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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
OF
6501
Outfitter Financial
Maine
$122M +$7.39M +6% 10.3% 73.9% 88 22.73%
DSCM
6502
Del-Sette Capital Management
New York
$122M +$8.05M +7% 9.66% 95.6% 41 36.59%
F4L
6503
Fortune 45 LLC
Louisiana
$122M +$12.4M +11% 8.91% 64.5% 26 7.69%
WFS
6504
Walker Financial Services
Kentucky
$122M +$25M +26% 2.3% 18.9% 31 35.48%
RA
6505
RiverPark Advisors
New York
$122M +$13.1M +12% 11.4% 87.5% 135 25.93%
EB
6506
Exchange Bank
California
$122M +$6.23M +5% 7.52% 67.1% 116 8.62%
DAM
6507
Doheny Asset Management
California
$122M +$19.6M +19% 14.7% 121% 73 10.96%
BGAI
6508
Bruce G. Allen Investments
Colorado
$122M +$11.8M +11% 6.88% 1,049 12.49%
PMSA
6509
Patrick M. Sweeney & Associates
Illinois
$122M +$12.3M +11% 10.1% 135 6.67%
CPA
6510
Clear Point Advisors
New York
$122M +$8.42M +7% 6.42% 595 9.92%
FI
6511
Firetrail Investments
Australia
$122M -$14.2M -10% 15.7% 24 29.17%
PFP
6512
Paragon Financial Partners
California
$121M +$17.3M +17% 14.6% 80.6% 82 4.88%
NJIM
6513
Nabity-Jensen Investment Management
Nebraska
$121M +$10.3M +9% 10.3% 83 6.02%
LAM
6514
Lewis Asset Management
California
$121M +$12.7M +12% 19.4% 125 19.2%
CPG
6515
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 4.95% 246 8.54%
HFAS
6516
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 8.56% 60.6% 109 11.01%
SA
6517
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 15.8% 86.6% 31 16.13%
JHWEPV
6518
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 7.09% 519% 1 0%
PFS
6519
Prospect Financial Services
New York
$121M +$22M +22% 10.9% 77 15.58%
CG
6520
Clifford Group
Massachusetts
$121M +$13.2M +12% 8.29% 52.9% 75 6.67%
O3W
6521
Omni 360 Wealth
New Jersey
$121M +$13.9M +13% 6.62% 107 13.08%
BAM
6522
BTS Asset Management
Massachusetts
$121M -$11.7M -9% 0.76% 8.06% 37 35.14%
UL
6523
Unionview LLC
Washington
$121M +$9.5M +9% 8.29% 21.2% 95 14.74%
D
6524
Dentgroup
Louisiana
$121M +$8.23M +7% 6.87% 53.6% 82 14.63%
OA
6525
Oceanside Advisors
South Carolina
$121M +$7.52M +7% 5.43% 49 12.24%