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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
CFG
7201
Certior Financial Group
Pennsylvania
$148M -$2.51M -2% 0.09% 147 17.01%
PFO
7202
Pioneer Family Office
Florida
$148M 2.19% 136
MWS
7203
MFA Wealth Services
California
$148M +$3.14M +2% 2.68% 125 8.8%
BA
7204
Brightwater Advisory
Florida
$148M +$2.37M +2% 1.9% 61 6.56%
BGAI
7205
Bruce G. Allen Investments
Colorado
$148M +$8.25M +6% 3.85% 1,130 8.76%
EG
7206
Ellerson Group
Maryland
$148M -$12.9M -8% 4.8% 148% 62 16.13%
DIGDR
7207
Dynamo Internacional Gestao de Recursos
Brazil
$148M -$38.3M -21% 11.7% 34.1% 8 25%
FFG
7208
Floyd Financial Group
Missouri
$148M +$12.8M +9% 1.5% 75 28%
SFCM
7209
Seven Fleet Capital Management
California
$148M 44% 85
ACMC
7210
AyurMaya Capital Management Company
New Hampshire
$148M +$87.4M +145% 145% 32.2% 1 0%
NJIM
7211
Nabity-Jensen Investment Management
Nebraska
$148M +$3.39M +2% 2.79% 70 1.43%
CFGW
7212
Chancellor Financial Group WB
Pennsylvania
$148M +$5.86M +4% 4.11% 144 13.19%
CI
7213
Chartist Inc
California
$148M +$1.06M +0.7% 1.13% 22 13.64%
AZ
7214
Aquamarine Zurich
Switzerland
$148M -$170M -54% 1.23% 74.8% 14 50%
OFO
7215
OneAscent Family Office
Alabama
$148M +$24.6M +20% 3.02% 192 23.96%
RB
7216
Renasant Bank
Mississippi
$147M -$10.1M -6% 2.65% 65% 154 11.69%
SWMG
7217
Stillwater Wealth Management Group
Florida
$147M +$4.58M +3% 4.23% 78 8.97%
SWM
7218
Sagace Wealth Management
Florida
$147M +$292K +0.2% 0.15% 67 2.99%
ACP
7219
Acuta Capital Partners
California
$147M +$50.5M +52% 186% 7,269% 35 34.29%
TWM
7220
TopTier Wealth Management
Wisconsin
$147M 2.19% 121
CF
7221
CBM Financial
Texas
$147M 2.06% 16
MEAC
7222
M.E. Allison & Co
Texas
$147M +$3.52M +2% 2.34% 189 12.17%
LFA
7223
Longview Financial Advisors
Alabama
$147M +$6.93M +5% 2.93% 48 10.42%
CBOR
7224
Community Bank of Raymore
Missouri
$147M +$2.55M +2% 2.86% 89.6% 76 3.95%
RPA
7225
Redwood Park Advisors
California
$147M -$4.36M -3% 0.63% 344 13.37%