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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 Avg Holding
Period (Yrs)
Golden Road Advisors
6776
Golden Road Advisors
Florida
$105M – – 11.2% – 35 – 0
Caerus Investment Advisors
6777
Caerus Investment Advisors
Texas
$104M +$7.31M +8% 7.98% 85% 42 35.71% 1.2
FF
6778
Fox Financial
Pennsylvania
$104M – – 12.7% 78.9% 13 – 0
Seamount Financial Group
6779
Seamount Financial Group
Colorado
$104M – – 10.5% 79.7% 81 – 0
StoneCrest Wealth Management
6780
StoneCrest Wealth Management
Arizona
$104M – – 14.2% 168% 50 – 0
EntryPoint Capital
6781
EntryPoint Capital
New York
$104M – – 9.15% – 1,330 – 0
DB Fitzpatrick & Co
6782
DB Fitzpatrick & Co
Idaho
$104M +$10.7M +11% 10.7% 42.7% 79 12.66% 1.6
Paragon Financial Partners
6783
Paragon Financial Partners
California
$104M +$7.93M +8% 11.5% 90.6% 85 10.59% 1.8
Orca Investment Management
6784
Orca Investment Management
Oregon
$104M +$14.1M +16% 12.5% 139% 58 3.45% 6.5
Davis Capital Management
6785
Davis Capital Management
Florida
$104M – – 10.1% – 297 – 2.5
MontVue Capital Management
6786
MontVue Capital Management
Virginia
$104M – – 10.7% 76% 48 – 0
Secured Retirement Advisors
6787
Secured Retirement Advisors
Minnesota
$104M – – 10.8% – 102 – 0
Darden Wealth Group
6788
Darden Wealth Group
Michigan
$104M – – 12.7% – 102 – 0
Nipun Capital
6789
Nipun Capital
California
$104M – – 4.81% 30.2% 5 – 0
RGI
6790
Resource Group International
Bermuda
$104M – – 23% – 1 – 0
NDWM LLC
6791
NDWM LLC
California
$104M – – 7.57% – 29 – 0
Swisher Financial Concepts
6792
Swisher Financial Concepts
Ohio
$104M – – 10.4% – 81 – 0
HFG Advisors
6793
HFG Advisors
Ohio
$104M +$12.4M +14% 11.2% 69.7% 110 20.91% 1.3
Stage Harbor Financial
6794
Stage Harbor Financial
Massachusetts
$104M – – 9.03% 56.4% 40 – 0
DW
6795
Durante & Waters
New York
$104M – – 9.59% 59.1% 30 – 0
SIA
6796
Schear Investment Advisers
Ohio
$104M +$11M +12% 12.9% 241% 79 2.53% 1
Madison Park Capital Advisors
6797
Madison Park Capital Advisors
Washington
$104M – – 10.5% 62.4% 64 – 0
Armor Advisors
6798
Armor Advisors
New York
$104M -$123M -54% 8.72% 78.5% 15 20% 1.5
National Wealth Management Group
6799
National Wealth Management Group
Ohio
$103M +$11.4M +12% 10.7% 128% 164 43.29% 1
Gunma Bank
6800
Gunma Bank
Japan
$103M -$33.9M -25% 7.12% 24.5% 28 28.57% 1.9