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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
AAG
6601
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 8.15% 167 28.14%
LFA
6602
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 6.55% 92.3% 116 4.31%
CP
6603
Catalys Pacific
Japan
$125M -$7.1M -5% 14.9% 3 0%
RCM
6604
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 7.82% 48 18.75%
GA
6605
Gordian Advisors
Arizona
$125M +$21.6M +21% 5.65% 41 36.59%
BPFA
6606
Barnes Pettey Financial Advisors
Mississippi
$125M +$9.11M +8% 6.91% 79.7% 103 9.71%
CM
6607
CM Management
Florida
$125M +$16.3M +15% 13.6% 110% 71 21.13%
RAM
6608
Revere Asset Management
Texas
$125M +$24.7M +25% 11.7% 32 71.88%
DM
6609
Diker Management
New York
$125M +$7.27M +6% 10.4% 210% 45 26.67%
ADBIC
6610
A.D. Beadell Investment Counsel
Wisconsin
$125M +$5.62M +5% 6.88% 74.9% 89 11.24%
OC
6611
Opinicus Capital
Florida
$125M +$6.47M +5% 5.36% 100 5%
CCM
6612
Crew Capital Management
Ohio
$125M +$121K +0.1% 7.03% 104% 139 23.02%
BIG
6613
Bush Investment Group
Georgia
$125M +$8.61M +7% 5.63% 32 9.38%
GPA
6614
Guerra Pan Advisors
New Jersey
$125M +$5.54M +5% 3.11% 135% 107 6.54%
SWM
6615
Seed Wealth Management
Illinois
$125M +$10.2M +9% 5.62% 58.4% 162 11.11%
EAM
6616
Exane Asset Management
France
$125M -$17.7M -12% 3.07% 77.5% 25 56%
KPPF
6617
Klein Pavlis & Peasley Financial
California
$125M +$12.3M +11% 9.4% 84 13.1%
RL
6618
RPO LLC
Connecticut
$125M +$1.32M +1% 2.43% 66.2% 52 30.77%
OC
6619
Oppenheimer & Close
New York
$125M +$10.9M +10% 15.8% 149% 57 12.28%
VIP
6620
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 4.72% 31.9% 9 0%
PPWM
6621
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 4.62% 94 21.28%
SFSG
6622
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 6.65% 26.4% 92 4.35%
FW
6623
Fidato Wealth
Ohio
$124M +$11.3M +10% 7.85% 10 0%
FCC
6624
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 6.7% 108% 34 32.35%
BOM
6625
Bank of Marin
California
$124M +$7.91M +7% 5.46% 80.3% 130 11.54%