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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
EB
6601
Exchange Bank
California
$122M +$6.23M +5% 7.52% 67.1% 116 8.62%
DAM
6602
Doheny Asset Management
California
$122M +$19.6M +19% 14.7% 135% 73 10.96%
BGAI
6603
Bruce G. Allen Investments
Colorado
$122M +$11.8M +11% 6.88% 1,049 12.49%
PMSA
6604
Patrick M. Sweeney & Associates
Illinois
$122M +$12.3M +11% 10.1% 135 6.67%
CPA
6605
Clear Point Advisors
New York
$122M +$8.42M +7% 6.42% 595 9.92%
FI
6606
Firetrail Investments
Australia
$122M -$14.2M -10% 15.7% 24 29.17%
PFP
6607
Paragon Financial Partners
California
$121M +$17.3M +17% 14.6% 90.6% 82 4.88%
NJIM
6608
Nabity-Jensen Investment Management
Nebraska
$121M +$10.3M +9% 10.3% 83 6.02%
LAM
6609
Lewis Asset Management
California
$121M +$12.7M +12% 19.4% 125 19.2%
CPG
6610
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 4.95% 246 8.54%
HFAS
6611
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 8.56% 60.6% 109 11.01%
SA
6612
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 15.8% 73.2% 31 16.13%
JHWEPV
6613
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 7.09% 407% 1 0%
PFS
6614
Prospect Financial Services
New York
$121M +$22M +22% 10.9% 77 15.58%
CG
6615
Clifford Group
Massachusetts
$121M +$13.2M +12% 8.29% 67.9% 75 6.67%
O3W
6616
Omni 360 Wealth
New Jersey
$121M +$13.9M +13% 6.62% 107 13.08%
BAM
6617
BTS Asset Management
Massachusetts
$121M -$11.7M -9% 0.76% 8.8% 37 35.14%
UL
6618
Unionview LLC
Washington
$121M +$9.5M +9% 8.29% 21.2% 95 14.74%
D
6619
Dentgroup
Louisiana
$121M +$8.23M +7% 6.87% 53.6% 82 14.63%
OA
6620
Oceanside Advisors
South Carolina
$121M +$7.52M +7% 5.43% 49 12.24%
EMAM
6621
Encompass More Asset Management
California
$121M +$31.7M +36% 6.66% 129 52.71%
ASFA
6622
All Season Financial Advisors
Colorado
$121M +$3.06M +3% 6.24% 33.8% 120 36.67%
FWM
6623
FMA Wealth Management
Massachusetts
$121M +$11M +10% 4.63% 41 9.76%
TFM
6624
Trademark Financial Management
Minnesota
$121M -$15.6M -11% 7.81% 92 23.91%
EWM
6625
Echo Wealth Management
Minnesota
$121M +$13.4M +13% 5.51% 41% 45 15.56%