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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
EG
7051
Ellerson Group
Maryland
$169M +$16.7M +11% 12.8% 148% 66 10.61%
ANHIM
7052
Alan N. Hoffman Investment Management
Massachusetts
$169M +$17.7M +12% 13.1% 76.8% 14 7.14%
WS
7053
Wilian Securities
Minnesota
$169M +$129M +315% 13.2% 93 43.01%
PWM
7054
Palacios Wealth Management
Florida
$169M +$9.41M +6% 27.6% 78 6.41%
JD6
7055
J Digital 6
Illinois
$169M +$29M +21% 6.6% 3 33.33%
FWMM
7056
Foundation Wealth Management (Missouri)
Missouri
$169M +$21.1M +14% 15.1% 64% 52 21.15%
DCM
7057
Davis Capital Management
Florida
$169M +$21.4M +14% 11.3% 1,286 55.44%
DIG
7058
Daniel Investment Group
Michigan
$169M 7.08% 33
FCM
7059
Fairbanks Capital Management
California
$169M +$9.09M +6% 14.8% 81.3% 52 11.54%
MSWA
7060
Marshall & Sterling Wealth Advisors
New York
$169M +$16M +10% 11.3% 356 8.15%
PWCM
7061
Processus Wealth & Capital Management
Tennessee
$169M +$21.5M +15% 22.2% 36 5.56%
SFG
7062
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 9.79% 14 0%
NDBT
7063
North Dallas Bank & Trust
Texas
$169M +$20.9M +14% 17.2% 119 13.45%
GGA
7064
Granite Group Advisors
Connecticut
$169M +$3.34M +2% 10.4% 96 22.92%
AIM
7065
Athena Investment Management
California
$169M -$24.1M -13% 19% 80.6% 156 17.31%
BCG
7066
Bravias Capital Group
New Jersey
$168M +$15.5M +10% 9.7% 101 8.91%
SFS
7067
Sunrise Financial Services
Washington
$168M +$27.2M +19% 15.5% 658 16.26%
E3F
7068
Eight 31 Financial
Texas
$168M +$2.61M +2% 3.56% 75 16%
KLCM
7069
KG&L Capital Management
Louisiana
$168M +$28.6M +21% 16.5% 84.2% 150 23.33%
CF
7070
CBM Financial
Texas
$168M +$7.82M +5% 11.5% 18 22.22%
SIM
7071
Sentry Investment Management
Wisconsin
$168M +$22.2M +15% 14.9% 103% 1 0%
USWIA
7072
UP Strategic Wealth Investment Advisors
Pennsylvania
$168M +$9.15M +6% 17.8% 108 12.96%
VFS
7073
Valpey Financial Services
New Hampshire
$168M +$14.2M +9% 9.77% 77 3.9%
KK
7074
Karl Kapital
California
$168M +$23.6M +16% 26.9% 33 57.58%
RCA
7075
Runnymede Capital Advisors
Ohio
$168M +$51.4M +44% 70.2% 81 12.35%