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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
PWA
7026
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 0.45% 182% 124 33.06%
SRS
7027
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 4.96% 93 17.2%
CA
7028
Chatterton & Associates
California
$143M +$25.9M +22% 0.12% 102 22.55%
BAG
7029
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 0.28% 70 37.14%
BRIA
7030
Balanced Rock Investment Advisors
Massachusetts
$143M +$1.85M +1% 0.93% 98 8.16%
AWA
7031
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 2.04% 58 6.9%
ALM
7032
Argosy-Lionbridge Management
New York
$143M -$15.7M -10% 8.91% 18 44.44%
NWM
7033
Navigate Wealth Management
Alabama
$142M 0.37% 72
PC
7034
Panoramic Capital
California
$142M -$43.9M -24% 20.7% 54 57.41%
SF
7035
SageOak Financial
Oklahoma
$142M +$4.16M +3% 0.35% 36 11.11%
PSB
7036
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 0.34% 85.5% 421 5.23%
LFA
7037
Laraway Financial Advisors
Minnesota
$142M -$11.2M -7% 0.66% 92.3% 133 4.51%
AFA
7038
Avant Financial Advisors
Texas
$142M +$3.11M +2% 0.69% 67 2.99%
WCFP
7039
White & Co Financial Planning
Washington
$142M +$8.47M +6% 0.87% 20 5%
AC
7040
Avant Capital
Louisiana
$142M -$3.44M -2% 0.3% 81 8.64%
TA
7041
Teton Advisors
New York
$142M -$1.93M -1% 10.4% 78.4% 159 8.18%
IWB
7042
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 2.92% 71 15.49%
KCAM
7043
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 1.1% 70 10%
OFG
7044
Opulen Financial Group
Virginia
$142M +$4.82M +4% 0.42% 117 10.26%
HA
7045
HFG Advisors
Ohio
$142M +$4.09M +3% 0.37% 69.7% 125 18.4%
SR
7046
Summer Road
Florida
$142M +$4.32M +3% 12.9% 130% 25 20%
EC
7047
EJF Capital
Virginia
$142M -$34.2M -19% 0.01% 102% 81 20.99%
SF
7048
Seek First
California
$142M -$3.2M -2% 0.8% 62 11.29%
KFP
7049
Kerr Financial Planning
California
$142M +$67.9M +92% 10.5% 545 11.01%
OC
7050
Opinicus Capital
Florida
$142M -$1.61M -1% 1.19% 107 13.08%