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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
BW
6851
Basepoint Wealth
Iowa
$165M +$23.4M +17% 15.3% 113% 604 83.28%
PW
6852
Pandora Wealth
Illinois
$165M -$668K -0.4% 1.51% 233 6.87%
XWL
6853
XXI Wealth LLC
Illinois
$165M 5.96% 178
RF
6854
Rubicon Founders
Tennessee
$164M -$35M -18% 12.3% 3 0%
FCMV
6855
Foresite Capital Management V
California
$164M +$55.7M +51% 64.3% 401% 7 14.29%
OIM
6856
Opus Investment Management
Massachusetts
$164M +$3.11M +2% 2.09% 52.8% 29 0%
BFAG
6857
Blackston Financial Advisory Group
Florida
$164M -$4.07M -2% 1.89% 69.1% 119 21.85%
BF
6858
Baring Financial
Washington
$164M +$17.5M +12% 1.13% 71 8.45%
PCP
6859
Pantera Capital Partners
California
$164M -$333M -67% 28.2% 20 45%
RFA
6860
Reyes Financial Architecture
California
$164M +$16.9M +11% 3.49% 416 35.1%
CWP
6861
Clark Wealth Partners
Illinois
$164M $0 0% 1.7% 566 1.77%
ULWM
6862
Upper Left Wealth Management
Florida
$164M +$4.76M +3% 0.1% 43.1% 67 2.99%
FIG
6863
FSA Investment Group
Florida
$164M +$3.61M +2% 1.62% 41 9.76%
MAG
6864
M3 Advisory Group
Massachusetts
$164M +$3.7M +2% 3.34% 159 14.47%
S
6865
Systrade
Liechtenstein
$164M +$28.5M +21% 18.9% 230% 19 57.89%
BCA
6866
Bay Capital Advisors
Virginia
$164M +$10.3M +7% 3.32% 113 4.42%
WCM
6867
WestBridge Capital Management
Mauritius
$164M +$6.42M +4% 4.08% 33.3% 1 0%
AFP
6868
Alpha Financial Partners
Kentucky
$164M +$10M +7% 1.94% 61.8% 106 23.58%
MCM
6869
Mork Capital Management
California
$164M +$18.7M +13% 5.99% 61.9% 133 30.83%
DAM
6870
Doheny Asset Management
California
$164M +$6.15M +4% 5.57% 135% 68 14.71%
VCM
6871
Veradace Capital Management
Texas
$164M 4.89% 27
NCG
6872
Newport Capital Group
New Jersey
$164M +$4.55M +3% 0.32% 74 10.81%
CPM
6873
Crescent Park Management
California
$164M -$85.5M -34% 3.52% 87% 36 19.44%
PP
6874
Pingora Partners
Wyoming
$164M +$12.9M +9% 8.43% 210 7.62%
DWMS
6875
Dominguez Wealth Management Solutions
Virginia
$164M +$5.54M +4% 1.98% 47.2% 67 4.48%