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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
DQRIM
7251
Dale Q Rice Investment Management
Washington
$132M -$7.61M -5% 5.77% 69 7.25%
SA
7252
Sincerus Advisory
New York
$132M +$7.55M +6% 1.08% 79 10.13%
GCM
7253
Gunpowder Capital Management
Maryland
$132M +$3.37M +3% 0.82% 447 10.51%
TCPW
7254
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 1.81% 102 13.73%
RWA
7255
Reicon Wealth Advisors
Georgia
$132M -$6.35M -5% 3.11% 78 32.05%
RYA
7256
Richard Young Associates
Georgia
$132M +$3.65M +3% 2.67% 27 14.81%
RSF
7257
Rik Saylor Financial
Ohio
$132M -$4.83M -4% 1.22% 86 4.65%
VF
7258
Visa Foundation
California
$132M -$10.2M -7% 7.18% 48.5% 1 0%
AFP
7259
ATX Financial Planning
Texas
$132M +$1.95M +2% 3.22% 100 32%
GCM
7260
Graver Capital Management
Ohio
$132M +$5.07M +4% 1.12% 25 4%
FF
7261
Fairway Financial
Florida
$132M -$962K -0.7% 0.46% 23 4.35%
PAG
7262
Paladin Advisory Group
Iowa
$131M -$5.46M -4% 1.58% 71.9% 247 3.24%
DWA
7263
Delta Wealth Advisors
Indiana
$131M +$12M +10% 1.22% 49 10.2%
SWP
7264
SIMA Wealth Partners
Virginia
$131M -$220K -0.2% 1.11% 133 3.76%
VFP
7265
Vested Financial Planning
California
$131M +$1.39M +1% 1.07% 30 10%
ACM
7266
Alcosta Capital Management
California
$131M -$27.7M -17% 6.96% 169% 26 15.38%
SG
7267
Stanich Group
New York
$131M -$1.43M -1% 3.5% 50 12%
PWM
7268
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 0.1% 69 5.8%
CF
7269
Collier Financial
Colorado
$131M -$2M -2% 1.47% 139 8.63%
CAG
7270
Cypress Advisory Group
Arizona
$131M -$5.11M -4% 2.13% 79 11.39%
SPWM
7271
Schrum Private Wealth Management
Florida
$131M -$4.15M -3% 2.07% 60.9% 130 9.23%
JPT
7272
Jordan Park Trust
New Hampshire
$131M -$15M -10% 9.87% 16 12.5%
LPP
7273
Life Planning Partners
Florida
$131M +$458K +0.4% 0.4% 69 5.8%
LAS
7274
Legacy Advisory Services
Pennsylvania
$131M -$2.04M -2% 1.8% 65 47.69%
CSF
7275
Capital Squared Financial
Maryland
$131M +$2.75M +2% 1.89% 88 10.23%