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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
7226
bLong Financial
Tennessee
$132M -$11M -8% 3.33% 81 14.81%
AIP
7227
Alapocas Investment Partners
Massachusetts
$132M -$17M -11% 8.61% 51.7% 21 9.52%
DFC
7228
DBK Financial Counsel
Ohio
$132M +$1.85M +1% 0.17% 52.9% 61 6.56%
MFG
7229
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 1.17% 27 51.85%
PM
7230
Penbrook Management
New York
$132M -$12.9M -9% 1.08% 103% 105 19.05%
BAWC
7231
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 0.26% 50.7% 83 13.25%
AWM
7232
Alterna Wealth Management
Texas
$132M +$12.1M +10% 1.59% 48% 115 20.87%
DQRIM
7233
Dale Q Rice Investment Management
Washington
$132M -$7.61M -5% 5.77% 69 7.25%
SA
7234
Sincerus Advisory
New York
$132M +$7.55M +6% 1.08% 79 10.13%
GCM
7235
Gunpowder Capital Management
Maryland
$132M +$3.37M +3% 0.82% 447 10.51%
TCPW
7236
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 1.81% 102 13.73%
RWA
7237
Reicon Wealth Advisors
Georgia
$132M -$6.35M -5% 3.11% 78 32.05%
RYA
7238
Richard Young Associates
Georgia
$132M +$3.65M +3% 2.67% 27 14.81%
RSF
7239
Rik Saylor Financial
Ohio
$132M -$4.83M -4% 1.22% 86 4.65%
VF
7240
Visa Foundation
California
$132M -$10.2M -7% 7.18% 37.7% 1 0%
AFP
7241
ATX Financial Planning
Texas
$132M +$1.95M +2% 3.22% 100 32%
GCM
7242
Graver Capital Management
Ohio
$132M +$5.07M +4% 1.12% 25 4%
FF
7243
Fairway Financial
Florida
$132M -$962K -0.7% 0.46% 23 4.35%
PAG
7244
Paladin Advisory Group
Iowa
$131M -$5.46M -4% 1.58% 53.3% 247 3.24%
DWA
7245
Delta Wealth Advisors
Indiana
$131M +$12M +10% 1.22% 49 10.2%
SWP
7246
SIMA Wealth Partners
Virginia
$131M -$220K -0.2% 1.11% 133 3.76%
VFP
7247
Vested Financial Planning
California
$131M +$1.39M +1% 1.07% 30 10%
ACM
7248
Alcosta Capital Management
California
$131M -$27.7M -17% 6.96% 169% 26 15.38%
SG
7249
Stanich Group
New York
$131M -$1.43M -1% 3.5% 50 12%
PWM
7250
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 0.1% 69 5.8%