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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
NCG
6676
Newport Capital Group
New Jersey
$159M +$11.5M +8% 4.98% 70 10%
WFS
6677
Widmann Financial Services
Maryland
$159M +$15.6M +11% 8.22% 75.2% 115 7.83%
BFP
6678
Brewster Financial Planning
New York
$159M +$10.8M +7% 5.15% 40.8% 27 3.7%
PS
6679
Pennant Select
New Jersey
$159M +$28.6M +22% 69.3% 12 0%
IPWA
6680
International Private Wealth Advisors
California
$159M +$42.4M +36% 8.2% 184 20.11%
MAMG
6681
Milestone Asset Management Group
Connecticut
$159M +$23.9M +18% 11.2% 114 10.53%
VOMP
6682
Vision One Management Partners
Florida
$159M -$7.75M -5% 16.1% 13 46.15%
TT
6683
TI-Trust
Illinois
$159M +$9.73M +7% 6.86% 85.8% 132 4.55%
FFWM
6684
Future Financial Wealth Management
Ohio
$159M +$12.1M +8% 6.41% 59.5% 473 7.4%
UFPG
6685
United Financial Planning Group
New York
$159M 8.33% 215
ACM
6686
Anabranch Capital Management
Connecticut
$159M -$8.6M -5% 5.99% 139% 6 0%
BBA
6687
Braun-Bostich & Associates
Pennsylvania
$159M +$12.3M +8% 7.05% 59.5% 129 13.18%
SMF
6688
Sterling Manor Financial
New York
$159M +$8.62M +6% 5.48% 42.4% 36 19.44%
TNAM
6689
Terra Nova Asset Management
New York
$159M +$15.5M +11% 8.55% 158% 99 15.15%
ZRP
6690
Zynergy Retirement Planning
New Jersey
$159M +$9.48M +6% 4.97% 28 10.71%
TP
6691
Teca Partners
Texas
$159M +$15.3M +11% 4.89% 66% 13 30.77%
PWA
6692
Providence Wealth Advisors
Illinois
$159M +$12.8M +9% 8.33% 112% 88 6.82%
RB
6693
Richmond Brothers
Michigan
$158M +$5.73M +4% 6.26% 77.2% 35 17.14%
PFP
6694
Paragon Financial Partners
California
$158M +$12M +8% 8.38% 90.6% 72 2.78%
VWA
6695
VERITY Wealth Advisors
United States
$158M +$9.46M +6% 6.72% 59.9% 79 6.33%
NC
6696
Nipun Capital
California
$158M -$26M -14% 2.69% 13 53.85%
GIS
6697
Graphene Investments SAS
France
$158M +$4.72M +3% 8.52% 86.5% 47 10.64%
OC
6698
Optimas Capital
Hong Kong
$158M +$63.3M +67% 18.8% 355% 42 85.71%
LA
6699
Lakeside Advisors
Washington
$158M +$2.91M +2% 4.57% 63.2% 64 4.69%
BAM
6700
Boyar Asset Management
New York
$158M +$5.23M +3% 6.55% 75.5% 81 7.41%