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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
DJFS
7001
Dean Jacobson Financial Services
Texas
$158M +$20M +15% 1.97% 55.7% 19 21.05%
GA
7002
Gagnon Advisors
New York
$158M -$4.44M -3% 3.45% 129% 24 4.17%
IWM
7003
IMG Wealth Management
Florida
$157M +$9.64M +7% 2.74% 659 27.31%
PIP
7004
PB Investment Partners
California
$157M +$10.2M +7% 7.66% 81.1% 9 11.11%
HWMC
7005
Heritage Wealth Management (California)
California
$157M +$8.12M +5% 1.7% 99 17.17%
FWM
7006
Fingerlakes Wealth Management
New York
$157M +$3.97M +3% 2.77% 80.2% 100 5%
SVWA
7007
Sarver Vrooman Wealth Advisors
Missouri
$157M +$1.72M +1% 0.13% 139 7.91%
MCA
7008
McGuire Capital Advisors
Oklahoma
$157M 0.82% 942
RB
7009
Richmond Brothers
Michigan
$157M -$1.27M -0.8% 1.4% 77.2% 36 5.56%
EU
7010
Emory University
Georgia
$157M +$10.8K +0% 1.52% 7 0%
FI
7011
FWG Investments
Kentucky
$157M +$11.2M +8% 1.99% 118 17.8%
RFN
7012
Redwood Financial Network
Ohio
$157M -$1.07M -0.7% 1.77% 74.1% 188 11.7%
PAS
7013
Parsonex Advisory Services
Colorado
$157M +$9.93M +7% 4.94% 105 10.48%
LWP
7014
LFG Wealth Partners
Kentucky
$157M 5.22% 81
RA
7015
RiverTree Advisors
Florida
$157M +$851K +0.5% 0.46% 25.4% 66 24.24%
AF
7016
Atala Financial
California
$157M -$2.91M -2% 3.25% 132 10.61%
AWA
7017
Archvest Wealth Advisors
California
$157M +$43.8M +39% 1.95% 47.8% 71 21.13%
KFO
7018
Kopp Family Office
Minnesota
$157M +$3.03M +2% 6.11% 34% 26 19.23%
CPCP
7019
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 2.55% 70 7.14%
VFS
7020
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 1.26% 73 2.74%
FW
7021
Fidato Wealth
Ohio
$157M +$4.41M +3% 0.66% 16 12.5%
SWM
7022
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 1.41% 58 22.41%
BAS
7023
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 1.51% 68 16.18%
MCWA
7024
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 3.42% 143 7.69%
CGA
7025
Channing Global Advisors
Florida
$156M +$11.9M +8% 9.87% 131% 47 19.15%