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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
JAIC
6651
Josh Arnold Investment Consultant
Minnesota
$105M +$8.75M +9% 14.8% 121% 30 40%
FG
6652
Fairman Group
Pennsylvania
$105M 12% 394
SW
6653
Schulz Wealth
Texas
$105M 8.6% 54
GRA
6654
Golden Road Advisors
Florida
$105M 11.2% 35
CIA
6655
Caerus Investment Advisors
Texas
$104M +$7.31M +8% 7.98% 63.6% 42 35.71%
FF
6656
Fox Financial
Pennsylvania
$104M 12.7% 13
SFG
6657
Seamount Financial Group
Colorado
$104M 10.5% 81
SWM
6658
StoneCrest Wealth Management
Arizona
$104M 14.2% 50
EC
6659
EntryPoint Capital
New York
$104M 9.15% 1,330
DFC
6660
DB Fitzpatrick & Co
Idaho
$104M +$10.7M +11% 10.7% 37.1% 79 12.66%
PFP
6661
Paragon Financial Partners
California
$104M +$7.93M +8% 11.5% 80.6% 85 10.59%
OIM
6662
Orca Investment Management
Oregon
$104M +$14.1M +16% 12.5% 93.2% 58 3.45%
DCM
6663
Davis Capital Management
Florida
$104M 10.1% 297
MCM
6664
MontVue Capital Management
Virginia
$104M 10.7% 48
SRA
6665
Secured Retirement Advisors
Minnesota
$104M 10.8% 102
DWG
6666
Darden Wealth Group
Michigan
$104M 12.7% 102
NC
6667
Nipun Capital
California
$104M 4.81% 5
RGI
6668
Resource Group International
Bermuda
$104M 23% 1
NL
6669
NDWM LLC
California
$104M 7.57% 29
SFC
6670
Swisher Financial Concepts
Ohio
$104M 10.4% 81
HA
6671
HFG Advisors
Ohio
$104M +$12.4M +14% 11.2% 54.8% 110 20.91%
SHF
6672
Stage Harbor Financial
Massachusetts
$104M 9.03% 40
DW
6673
Durante & Waters
New York
$104M 9.59% 30
SIA
6674
Schear Investment Advisers
Ohio
$104M +$11M +12% 12.9% 240% 79 2.53%
MPCA
6675
Madison Park Capital Advisors
Washington
$104M 10.5% 64