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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
FF
7301
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% 13 0%
SFSG
7302
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 26.4% 105 14.29%
POIA
7303
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 1.04% 62.7% 495 14.95%
FF
7304
Fairway Financial
Florida
$118M +$7.92M +7% 6.33% 22 9.09%
PWA
7305
Principia Wealth Advisory
Texas
$118M +$13.7M +13% 9.39% 1,025 24.59%
BPC
7306
Bryce Point Capital
New York
$118M -$14.8M -11% 14.6% 284 75.7%
NMCM
7307
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 7.7% 48 12.5%
SG
7308
Somerset Group
Minnesota
$118M +$8.22M +7% 8.9% 84.6% 63 6.35%
FFG
7309
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 9.48% 82 20.73%
FLFS
7310
Family Legacy Financial Solutions
North Carolina
$118M 7.61% 246
PCC
7311
Park Circle Company
Maryland
$118M +$4.11M +4% 3.06% 70.5% 122 13.93%
CFG
7312
Chapman Financial Group
Hawaii
$118M 6.78% 216
LFA
7313
Longview Financial Advisors
Alabama
$118M +$1.19M +1% 5.03% 45 13.33%
EW
7314
Entruity Wealth
California
$118M +$11.6M +11% 6.13% 42 2.38%
CFG
7315
Cornerstone Financial Group
Nebraska
$118M +$6.41M +6% 6.62% 67 1.49%
IFS
7316
Integrated Financial Solutions
Virginia
$118M 29.1% 24
WN
7317
Williams & Novak
California
$118M +$15.4M +15% 8.43% 152 28.29%
WKSWA
7318
White Knight Strategic Wealth Advisors
New Jersey
$118M +$8.91M +8% 11.6% 111% 86 19.77%
UOC
7319
University of Chicago
Illinois
$117M +$51.4M +78% 10.6% 62.3% 13 23.08%
EI
7320
EDMP Inc
Florida
$117M -$1.95M -2% 5.98% 71.6% 73 8.22%
AWMG
7321
ADG Wealth Management Group
Louisiana
$117M +$11.4M +11% 7.76% 30 26.67%
MWP
7322
Momentum Wealth Planning
Florida
$117M 15.5% 39
MWM
7323
Mascagni Wealth Management
Mississippi
$117M +$16.9M +17% 12.5% 128 17.97%
AW
7324
Affinity Wealth
Ohio
$117M +$19.6M +20% 12.5% 79 51.9%
CTA
7325
Camelot Technology Advisors
California
$117M +$6.74M +6% 7.74% 55 10.91%