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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
ZRP
6901
Zynergy Retirement Planning
New Jersey
$163M +$3.97M +3% 0.8% 29 10.34%
PFP
6902
Paragon Financial Partners
California
$163M +$4.13M +3% 1.59% 90.6% 77 9.09%
EV
6903
EJMK Ventures
Illinois
$162M 2.83% 175
S
6904
Steadtrust
Texas
$162M +$14.8M +10% 12.2% 132 18.94%
LW
6905
Livet Wealth
Utah
$162M 0.76% 116
GC
6906
Gould Capital
Washington
$162M +$724K +0.4% 2.52% 60.1% 219 10.96%
WG
6907
Warner Group
Connecticut
$162M +$17M +12% 2.76% 78 28.21%
DWM
6908
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 1.05% 139 10.79%
DF
6909
Downshift Financial
Colorado
$162M 1.99% 68
AI
6910
Axecap Investments
Ohio
$162M +$286K +0.2% 5.02% 102 47.06%
SR
6911
Syntax Research
Florida
$162M +$6.56M +4% 3.7% 42.9% 181 8.84%
DSCM
6912
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 2.5% 108% 61 22.95%
OPF
6913
Old Peak Finance
North Carolina
$162M 2.48% 87
NWM
6914
Navigoe Wealth Management
California
$162M +$5.38M +3% 3.7% 276 5.43%
BBA
6915
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 2.13% 59.5% 132 12.12%
NAM
6916
NewGen Asset Management
Ontario, Canada
$162M -$212M -57% 21.7% 402% 40 72.5%
TT
6917
TI-Trust
Illinois
$162M +$3.08M +2% 3.02% 85.8% 132 3.79%
FH
6918
Financial Harvest
Florida
$162M +$13.6M +9% 2.88% 62 6.45%
AWF
6919
Alpha Wealth Funds
Utah
$162M +$25M +18% 1.35% 64 43.75%
CFG
6920
Copley Financial Group
California
$162M +$15.5M +11% 5.73% 134 38.06%
2C
6921
22C Capital
Florida
$162M 4.74% 1
PTCG
6922
Pring Turner Capital Group
California
$162M -$2.22M -1% 0.82% 70.8% 71 7.04%
BGWM
6923
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 1.37% 134 3.73%
MPW
6924
MGO Private Wealth
California
$162M -$5.26M -3% 1.46% 51.5% 69 5.8%
BCG
6925
BayBridge Capital Group
California
$161M +$4.57M +3% 2.78% 100 9%