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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
TPW
6726
Turn8 Private Wealth
$128M -$12.4M -9% 2.95% 54 22.22%
BW
6727
Basepoint Wealth
Iowa
$128M +$2.39M +2% 9.19% 109% 110 9.09%
BWG
6728
Berry Wealth Group
Texas
$128M -$10.8M -8% 3.21% 113 30.09%
BC
6729
Broadwater Capital
Massachusetts
$128M -$2.73M -2% 0.62% 233 3.43%
HCM
6730
Hestia Capital Management
Pennsylvania
$128M -$17.5M -12% 23.7% 30 86.67%
DAM
6731
Doheny Asset Management
California
$128M -$6.28M -5% 5.69% 121% 66 9.09%
MCM
6732
Mork Capital Management
California
$128M -$24.3M -16% 6.37% 45.7% 127 18.9%
PBRA
6733
Pine Brook Road Advisors
New York
$128M -$11.9M -9% 7.83% 2 0%
FWMM
6734
Foundation Wealth Management (Missouri)
Missouri
$128M -$1.14M -0.9% 2.95% 50.7% 45 2.22%
PFP
6735
Paragon Financial Partners
California
$128M -$5.14M -4% 3.2% 80.6% 71 2.82%
BWM
6736
BCO Wealth Management
New Mexico
$128M +$7.3M +6% 0.46% 34 11.76%
BFS
6737
Burr Financial Services
California
$127M -$20.7M -14% 12.1% 35 14.29%
GPA
6738
Guerra Pan Advisors
New Jersey
$127M -$10.7M -8% 5.94% 105% 112 6.25%
API
6739
Asset Planning Inc
California
$127M -$3.86M -3% 1.79% 332 13.55%
IPAM
6740
Investment Partners Asset Management
New Jersey
$127M +$1.26K +0% 0.73% 157 10.83%
VBCG
6741
Valley Brook Capital Group
Pennsylvania
$127M -$6.46M -5% 1.3% 106% 118 10.17%
DSCM
6742
Del-Sette Capital Management
New York
$127M +$4.14M +3% 2.61% 95.6% 42 30.95%
MCM
6743
MidAtlantic Capital Management
Virginia
$127M -$9.22M -7% 3.2% 246 68.29%
ACL
6744
Applied Capital LLC
Florida
$127M -$1.78M -1% 2.55% 71% 92 10.87%
DJYG
6745
David J. Yvars Group
Florida
$127M -$36.8M -22% 5.05% 125% 80 18.75%
EFI
6746
EHP Funds Inc
Canada
$127M +$19.2M +18% 0.68% 173% 71 78.87%
CC
6747
Climber Capital
Switzerland
$127M +$5.62M +5% 2.68% 63 23.81%
TNAM
6748
Terra Nova Asset Management
New York
$127M -$4.24M -3% 2.07% 128% 93 18.28%
SMAM
6749
Sugar Maple Asset Management
Wisconsin
$127M -$4.41M -3% 4.38% 485 88.25%
OFG
6750
OmniStar Financial Group
North Carolina
$127M +$2.49M +2% 4.38% 67.1% 172 61.63%