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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
BA
6801
Brightwater Advisory
Florida
$139M +$12.6M +10% 6.74% 63 7.94%
OL
6802
OneFund LLC
Florida
$139M +$41M +42% 14.2% 506 74.7%
DWS
6803
Dynamic Wealth Strategies
California
$139M +$18.6M +15% 6.62% 246 10.16%
MSF
6804
Mustard Seed Financial
Arkansas
$139M +$14.5M +12% 7.42% 87 8.05%
AFP
6805
Alpha Financial Partners
Kentucky
$139M +$14.2M +11% 9.35% 51.3% 100 26%
SOWAS
6806
Silver Oak Wealth Advisors Services
California
$139M +$26.6M +24% 7.97% 38 18.42%
XXIP
6807
Xiamen Xinweidachuang Investment Partnership
China
$139M +$9.77M +8% 7.58% 28.5% 1 0%
SO
6808
Sierra Ocean
California
$139M +$12M +9% 8.41% 1,132 16.52%
AFA
6809
Antonelli Financial Advisors
Michigan
$139M +$14.3M +12% 10.1% 48 8.33%
PWM
6810
Parkworth Wealth Management
California
$139M +$13.2M +11% 7.76% 1,404 16.31%
TPW
6811
Turn8 Private Wealth
$138M +$10.5M +8% 11.5% 54 24.07%
MVA
6812
Mount Vernon Associates
Maryland
$138M +$15.8M +13% 14.1% 119% 56 8.93%
TPCM
6813
Templeton & Phillips Capital Management
Tennessee
$138M -$610K -0.4% 5.68% 70.2% 52 19.23%
CC
6814
Cultivar Capital
Texas
$138M +$14.1M +11% 1.47% 43 39.53%
TA
6815
TPG Advisors
Illinois
$138M +$11.4M +9% 8% 98 9.18%
ADMI
6816
Albert D. Mason Inc
Massachusetts
$138M -$8.92M -6% 6.53% 82% 151 9.93%
PSFG
6817
Park Square Financial Group
Georgia
$138M +$12.1M +10% 15.3% 1,055 13.36%
HCWM
6818
Hidden Cove Wealth Management
Washington
$138M +$11.6M +9% 8.01% 81 30.86%
FP
6819
Factorial Partners
New York
$138M -$24.2M -15% 5.89% 78.3% 71 18.31%
WAG
6820
Wallace Advisory Group
California
$138M -$6.71M -5% 3.75% 43.5% 202 22.28%
AIM
6821
Archer Investment Management
Texas
$138M -$6.79M -5% 5.99% 61 19.67%
CTFG
6822
Capstone Triton Financial Group
Oklahoma
$138M 11.9% 87
CC
6823
Capstone Capital
Nevada
$138M +$13.1M +11% 8.74% 24 12.5%
ACL
6824
Applied Capital LLC
Florida
$138M +$10.5M +8% 8.5% 71% 89 8.99%
SCA
6825
Sippican Capital Advisors
Massachusetts
$138M +$5M +4% 5.48% 90.1% 114 6.14%