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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
NA
6701
Note Advisors
New York
$145M +$23.5M +19% 5.72% 78 10.26%
BDS
6702
Banco de Sabadell
Florida
$145M +$13M +10% 9.07% 66% 65 13.85%
MAG
6703
M3 Advisory Group
Massachusetts
$145M +$18M +14% 11.6% 151 11.26%
SA
6704
SFI Advisors
New Jersey
$145M +$9.21M +7% 12.2% 82.9% 79 36.71%
CFS
6705
Coordinated Financial Services
Colorado
$144M +$13.9M +11% 8.15% 152 11.84%
BCP
6706
Bluegrass Capital Partners
Florida
$144M +$27.6M +24% 15.9% 56.2% 12 16.67%
CWM
6707
Challenger Wealth Management
California
$144M +$18M +14% 11.4% 120 18.33%
ALS
6708
Andrew L. Share
$144M +$7.1M +5% 7.27% 60% 13 0%
PCP
6709
Panoramic Capital Partners
Oregon
$144M +$47.2M +49% 9.99% 62 20.97%
D
6710
Dentgroup
Louisiana
$144M +$10.8M +8% 7.81% 53.6% 95 18.95%
NPFS
6711
Novak & Powell Financial Services
Florida
$144M -$16.6M -10% 9.4% 156 8.97%
DWMS
6712
Dominguez Wealth Management Solutions
Virginia
$144M +$7.59M +6% 4.17% 47.2% 62 3.23%
AE
6713
Axon Enterprise
Arizona
$144M -$30.9M -18% 17.7% 1 0%
WAM
6714
Wernau Asset Management
Massachusetts
$144M +$15.9M +12% 5.19% 49 6.12%
BF
6715
Brucke Financial
Indiana
$144M +$28.7M +25% 10.6% 148 6.76%
DSCM
6716
Del-Sette Capital Management
New York
$144M +$16.5M +13% 12.6% 95.6% 51 35.29%
CMS
6717
Capital Market Strategies
Florida
$144M -$6.01M -4% 17.5% 120% 153 15.69%
IPAM
6718
Investment Partners Asset Management
New Jersey
$144M +$16.3M +13% 9.43% 157 7.01%
AWA
6719
Authentikos Wealth Advisory
California
$144M +$15.8M +12% 5.02% 27.1% 70 37.14%
BRWM
6720
Blue Rock Wealth Management
North Carolina
$144M +$25.7M +22% 10.9% 106 12.26%
FWMM
6721
Foundation Wealth Management (Missouri)
Missouri
$144M +$15.9M +12% 10% 50.7% 45 4.44%
CWA
6722
Clearview Wealth Advisors
Oregon
$144M +$9.7M +7% 7.31% 45.2% 106 11.32%
WFS
6723
Widmann Financial Services
Maryland
$143M +$14.7M +11% 8.56% 62.4% 112 10.71%
RC
6724
Renaissance Capital
Connecticut
$143M +$13.9M +11% 37.1% 248% 29 6.9%
WBCM
6725
Wilson & Boucher Capital Management
California
$143M +$9.14M +7% 8% 53.4% 113 7.96%