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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
NF
6626
NavPoint Financial
Minnesota
$124M +$8.91M +8% 7.04% 46 4.35%
EPCA
6627
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 19.9% 119% 54 38.89%
DWM
6628
Dopkins Wealth Management
New York
$124M -$40.7M -25% 6.54% 64.4% 89 32.58%
WDOM
6629
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 11% 1 0%
DG
6630
DMC Group
Alabama
$124M +$6.9M +6% 6.34% 99.2% 136 14.71%
PHIC
6631
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 6.05% 72.1% 113 7.08%
ACP
6632
Acuta Capital Partners
California
$123M +$4.73M +4% 25.9% 7,269% 49 48.98%
TWCA
6633
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 5.47% 74 17.57%
FI
6634
Finivi Inc
Massachusetts
$123M +$2.66M +2% 7.64% 96 17.71%
SCM
6635
Spring Capital Management
Texas
$123M -$3.43M -3% 10.5% 62.6% 30 20%
BTC
6636
Bank & Trust Company
Illinois
$123M +$5.42M +5% 6.31% 288 0.69%
BCM
6637
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 6.75% 82.9% 25 8%
CCA
6638
Cruiser Capital Advisors
Connecticut
$123M +$50.9M +71% 9.81% 192% 60 38.33%
TC
6639
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 29.2% 25 4%
ONST
6640
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% 135 5.93%
CWM
6641
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 56.4% 48 8.33%
OWG
6642
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% 71 22.54%
GWA
6643
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% 38 15.79%
DWS
6644
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.82% 246 6.5%
SFG
6645
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% 14 7.14%
RA
6646
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 87.5% 146 21.23%
JAIC
6647
Josh Arnold Investment Consultant
Minnesota
$122M +$3.08M +3% 9.14% 272% 31 51.61%
FCT
6648
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 111% 319 6.9%
GPW
6649
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% 88 19.32%
CA
6650
Cannon Advisors
North Carolina
$122M 5.06% 71