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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)
SFG
6776
Seamount Financial Group
Colorado
$104M – – 10.5% – 81 – 0
SWM
6777
StoneCrest Wealth Management
Arizona
$104M – – 14.2% – 50 – 0
EC
6778
EntryPoint Capital
New York
$104M – – 9.15% – 1,330 – 0
DFC
6779
DB Fitzpatrick & Co
Idaho
$104M +$10.7M +11% 10.7% 37.1% 79 12.66% 1.6
PFP
6780
Paragon Financial Partners
California
$104M +$7.93M +8% 11.5% 90.6% 85 10.59% 1.8
OIM
6781
Orca Investment Management
Oregon
$104M +$14.1M +16% 12.5% 122% 58 3.45% 6.5
DCM
6782
Davis Capital Management
Florida
$104M – – 10.1% – 297 – 2.5
MCM
6783
MontVue Capital Management
Virginia
$104M – – 10.7% – 48 – 0
SRA
6784
Secured Retirement Advisors
Minnesota
$104M – – 10.8% – 102 – 0
DWG
6785
Darden Wealth Group
Michigan
$104M – – 12.7% – 102 – 0
NC
6786
Nipun Capital
California
$104M – – 4.81% 30.2% 5 – 0
RGI
6787
Resource Group International
Bermuda
$104M – – 23% – 1 – 0
NL
6788
NDWM LLC
California
$104M – – 7.57% – 29 – 0
SFC
6789
Swisher Financial Concepts
Ohio
$104M – – 10.4% – 81 – 0
HA
6790
HFG Advisors
Ohio
$104M +$12.4M +14% 11.2% 69.7% 110 20.91% 1.3
SHF
6791
Stage Harbor Financial
Massachusetts
$104M – – 9.03% – 40 – 0
DW
6792
Durante & Waters
New York
$104M – – 9.59% – 30 – 0
SIA
6793
Schear Investment Advisers
Ohio
$104M +$11M +12% 12.9% 241% 79 2.53% 1
MPCA
6794
Madison Park Capital Advisors
Washington
$104M – – 10.5% – 64 – 0
AA
6795
Armor Advisors
New York
$104M -$123M -54% 8.72% 78.5% 15 20% 1.5
NWMG
6796
National Wealth Management Group
Ohio
$103M +$11.4M +12% 10.7% 123% 164 43.29% 1
GB
6797
Gunma Bank
Japan
$103M -$33.9M -25% 7.12% 24.5% 28 28.57% 1.9
ASG
6798
Ariston Services Group
California
$103M – – 10.5% – 53 – 0
BSHC
6799
Breed's Hill Capital
Massachusetts
$103M – – 11.5% – 88 – 0
SWM
6800
Sanctuary Wealth Management
Idaho
$103M +$11.5M +13% 12.1% – 299 8.7% 1.1