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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
DJYG
6376
David J. Yvars Group
Florida
$212M +$33M +18% 22.8% 125% 111 21.62%
CFSG
6377
Clark Financial Services Group
Missouri
$212M +$27.3M +15% 27.8% 102% 118 24.58%
AA
6378
Addison Advisors
Vermont
$212M -$241M -53% 10.4% 50.2% 1,037 36.26%
SL
6379
StoryOne LLC
Kansas
$212M +$34.2M +19% 22.7% 79 98.73%
PCP
6380
Panoramic Capital Partners
Oregon
$212M +$49.2M +30% 15% 80 31.25%
MIM
6381
Merrion Investment Management
New Jersey
$211M +$25.2M +14% 20.9% 166% 114 11.4%
HBFP
6382
Henderson Brothers Financial Partners
Pennsylvania
$211M -$184M -46% 9.6% 106 28.3%
AFC
6383
Alpine Fox Capital
Nevada
$211M +$57.3M +37% 51.2% 21 28.57%
RFP
6384
RCS Financial Planning
Maryland
$211M +$18.4M +10% 10.7% 42.8% 105 9.52%
IFPL
6385
Investments & Financial Planning LLC
Kentucky
$211M +$27.5M +15% 14.9% 63.6% 41 14.63%
KRW
6386
Kaufman Rossin Wealth
Florida
$211M +$36.6M +21% 15.1% 116 18.97%
TFP
6387
Tilia Fiduciary Partners
North Carolina
$211M +$29M +16% 21.7% 90.5% 129 12.4%
MAM
6388
McCarthy Asset Management
California
$211M 10.1% 29
KA
6389
Kure Advisory
Minnesota
$211M +$27.3M +15% 8.99% 67 23.88%
WCM
6390
Wisconsin Capital Management
Wisconsin
$211M +$28.5M +16% 25.5% 153% 53 15.09%
SIA
6391
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 75.3% 31 6.45%
APC
6392
Aristotle Pacific Capital
California
$210M +$87.3M +71% 0.28% 1.84% 5 0%
TCTWM
6393
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% 43 9.3%
BI
6394
Beckerman Institutional
New Jersey
$210M +$21.9M +12% 8.57% 127 7.09%
BCPWM
6395
Bradley & Co Private Wealth Management
Florida
$210M +$20.1M +11% 10.3% 224 5.36%
IVGAV
6396
Index Venture Growth Associates V
Jersey
$210M +$25.4M +14% 29.8% 3 0%
BFG
6397
Baron Financial Group
New Jersey
$210M +$24.2M +13% 12.4% 52.1% 56 5.36%
FIS
6398
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23%
AWMNY
6399
Arcadia Wealth Management (New York)
New York
$210M +$24.8M +13% 13.3% 61 14.75%
AW
6400
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92%