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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
AWF
7301
Alpha Wealth Funds
Utah
$99M -$4.81M -5% 1.3% 64 57.81%
CPA
7302
Compass Planning Associates
Massachusetts
$98.9M +$457K +0.5% 0.13% 138 7.25%
DFP
7303
Defined Financial Planning
California
$98.7M +$5.02M +5% 1.94% 92 31.52%
FC
7304
Fjell Capital
North Dakota
$98.6M +$1.81M +2% 2.95% 58 18.97%
SEA
7305
Stegent Equity Advisors
Texas
$98.6M +$48.6K +0% 2.06% 75.1% 103 18.45%
CW
7306
Cooksen Wealth
Texas
$98.6M -$10.2M -9% 1.44% 95 54.74%
FF
7307
Farnam Financial
Arizona
$98.5M +$2.85M +3% 2.18% 48 8.33%
BWM
7308
Bosman Wealth Management
California
$98.5M -$5.52M -5% 7.84% 50 42%
KIA
7309
Kraematon Investment Advisors
Massachusetts
$98.3M -$2.85M -3% 0.4% 80.5% 96 13.54%
RPGNY
7310
Retirement Planning Group (New York)
New York
$98.3M +$7.42M +8% 0.31% 73 15.07%
CC
7311
CF Capital
Massachusetts
$98.3M +$5.41M +6% 1.83% 54 37.04%
DM
7312
Delphi Management
Massachusetts
$98.1M -$5.34M -5% 1.2% 78% 85 15.29%
GCM
7313
Graver Capital Management
Ohio
$98.1M +$2.4M +3% 1.85% 27 11.11%
RIP
7314
Reliant Investment Partners
North Carolina
$98.1M -$14.7M -13% 1.77% 114 20.18%
SC
7315
SkyKnight Capital
California
$98M +$7.16M +8% 12.7% 1.58% 4 25%
NI
7316
NDVR Inc
Massachusetts
$98M -$6.47M -6% 1.29% 118 27.12%
OL
7317
OneFund LLC
Florida
$98M -$6.22M -6% 3.25% 134 10.45%
PRTG
7318
Post Resch Tallon Group
New York
$98M -$5.92M -6% 2.03% 109 9.17%
UFA
7319
Uptown Financial Advisors
Texas
$98M +$5.25M +6% 1.77% 71 9.86%
PCMN
7320
Paradigm Capital Management (Nevada)
Nevada
$97.8M -$9.15M -9% 2.82% 60 13.33%
MPEM
7321
Marathon Partners Equity Management
New York
$97.7M -$17.4M -15% 1.61% 29 44.83%
CS
7322
Crescent Sterling
Louisiana
$97.5M +$49.6K +0.1% 1.32% 58.4% 81 14.81%
AAA
7323
AG Asset Advisory
California
$97.5M -$2.76M -3% 2.43% 23 4.35%
PGWM
7324
Pitti Group Wealth Management
New York
$97.5M -$1.19M -1% 1.58% 62% 79 15.19%
LAII
7325
LM Asset (IM) Inc
British Columbia, Canada
$97.5M -$11.7M -11% 14.8% 12 33.33%