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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
BF
7151
Bonfire Financial
Colorado
$122M +$13.4M +12% 7.99% 53 7.55%
RIA
7152
Richwood Investment Advisors
Ohio
$122M +$4.13M +4% 5.18% 66% 102 6.86%
CG
7153
Clifford Group
Massachusetts
$122M +$14.7M +14% 12.2% 52.9% 85 12.94%
PWM
7154
Palacios Wealth Management
Florida
$122M -$13M -10% 26.7% 77 24.68%
FG
7155
Fairman Group
Pennsylvania
$122M +$12.5M +11% 7.17% 261 3.07%
RWP
7156
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 10.1% 37 5.41%
WU
7157
Washington University
Missouri
$121M +$10.5M +10% 30.2% 44% 4 50%
AFA
7158
Avant Financial Advisors
Texas
$121M +$11.1M +10% 8.14% 65 3.08%
ACP
7159
Argyle Capital Partners
California
$121M +$4.71M +4% 6.17% 150 8%
SIA
7160
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 4.85% 56 3.57%
SCM
7161
Shorepath Capital Management
Utah
$121M -$11.2M -8% 10.9% 24 8.33%
AWA
7162
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 12.4% 134 16.42%
PWM
7163
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% 54 24.07%
LW
7164
Lauer Wealth
Indiana
$121M -$8.81M -7% 13.6% 75.5% 73 50.68%
AFW
7165
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% 167 32.34%
GDCM
7166
Galaxy Digital Capital Management
New York
$121M +$32.9M +37% 68.4% 57 59.65%
BCM
7167
Boreal Capital Management
Florida
$121M 9.67% 488
CPA
7168
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% 89 8.99%
EBA
7169
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 78.4% 119 10.08%
HAM
7170
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% 94 8.51%
PA
7171
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% 65 16.92%
ACMC
7172
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% 11 27.27%
LF
7173
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% 95 12.63%
GCG
7174
Gilbert Capital Group
Maine
$121M 8.78% 48
IWB
7175
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% 55 16.36%