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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
TF
7226
Tenzing Financial
Virginia
$133M +$10M +8% 0.42% 74 13.51%
LFS
7227
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 1.55% 68 25%
SFG
7228
Synergy Financial Group
California
$133M -$9.21M -6% 9.2% 133% 137 26.28%
FAI
7229
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 0.23% 125 3.2%
SVP
7230
Strategic Value Partners
Connecticut
$133M -$75.4M -36% 36.2% 1 0%
PWP
7231
Phillips Wealth Planners
Mississippi
$133M +$8.27M +7% 1.83% 82% 227 24.67%
BF
7232
Bonfire Financial
Colorado
$133M -$1.04M -0.8% 2.7% 59 5.08%
HWMG
7233
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 3.9% 104 26.92%
CAG
7234
Centerpoint Advisory Group
Kansas
$133M +$3.01M +2% 2.46% 114 11.4%
FTEA
7235
Forty-three Eighteen Advisors
Arkansas
$133M +$4.09M +3% 7.77% 90 35.56%
WT
7236
WHI Trust
Illinois
$133M +$2.98M +2% 1.23% 95 8.42%
MWM
7237
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 0.31% 75 10.67%
STFP
7238
Signal Tree Financial Partners
Ohio
$132M +$1.33M +1% 0.1% 49 6.12%
9C
7239
9823 Capital
Texas
$132M -$12.7M -9% 6.15% 87 80.46%
GTWM
7240
Global Trust Wealth Management
Florida
$132M -$2.61M -2% 1.14% 88 9.09%
AI
7241
Axos Invest
Nevada
$132M -$3.73M -3% 1.45% 22 13.64%
BF
7242
bLong Financial
Tennessee
$132M -$11M -8% 3.33% 81 14.81%
AIP
7243
Alapocas Investment Partners
Massachusetts
$132M -$17M -11% 8.61% 50% 21 9.52%
DFC
7244
DBK Financial Counsel
Ohio
$132M +$1.85M +1% 0.17% 52.9% 61 6.56%
MFG
7245
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 1.17% 27 51.85%
PM
7246
Penbrook Management
New York
$132M -$12.9M -9% 1.08% 103% 105 19.05%
BAWC
7247
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 0.26% 50.7% 83 13.25%
AWM
7248
Alterna Wealth Management
Texas
$132M +$12.1M +10% 1.59% 48% 115 20.87%
DQRIM
7249
Dale Q Rice Investment Management
Washington
$132M -$7.61M -5% 5.77% 69 7.25%
SA
7250
Sincerus Advisory
New York
$132M +$7.55M +6% 1.08% 79 10.13%