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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
AIFAIM
6801
American Institute for Advanced Investment Management
Arizona
$154M -$1.23M -0.8% 0.73% 72.8% 158 8.23%
PWC
6802
Pathfinder Wealth Consulting
North Carolina
$154M -$4.1M -3% 1.37% 177 14.12%
SI
6803
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 2.96% 70 18.57%
NL
6804
NDWM LLC
California
$154M +$3.08M +2% 1.41% 39 15.38%
PWA
6805
Perspective Wealth Advisors
Colorado
$154M +$13.8M +10% 0.2% 58 10.34%
FGI
6806
Foresight Global Investors
New York
$154M -$58.5M -28% 4.26% 72.8% 31 19.35%
FW
6807
Fidato Wealth
Ohio
$154M -$2.52M -2% 2.72% 15 0%
SHU
6808
SBI Holdings USA
California
$154M +$26M +20% 20.3% 1 0%
AFC
6809
Alpine Fox Capital
Nevada
$154M -$35.5M -19% 15.4% 23 47.83%
SOWAS
6810
Silver Oak Wealth Advisors Services
California
$154M -$1.09M -0.7% 0.18% 39 7.69%
CPCP
6811
Cedar Point Capital Partners
Iowa
$154M -$2.68M -2% 0.54% 77 18.18%
CCA
6812
Cravens & Co Advisors
Tennessee
$154M +$1.22M +0.8% 0.15% 52.1% 71 21.13%
HPM
6813
H. Partners Management
New York
$154M -$4.18M -3% 24.3% 30.8% 3 33.33%
MDP
6814
Millbank Dartmoor Portsmouth
North Carolina
$154M -$49.8M -24% 5.16% 2 50%
VFS
6815
Valpey Financial Services
New Hampshire
$154M -$2.91M -2% 0.63% 75 4%
NWM
6816
Nova Wealth Management
Florida
$154M +$7.65M +5% 2.12% 650 26.62%
RFMS
6817
RWQ Financial Management Services
Florida
$153M -$64M -29% 1.12% 415% 26 38.46%
BVC
6818
Bright Valley Capital
Hong Kong
$153M -$116M -43% 1.8% 20 60%
DAM
6819
Doheny Asset Management
California
$153M -$10.4M -6% 1.47% 135% 66 15.15%
PPF
6820
Pacific Park Financial
California
$153M -$6.98M -4% 1.07% 78 11.54%
WG
6821
Warner Group
Connecticut
$153M -$9.1M -6% 0.28% 83 16.87%
BCI
6822
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 2.39% 122 42.62%
WGS
6823
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 0.24% 60 11.67%
APW
6824
Atlantic Private Wealth
North Carolina
$153M -$3.43M -2% 1.32% 55.7% 410 27.8%
MPIM
6825
McGinn Penninger Investment Management
Virginia
$153M -$19.2M -11% 0.26% 51.9% 35 2.86%