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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
S
6901
Systrade
Liechtenstein
$149M -$14.9M -9% 2.04% 230% 15 26.67%
CPA
6902
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 0.38% 98 8.16%
GIS
6903
Graphene Investments SAS
France
$149M -$10.5M -7% 1.35% 86.5% 44 0%
AF
6904
Atala Financial
California
$149M -$7.87M -5% 3.64% 131 17.56%
NPAN
6905
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 1.52% 58 15.52%
RCM
6906
Rockbridge Capital Management
Virginia
$149M -$16.7M -10% 7.7% 32 18.75%
CWP
6907
Clark Wealth Partners
Illinois
$149M -$15.3M -9% 1.43% 654 22.17%
DAC
6908
Dutch Asset Corp
New York
$149M +$19M +15% 1.49% 102 23.53%
CWA
6909
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 2.76% 87 24.14%
KFSN
6910
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 1.84% 58 6.9%
KCM
6911
KM Capital Management
Texas
$149M -$47.1M -24% 2.13% 50.5% 96 71.88%
FFS
6912
Flavin Financial Services
Florida
$149M +$2.73M +2% 0.54% 72 4.17%
MWM
6913
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 17% 44 15.91%
PWM
6914
Pinnacle Wealth Management
California
$148M -$18.4K -0% 1.99% 194% 42 47.62%
HFS
6915
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 0.3% 92 11.96%
BWMG
6916
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 0.55% 34 8.82%
CSI
6917
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 4.33% 53 11.32%
BTC
6918
Bank & Trust Company
Illinois
$148M +$6.78M +5% 5.23% 304 2.63%
GCA
6919
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 3.03% 76 26.32%
BAWM
6920
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 1.61% 66 28.79%
MCM
6921
Magnolia Capital Management
New York
$148M +$13.9M +10% 1.65% 77.6% 76 3.95%
JWM
6922
JDH Wealth Management
California
$148M +$2.45M +2% 1.74% 54 5.56%
CWP
6923
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 1% 56% 42 2.38%
LC
6924
Lakehouse Capital
Australia
$148M +$9.58M +7% 21.6% 47.2% 14 14.29%
AWA
6925
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 1.26% 27.1% 76 21.05%