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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
DJFS
6576
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 0.21% 55.7% 13 7.69%
MA
6577
Mosaic Advisors
Texas
$124M +$1.47M +1% 0.42% 50.9% 17 17.65%
HLA
6578
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 1.39% 187% 20 15%
CG
6579
Clifford Group
Massachusetts
$124M +$2.75M +2% 2.63% 67.9% 74 5.41%
OA
6580
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 0.3% 48 6.25%
FWM
6581
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 0.68% 43 6.98%
PMSA
6582
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 0.76% 140 5%
EWS
6583
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 1.71% 96 9.38%
RL
6584
RPO LLC
Connecticut
$123M +$53.9M +77% 6.36% 66.2% 61 45.9%
LI
6585
Latash Investments
Alaska
$123M -$17.2M -12% 3.16% 110% 20 15%
ACM
6586
Archon Capital Management
Washington
$123M -$167M -57% 10.9% 222% 37 45.95%
NC
6587
Napatree Capital
Rhode Island
$123M +$20.1M +19% 1.76% 138 13.77%
WA
6588
Wealthstar Advisors
Texas
$123M -$164M -57% 2.6% 152 94.74%
SI
6589
Stonekeep Investments
New Mexico
$123M 2.76% 48
EWA
6590
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 0.18% 114 9.65%
PIP
6591
PB Investment Partners
California
$123M -$9.48M -7% 6.75% 81.1% 9 11.11%
ZC
6592
Zeit Capital
Colorado
$123M -$713K -0.6% 1.15% 51.6% 30 3.33%
BRF
6593
B. Riley Financial
California
$123M +$18.1M +17% 16.8% 682% 20 40%
CPL
6594
CAP Partners LLC
Tennessee
$123M +$9.76M +9% 2.72% 131 12.21%
SWM
6595
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 0.1% 31 16.13%
SA
6596
Sage Advisors
Colorado
$123M +$10.6M +9% 5.18% 26 7.69%
WFS
6597
Widmann Financial Services
Maryland
$123M +$3.88M +3% 0.29% 75.2% 135 29.63%
PPP
6598
Private Portfolio Partners
New Jersey
$123M -$357M -74% 1.83% 16.9% 284 70.77%
TFM
6599
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 1.54% 90 20%
APW
6600
Atlantic Private Wealth
North Carolina
$123M +$2.55M +2% 2.08% 55.7% 115 6.09%