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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
AWP
6376
Avid Wealth Partners
Texas
$129M +$4.23M +3% 3.66% 45 28.89%
PWAM
6377
Pinnacle West Asset Management
Wyoming
$129M +$2.65M +2% 3.79% 78.2% 107 3.74%
RFO
6378
RiverGlades Family Offices
Florida
$129M +$3.1M +2% 1.33% 82 7.32%
SM
6379
Salzhauer Michael
$129M -$2.32M -2% 0.67% 107% 97 13.4%
WH
6380
Wallace Hart
Kentucky
$129M +$8.87M +7% 6.78% 35 42.86%
FS
6381
Financial Symmetry
North Carolina
$129M +$14.3M +13% 1.6% 42 16.67%
FF
6382
Farrell Financial
New York
$128M +$6.24M +5% 1.89% 72 9.72%
PFP
6383
Paragon Financial Partners
California
$128M +$6.87M +6% 6.26% 80.6% 86 8.14%
LWMNY
6384
Landmark Wealth Management (New York)
New York
$128M -$87.6M -41% 0.99% 25.3% 75 38.67%
SRA
6385
Secured Retirement Advisors
Minnesota
$128M +$10.3M +9% 2.09% 119 11.76%
VBCG
6386
Valley Brook Capital Group
Pennsylvania
$128M +$3.13M +3% 3.19% 106% 121 9.92%
PAG
6387
Paladin Advisory Group
Iowa
$128M +$1.81M +1% 2.39% 53.3% 230 3.91%
TF
6388
Tenon Financial
New Jersey
$128M +$9.74M +8% 1.08% 43 16.28%
PBK
6389
Peoples Bank (Kansas)
Kansas
$128M +$260K +0.2% 1.16% 63.3% 276 2.9%
CIG
6390
Cascade Investment Group
Colorado
$128M -$5.52M -4% 3.48% 86.8% 149 18.12%
BCM
6391
Bancreek Capital Management
California
$128M -$6.08M -5% 3.82% 33.6% 20 10%
CAM
6392
Clio Asset Management
Virginia
$128M -$10.3M -7% 6.53% 70% 12 0%
WFL
6393
Wealth Forward LLC
North Dakota
$128M +$965K +0.8% 0.05% 32 3.13%
CCA
6394
Cottonwood Capital Advisors
Utah
$128M +$1.86M +1% 1.51% 78.3% 124 13.71%
AI
6395
Arrien Investments
Idaho
$128M +$1.29M +1% 0.81% 36.9% 41 4.88%
PSC
6396
Piper Sandler & Co
Minnesota
$128M -$17.4M -12% 0.07% 0.09% 22 27.27%
BCM
6397
Beaumont Capital Management
Massachusetts
$128M -$7.99M -6% 0.34% 40.9% 54 27.78%
WFS
6398
Walker Financial Services
Kentucky
$128M +$6.19M +5% 0.45% 18.9% 28 10.71%
HPCM
6399
Hein Park Capital Management
New York
$128M -$14.5M -10% 5.26% 83.7% 3 0%
BCG
6400
BayBridge Capital Group
California
$128M +$13.1M +11% 1.56% 83 1.2%