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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
BFP
6451
Brewster Financial Planning
New York
$132M +$3.05M +2% 2.5% 40.8% 27 29.63%
1IA
6452
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 0.67% 68.9% 793 22.95%
IGM
6453
Incline Global Management
New York
$132M -$93.2M -41% 5.29% 13.6% 32 40.63%
SFS
6454
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 0.79% 106 18.87%
CWA
6455
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 1.06% 45.2% 99 8.08%
OCA
6456
OEP Capital Advisors
New York
$132M -$23.6M -15% 15.2% 16.9% 1 0%
MCM
6457
Moon Capital Management
New York
$132M -$7.55M -5% 5.7% 95.6% 26 61.54%
PWA
6458
Primoris Wealth Advisors
Florida
$131M -$6.26M -5% 2.97% 101% 111 26.13%
SWM
6459
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 1.79% 38 15.79%
SMAM
6460
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 0.04% 479 87.47%
RWM
6461
Refined Wealth Management
Utah
$131M +$1.69M +1% 4.47% 76.8% 28 7.14%
CCA
6462
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 0.93% 52.1% 67 17.91%
TNAM
6463
Terra Nova Asset Management
New York
$131M -$3.42M -3% 2.5% 128% 87 6.9%
CRIG
6464
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 1.28% 71.1% 84 5.95%
CG
6465
Clifford Group
Massachusetts
$131M +$2.6M +2% 1.98% 52.9% 78 8.97%
TC
6466
Taika Capital
Florida
$131M -$1.56M -1% 7.04% 68.3% 100 81%
LOIP
6467
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 0.37% 275 0%
HWM
6468
Horizons Wealth Management
North Carolina
$131M +$946K +0.7% 2.47% 23% 178 6.18%
MCM
6469
MontVue Capital Management
Virginia
$131M +$866K +0.7% 0.1% 61 13.11%
PSC
6470
Piper Sandler & Co
Minnesota
$131M -$17.1M -12% 0.01% 0.09% 30 10%
LPFG
6471
Landing Point Financial Group
Ohio
$131M 0.76% 69
LAM
6472
Lewis Asset Management
California
$131M -$6.07M -4% 5.2% 139 12.95%
BPFA
6473
Barnes Pettey Financial Advisors
Mississippi
$131M +$5.61M +4% 2.72% 76% 105 9.52%
DJFS
6474
Dean Jacobson Financial Services
Texas
$131M -$2.3M -2% 1.94% 44.2% 16 43.75%
MWVC
6475
Morgens Waterfall Vintiadis & Co
New York
$131M +$1.74M +1% 26.7% 484% 31 51.61%