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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
CFGW
7001
Chancellor Financial Group WB
Pennsylvania
$129M +$8.37M +7% 9.37% 141 9.93%
CF
7002
Cyr Financial
Illinois
$129M +$17.6M +16% 7.23% 59 16.95%
LI
7003
Latash Investments
Alaska
$129M +$8.26M +7% 11.4% 126% 18 5.56%
BW
7004
Basepoint Wealth
Iowa
$129M +$1.58M +1% 6.06% 109% 111 13.51%
LFS
7005
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 6.4% 71 29.58%
DJFS
7006
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 6.01% 55.7% 16 37.5%
GFA
7007
Gladwyn Financial Advisors
Virginia
$129M 6.51% 82
IWM
7008
IMG Wealth Management
Florida
$129M +$17.7M +16% 8.76% 517 50.1%
MPW
7009
Magnolia Private Wealth
Pennsylvania
$129M +$7.57M +6% 6.92% 118 19.49%
AC
7010
Avant Capital
Louisiana
$129M +$8.67M +7% 5.93% 71 7.04%
CAG
7011
Cypress Advisory Group
Arizona
$129M +$19.2M +18% 4.24% 68 11.76%
CI
7012
CPR Investments
Michigan
$129M +$16.1M +14% 10.3% 79.3% 51 39.22%
DFA
7013
Davies Financial Advisors
California
$129M +$11.5M +10% 11.5% 79 21.52%
SHFA
7014
Sherrill & Hutchins Financial Advisory
Georgia
$129M +$11.4M +10% 5.32% 12 0%
DG
7015
DMC Group
Alabama
$129M +$5.87M +5% 9.05% 99.2% 139 18.71%
PW
7016
Paladin Wealth
Minnesota
$129M +$17.3M +16% 9.51% 115 20%
VF
7017
Visa Foundation
California
$129M -$4.27M -3% 11.9% 48.5% 1 0%
MC
7018
Marest Capital
California
$129M +$8.15M +7% 12.3% 30 56.67%
7CM
7019
7G Capital Management
New York
$129M +$11.8M +10% 13% 128% 8 12.5%
DWA
7020
Delos Wealth Advisors
Texas
$128M +$2.11M +2% 6.3% 46.2% 262 79.01%
DC
7021
Dahring Cusmano
Michigan
$128M +$12.2M +11% 8.09% 56 3.57%
DI
7022
Disciplined Investors
Texas
$128M +$17.5M +16% 11% 123 8.13%
SMAM
7023
Sugar Maple Asset Management
Wisconsin
$128M +$1.24M +1% 4.33% 85 32.94%
USWG
7024
U.S. Wealth Group
New York
$128M +$2.07M +2% 10.2% 42 7.14%
USWIA
7025
UP Strategic Wealth Investment Advisors
Pennsylvania
$128M +$15.8M +14% 12.6% 101 20.79%