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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
PWSG
6601
Pacific Wealth Strategies Group
California
$163M +$10.5M +7% 8.61% 75.5% 64 7.81%
CC
6602
CF Capital
Massachusetts
$163M +$84.6M +108% 3.14% 56 41.07%
KPPF
6603
Klein Pavlis & Peasley Financial
California
$163M +$13M +9% 9.69% 99 35.35%
FFA
6604
Frazier Financial Advisors
Ohio
$163M +$21.1M +15% 5.96% 692 20.38%
TMWM
6605
Taylor & Morgan Wealth Management
Michigan
$163M +$14.7M +10% 8.91% 75.5% 74 5.41%
AIM
6606
Archer Investment Management
Texas
$163M +$25M +18% 4.97% 63 22.22%
PBO
6607
Peoples Bank (Ohio)
Ohio
$163M +$892K +0.6% 6.26% 71.7% 101 10.89%
KCM
6608
Kerusso Capital Management
North Carolina
$163M +$1.12M +0.7% 7.04% 59 13.56%
FFWA
6609
Forthright Family Wealth Advisory
Texas
$163M +$4.77M +3% 6.55% 60 25%
BAM
6610
Byrne Asset Management
New Jersey
$163M +$11.5M +8% 10.2% 116% 621 35.59%
LKWM
6611
Lee-Kelleher Wealth Management
Maryland
$162M +$11.9M +8% 6.84% 41 7.32%
HWA
6612
Heritage Wealth Architects
Minnesota
$162M +$26.5M +20% 6.09% 59 18.64%
BCM
6613
Berbice Capital Management
New York
$162M +$19.6M +14% 13.4% 208 23.56%
IWA
6614
Invera Wealth Advisors
Oregon
$162M +$8.9M +6% 7.65% 88 5.68%
MCM
6615
Monimus Capital Management
New Jersey
$162M +$24.6M +18% 10.7% 69 36.23%
KC
6616
Kintayl Capital
New York
$162M -$19M -10% 10.3% 53 54.72%
CRFG
6617
Columbia River Financial Group
Washington
$162M +$7.62M +5% 4.8% 53 0%
ACL
6618
Applied Capital LLC
Florida
$162M +$24.4M +18% 7.02% 71% 88 7.95%
SFA
6619
Salus Financial Advisors
Colorado
$162M +$13.3M +9% 7.08% 33 3.03%
TA
6620
Teton Advisors
New York
$162M -$2.21M -1% 11% 139% 172 9.88%
GPWM
6621
Grant Private Wealth Management
California
$162M -$14.3M -8% 11.4% 174 78.74%
TFP
6622
Traction Financial Partners
Wyoming
$162M +$14.5M +10% 6.37% 82 25.61%
SAM
6623
Sectoral Asset Management
Quebec, Canada
$162M +$10.6M +7% 41.9% 168% 98 20.41%
TDC
6624
Thompson Davis & Co
Virginia
$162M +$15.3M +10% 12.1% 188% 180 40.56%
KA
6625
Kure Advisory
Minnesota
$162M +$11.1M +7% 5.85% 49 12.24%