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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
BGI
7076
B Group Inc
Texas
$130M +$13.2M +11% 12.2% 20 20%
DCI
7077
Data Collective IV
California
$130M +$43M +49% 75.4% 317% 5 0%
RSF
7078
Rik Saylor Financial
Ohio
$130M +$16.4M +14% 7.5% 83 6.02%
CCM
7079
Clearfield Capital Management
New York
$130M +$53.6M +70% 39.2% 421% 15 80%
GCWM
7080
Guided Capital Wealth Management
Texas
$130M +$10.1M +8% 13.8% 35 2.86%
PSC
7081
Piper Sandler & Co
Minnesota
$130M -$3.26M -2% 0% 0.04% 23 13.04%
CC
7082
Colrain Capital
Massachusetts
$130M +$12.6M +11% 12.1% 24 4.17%
BF
7083
bLong Financial
Tennessee
$130M +$16.9M +15% 17.2% 84 14.29%
CFGW
7084
Chancellor Financial Group WB
Pennsylvania
$129M +$8.37M +7% 9.37% 141 9.93%
CF
7085
Cyr Financial
Illinois
$129M +$17.6M +16% 7.23% 59 16.95%
LI
7086
Latash Investments
Alaska
$129M +$8.26M +7% 11.4% 110% 18 5.56%
BW
7087
Basepoint Wealth
Iowa
$129M +$1.58M +1% 6.06% 113% 111 13.51%
LFS
7088
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 6.4% 71 29.58%
DJFS
7089
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 6.01% 55.7% 16 37.5%
GFA
7090
Gladwyn Financial Advisors
Virginia
$129M 6.51% 82
IWM
7091
IMG Wealth Management
Florida
$129M +$17.7M +16% 8.76% 517 50.1%
MPW
7092
Magnolia Private Wealth
Pennsylvania
$129M +$7.57M +6% 6.92% 118 19.49%
AC
7093
Avant Capital
Louisiana
$129M +$8.67M +7% 5.93% 71 7.04%
CAG
7094
Cypress Advisory Group
Arizona
$129M +$19.2M +18% 4.24% 68 11.76%
CI
7095
CPR Investments
Michigan
$129M +$16.1M +14% 10.3% 79.3% 51 39.22%
DFA
7096
Davies Financial Advisors
California
$129M +$11.5M +10% 11.5% 79 21.52%
SHFA
7097
Sherrill & Hutchins Financial Advisory
Georgia
$129M +$11.4M +10% 5.32% 12 0%
DG
7098
DMC Group
Alabama
$129M +$5.87M +5% 9.05% 99.2% 139 18.71%
PW
7099
Paladin Wealth
Minnesota
$129M +$17.3M +16% 9.51% 115 20%
BC
7100
Broadwater Capital
Massachusetts
$129M +$789K +0.6% 5.19% 227 3.96%