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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
COFSG
7326
Carbahal Olsen Financial Services Group
California
$117M +$11.9M +11% 10.7% 36 5.56%
PF
7327
PlanWiser Financial
Colorado
$117M +$6.84M +6% 7.83% 52 25%
C
7328
Croban
Ohio
$117M +$8.51M +8% 4.1% 77 7.79%
LC
7329
LTG Capital
Massachusetts
$117M +$7.22M +7% 7.72% 56% 27 3.7%
WHC
7330
Wulff, Hansen & Co
California
$117M +$7.16M +7% 9.44% 85.8% 108 17.59%
S2L
7331
Sparta 24 Ltd
Israel
$117M +$13.8M +13% 8.32% 83.7% 6 66.67%
GCM
7332
GeoSphere Capital Management
Florida
$117M -$67.4M -37% 17.7% 446% 51 58.82%
SPWM
7333
Spartan Planning & Wealth Management
North Carolina
$117M +$13.6M +13% 14.5% 87 37.93%
UFA
7334
Uptown Financial Advisors
Texas
$117M +$18.8M +19% 8.63% 79 16.46%
AA
7335
Alpha Advisors
Virginia
$117M +$1.88M +2% 6.23% 45 15.56%
TCM
7336
TABR Capital Management
California
$117M +$20.7M +22% 7.45% 46 43.48%
MPA
7337
Marvin & Palmer Associates
Delaware
$117M +$49.7M +74% 24.1% 392% 40 62.5%
IPWA
7338
International Private Wealth Advisors
California
$117M +$12.2M +12% 6.77% 185 29.19%
WSA
7339
Warm Springs Advisors
California
$117M +$17M +17% 29.7% 50 10%
PAM
7340
PCG Asset Management
New Jersey
$116M +$9.44M +9% 7.96% 78 10.26%
WWM
7341
Woodside Wealth Management
Massachusetts
$116M +$8.33M +8% 7.24% 77 1.3%
STFP
7342
Signal Tree Financial Partners
Ohio
$116M +$16.4M +16% 7.28% 51 23.53%
VF
7343
Vista Finance
Missouri
$116M +$810K +0.7% 5% 47% 59 16.95%
RFA
7344
Reyes Financial Architecture
California
$116M -$19.9M -15% 9.16% 372 36.02%
DWM
7345
DKM Wealth Management
California
$116M +$12.9M +12% 8.29% 59 16.95%
NC
7346
North Capital
Utah
$116M +$9.95M +9% 7.01% 640 7.97%
BCM
7347
BCK Capital Management
Connecticut
$116M -$12.8M -10% 11.7% 161% 98 59.18%
PGWM
7348
Pitti Group Wealth Management
New York
$116M +$18.4M +19% 10.1% 65.3% 79 8.86%
BFA
7349
Benningfield Financial Advisors
California
$116M +$11.7M +11% 13.7% 15 0%
SAM
7350
Smith Asset Management
Florida
$116M +$9.73M +9% 2.16% 71 9.86%