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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
GRA
6876
Golden Road Advisors
Florida
$128M -$4.13M -3% 4.63% 40 7.5%
TFP
6877
Traction Financial Partners
Wyoming
$128M -$621K -0.5% 3.31% 61 19.67%
WAM
6878
Wernau Asset Management
Massachusetts
$128M -$6.18M -5% 2.9% 50 2%
SM
6879
Soapstone Management
Maryland
$128M +$21.6M +20% 0.81% 30.3% 16 18.75%
AWA
6880
Authentikos Wealth Advisory
California
$128M +$26.8M +27% 2.5% 43.5% 108 68.52%
TPW
6881
Turn8 Private Wealth
$128M -$12.4M -9% 2.95% 54 22.22%
BW
6882
Basepoint Wealth
Iowa
$128M +$2.39M +2% 9.19% 113% 110 9.09%
BWG
6883
Berry Wealth Group
Texas
$128M -$10.8M -8% 3.21% 113 30.09%
BC
6884
Broadwater Capital
Massachusetts
$128M -$2.73M -2% 0.62% 233 3.43%
HCM
6885
Hestia Capital Management
Pennsylvania
$128M -$17.5M -12% 23.7% 30 86.67%
DAM
6886
Doheny Asset Management
California
$128M -$6.28M -5% 5.69% 135% 66 9.09%
MCM
6887
Mork Capital Management
California
$128M -$24.3M -16% 6.37% 61.9% 127 18.9%
PBRA
6888
Pine Brook Road Advisors
New York
$128M -$11.9M -9% 7.83% 2 0%
FWMM
6889
Foundation Wealth Management (Missouri)
Missouri
$128M -$1.14M -0.9% 2.95% 64% 45 2.22%
PFP
6890
Paragon Financial Partners
California
$128M -$5.14M -4% 3.2% 90.6% 71 2.82%
BWM
6891
BCO Wealth Management
New Mexico
$128M +$7.3M +6% 0.46% 34 11.76%
BFS
6892
Burr Financial Services
California
$127M -$20.7M -14% 12.1% 35 14.29%
GPA
6893
Guerra Pan Advisors
New Jersey
$127M -$10.7M -8% 5.94% 135% 112 6.25%
API
6894
Asset Planning Inc
California
$127M -$3.86M -3% 1.79% 332 13.55%
IPAM
6895
Investment Partners Asset Management
New Jersey
$127M +$1.26K +0% 0.73% 157 10.83%
VBCG
6896
Valley Brook Capital Group
Pennsylvania
$127M -$6.46M -5% 1.3% 106% 118 10.17%
DSCM
6897
Del-Sette Capital Management
New York
$127M +$4.14M +3% 2.61% 108% 42 30.95%
MCM
6898
MidAtlantic Capital Management
Virginia
$127M -$9.22M -7% 3.2% 246 68.29%
ACL
6899
Applied Capital LLC
Florida
$127M -$1.78M -1% 2.55% 71% 92 10.87%
DJYG
6900
David J. Yvars Group
Florida
$127M -$36.8M -22% 5.05% 125% 80 18.75%