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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
PFG
6501
Pacific Financial Group
Washington
$136M -$4.76M -3% 5.95% 61.1% 59 10.17%
CCA
6502
Cottonwood Capital Advisors
Utah
$136M +$8.26M +6% 6.28% 78.3% 124 12.9%
BCM
6503
Beaumont Capital Management
Massachusetts
$136M +$8.29M +6% 7.27% 45.4% 60 40%
CAM
6504
Campion Asset Management
Virginia
$136M +$8.99M +7% 8.94% 70.2% 96 5.21%
MAG
6505
M3 Advisory Group
Massachusetts
$136M +$14.7M +12% 5.3% 156 19.23%
PMSA
6506
Patrick M. Sweeney & Associates
Illinois
$136M +$12.4M +10% 6.48% 151 7.95%
GL
6507
Gerber LLC
Ohio
$136M +$8.94M +7% 8.65% 97 6.19%
BA
6508
Brightwater Advisory
Florida
$136M +$6.42M +5% 7.01% 62 3.23%
NCG
6509
Newport Capital Group
New Jersey
$136M +$9.38M +7% 5.84% 58 18.97%
BC
6510
Broadwater Capital
Massachusetts
$136M +$5.97M +5% 7.15% 239 0.84%
BW
6511
Basepoint Wealth
Iowa
$136M +$8.94M +7% 9.94% 113% 117 10.26%
CRIG
6512
Charter Research & Investment Group
Connecticut
$136M +$8.67M +7% 7.96% 82.3% 85 5.88%
PCMU
6513
Paragon Capital Management (Utah)
Utah
$136M +$4.49M +3% 4.95% 69.4% 82 36.59%
PAG
6514
Paladin Advisory Group
Iowa
$136M +$7.29M +6% 5.74% 71.9% 236 5.08%
MIM
6515
Meixler Investment Management
Arizona
$136M +$4.92M +4% 6.37% 66.2% 120 20.83%
TDC
6516
Thompson Davis & Co
Virginia
$135M +$20.1M +17% 16.1% 188% 138 26.09%
VAM
6517
Vienna Asset Management
California
$135M +$14.6M +12% 5.59% 56 39.29%
SH
6518
SeaTown Holdings
Singapore
$135M -$2.7M -2% 8.82% 220% 16 31.25%
EWA
6519
Emergent Wealth Advisors
New York
$135M +$10.9M +9% 6.31% 120 19.17%
PWA
6520
Providence Wealth Advisors
Illinois
$135M +$9.81M +8% 6.63% 112% 87 14.94%
VWWMG
6521
Vermillion & White Wealth Management Group
Pennsylvania
$135M +$2.37M +2% 5.44% 394 14.72%
TIM
6522
Tevis Investment Management
Texas
$135M +$10.7M +9% 7.72% 58.7% 93 10.75%
RL
6523
Retireful LLC
Michigan
$135M -$77.5M -36% 7.74% 382% 132 79.55%
WA
6524
WESPAC Advisors
California
$135M +$7.35M +6% 6.46% 112% 172 30.23%
WI
6525
Wintrust Investments
Illinois
$135M -$1.09B -89% 6.77% 27.5% 520 15%