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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
PFG
7026
Pacific Financial Group
Washington
$128M +$4.2M +3% 9.24% 48.4% 64 18.75%
HFS
7027
Hopwood Financial Services
Virginia
$128M -$1.61M -1% 8.31% 313 9.27%
AAA
7028
American Alpha Advisors
New York
$128M +$8.58M +7% 10.2% 105 36.19%
ACM
7029
Aryeh Capital Management
Ontario, Canada
$128M -$12.3M -9% 1.19% 87.7% 15 33.33%
TA
7030
Tiptree Advisors
New York
$128M +$6.83M +6% 17.4% 30 53.33%
BWA
7031
Blodgett Wealth Advisors
California
$128M +$10.3M +9% 16.9% 112% 64 9.38%
GSWA
7032
Good Steward Wealth Advisors
Tennessee
$128M +$17.7M +16% 4.63% 134 35.07%
CAM
7033
Clio Asset Management
Virginia
$128M +$1.81M +1% 6.6% 70% 15 6.67%
HGP
7034
Haven Global Partners
Georgia
$127M +$32M +34% 14.5% 10 0%
FC
7035
Farley Capital
New York
$127M +$19.5M +18% 13.2% 105% 18 16.67%
BRIA
7036
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 6.91% 99 13.13%
PHIC
7037
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 9.51% 72.1% 116 6.9%
S
7038
Steadtrust
Texas
$127M 9.8% 115
BC
7039
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 50.8% 86 16.28%
DW
7040
Durante & Waters
New York
$127M +$8.09M +7% 6.87% 32 6.25%
TCM
7041
TAM Capital Management
Connecticut
$127M +$7.86M +7% 7.71% 0.76% 5 40%
CFP
7042
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 15.5% 355 12.11%
SA
7043
Seneschal Advisors
Washington
$127M +$10.3M +9% 6.23% 39 15.38%
FB
7044
Finward Bancorp
Indiana
$127M +$11.2M +10% 11.4% 106 6.6%
PWCM
7045
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 15.7% 35 5.71%
RE
7046
Rydar Equities
Texas
$127M 12.1% 95
CBCM
7047
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 0.26% 39.2% 6 0%
PPWM
7048
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 6.69% 81 22.22%
CWR
7049
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 55.6% 33 9.09%
GCM
7050
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% 87 34.48%