
BBA
6346
Braun-Bostich & Associates
Pennsylvania
$139M -$4.7M -3% 1.15% 59.5% 119 14.29%
SC
6347
Settian Capital
New York
$139M +$1.47M +1% 3.29% 54.6% 33 24.24%
BWG
6348
Berry Wealth Group
Texas
$139M -$907K -0.6% 2.7% 106 17.92%
VWA
6349
VERITY Wealth Advisors
United States
$139M -$3.69M -3% 1.51% 59.9% 73 1.37%
SLFPAM
6350
St. Louis Financial Planners Asset Management
Missouri
$138M +$12.5M +10% 4.65% 136% 40 40%