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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
NL
6801
NDWM LLC
California
$154M +$3.08M +2% 1.41% 39 15.38%
PWA
6802
Perspective Wealth Advisors
Colorado
$154M +$13.8M +10% 0.2% 58 10.34%
FGI
6803
Foresight Global Investors
New York
$154M -$58.5M -28% 4.26% 62.9% 31 19.35%
FW
6804
Fidato Wealth
Ohio
$154M -$2.52M -2% 2.72% 15 0%
SHU
6805
SBI Holdings USA
California
$154M +$26M +20% 20.3% 1 0%
AFC
6806
Alpine Fox Capital
Nevada
$154M -$35.5M -19% 15.4% 23 47.83%
SOWAS
6807
Silver Oak Wealth Advisors Services
California
$154M -$1.09M -0.7% 0.18% 39 7.69%
CPCP
6808
Cedar Point Capital Partners
Iowa
$154M -$2.68M -2% 0.54% 77 18.18%
CCA
6809
Cravens & Co Advisors
Tennessee
$154M +$1.22M +0.8% 0.15% 52.1% 71 21.13%
HPM
6810
H. Partners Management
New York
$154M -$4.18M -3% 24.3% 30.8% 3 33.33%
MDP
6811
Millbank Dartmoor Portsmouth
North Carolina
$154M -$49.8M -24% 5.16% 2 50%
VFS
6812
Valpey Financial Services
New Hampshire
$154M -$2.91M -2% 0.63% 75 4%
NWM
6813
Nova Wealth Management
Florida
$154M +$7.65M +5% 2.12% 650 26.62%
RFMS
6814
RWQ Financial Management Services
Florida
$153M -$64M -29% 1.12% 415% 26 38.46%
BVC
6815
Bright Valley Capital
Hong Kong
$153M -$116M -43% 1.8% 20 60%
DAM
6816
Doheny Asset Management
California
$153M -$10.4M -6% 1.47% 121% 66 15.15%
PPF
6817
Pacific Park Financial
California
$153M -$6.98M -4% 1.07% 78 11.54%
WG
6818
Warner Group
Connecticut
$153M -$9.1M -6% 0.28% 83 16.87%
BCI
6819
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 2.39% 122 42.62%
WGS
6820
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 0.24% 60 11.67%
APW
6821
Atlantic Private Wealth
North Carolina
$153M -$3.43M -2% 1.32% 46.2% 410 27.8%
MPIM
6822
McGinn Penninger Investment Management
Virginia
$153M -$19.2M -11% 0.26% 51.9% 35 2.86%
OCM
6823
Orser Capital Management
Texas
$153M -$24M -14% 0.74% 122% 55 16.36%
BCG
6824
Bravias Capital Group
New Jersey
$153M -$12.4M -8% 0.62% 117 25.64%
BCM
6825
Berbice Capital Management
New York
$153M -$13.7M -8% 6.2% 190 40%