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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
IPGDR
7001
Investidor Profissional Gestao de Recursos
Brazil
$172M -$133M -44% 8.92% 51.8% 29 27.59%
PPF
7002
Pacific Park Financial
California
$172M +$19.1M +12% 9.86% 80 12.5%
IWB
7003
Innovative Wealth Building
Maryland
$172M +$30M +21% 14.4% 87 22.99%
AGP
7004
Aspire Growth Partners
Florida
$172M +$26.4M +18% 19.2% 135 15.56%
NA
7005
Networth Advisors
Pennsylvania
$172M +$30.6M +22% 9.77% 452 30.53%
CCG
7006
Coastwise Capital Group
California
$172M -$8.07M -4% 17.1% 88.8% 152 21.71%
PW
7007
Paladin Wealth
Minnesota
$172M +$26.6M +18% 11.7% 146 22.6%
SI
7008
Stonekeep Investments
New Mexico
$172M +$17.6M +11% 10.4% 83 22.89%
GCM
7009
Gambit Capital Management
Tennessee
$172M +$26.6M +18% 15.6% 109 21.1%
GIS
7010
Graphene Investments SAS
France
$172M +$22.8M +15% 17.8% 86.5% 45 8.89%
CFA
7011
Collaborative Fund Advisors
Nevada
$172M +$9.86M +6% 16.8% 251 63.75%
STA
7012
Shade Tree Advisors
New York
$172M +$32.1M +23% 34.7% 30 13.33%
NS
7013
Northland Securities
Minnesota
$172M +$66.6M +63% 19.5% 124 19.35%
WFP
7014
Welch Financial Planning
Colorado
$172M +$32.6M +23% 19% 77 20.78%
BLFG
7015
Brian Low Financial Group
Louisiana
$171M +$24.3M +16% 9.23% 128 18.75%
BWMG
7016
Bannerman Wealth Management Group
Texas
$171M +$23M +15% 11.3% 38 15.79%
LWM
7017
Lifetime Wealth Management
Texas
$171M -$4.5M -3% 0.25% 94 12.77%
PP
7018
Pingora Partners
Wyoming
$171M +$2.57M +2% 6.63% 191 7.33%
DSCM
7019
Del-Sette Capital Management
New York
$171M +$4.12M +2% 11.6% 108% 51 15.69%
FW
7020
Fidato Wealth
Ohio
$171M +$17.1M +11% 12.6% 16 18.75%
CPC
7021
CFC Planning Company
Indiana
$171M +$30.9M +22% 24.5% 88 37.5%
GCWM
7022
Guided Capital Wealth Management
Texas
$171M +$19.4M +13% 10.3% 37 13.51%
AIP
7023
Alexis Investment Partners
Texas
$171M +$25.8M +18% 13.8% 42 26.19%
LFA
7024
Longview Financial Advisors
Alabama
$171M +$7.33M +4% 5.15% 162 73.46%
RW
7025
Ridgeline Wealth
Arizona
$171M +$31.3M +22% 13.7% 61 16.39%