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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 Avg Time
Held (Qtrs)
GFG
7376
Genesis Financial Group
New Jersey
$154M -$4.61M -3% 28.8% – 130 43.85% 1.4
OP
7377
Orvieto Partners
Massachusetts
$154M +$36.8M +31% 13.4% – 54 33.33% 3.5
IIM
7378
Illumine Investment Management
Washington
$154M +$23.5M +18% 30.7% – 102 90.2% 0
BF
7379
bLong Financial
Tennessee
$154M +$21.3M +16% 30.9% – 82 9.76% 4.9
SPW
7380
Stillwater Private Wealth
Pennsylvania
$153M +$35.3M +30% 9% – 93 26.88% 0.8
MVA
7381
Mount Vernon Associates
Maryland
$153M +$11.9M +8% 26% 119% 65 12.31% 29.5
PA
7382
Persium Advisors
Georgia
$153M +$26.3M +21% 17.4% – 72 20.83% 4.3
RWM
7383
Redstone Wealth Management
Oklahoma
$153M +$27.7M +22% 29.6% – 44 31.82% 1.8
BCM
7384
Brooktree Capital Management
Michigan
$153M +$27.1M +21% 25.8% 82.9% 45 4.44% 11.5
MWA
7385
Muirfield Wealth Advisors
North Carolina
$153M +$17.3M +13% 12.2% – 91 16.48% 6.4
FFG
7386
Floyd Financial Group
Missouri
$153M +$3.16M +2% 13.4% – 70 10% 4.7
PB
7387
Prosperity Bancshares
Texas
$153M +$28.3M +23% 14.4% – 468 15.38% 1.7
DFG
7388
DiPaolo Financial Group
Florida
$153M +$15.7M +11% 8.95% – 48 8.33% 1.6
ACM
7389
ACT Capital Management
Pennsylvania
$153M +$25.8M +20% 24.2% – 76 44.74% 3
DWM
7390
DKM Wealth Management
California
$153M +$14.3M +10% 11.7% – 78 5.13% 4.7
CSF
7391
Capital Squared Financial
Maryland
$153M +$22M +17% 15.7% – 90 8.89% 3.4
GWM
7392
Goldenstone Wealth Management
California
$153M +$15.4M +11% 28.1% – 93 22.58% 1.8
LBC
7393
Lane Brothers & Co
Arizona
$153M +$15.6M +11% 8.58% – 96 14.58% 1.7
TWA
7394
Trace Wealth Advisors
California
$153M +$19.4M +15% 13.5% – 72 12.5% 4.8
AFA
7395
Allium Financial Advisors
Oregon
$153M +$28M +22% 20.2% – 86 15.12% 4.2
SOWBOCOPL
7396
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$153M +$842K +0.6% 0.41% 4.83% 6 0% 13
CCM
7397
Crestwood Capital Management
New York
$153M +$7.14M +5% 46.6% 203% 16 6.25% 9.5
DW
7398
Durante & Waters
New York
$153M +$14.5M +10% 10.1% – 31 0% 9.5
TL
7399
TowerView LLC
New York
$152M -$2.47M -2% 2.5% 17.9% 17 5.88% 22.4
SIP
7400
Stoneridge Investment Partners
Pennsylvania
$152M +$14.2M +10% 21.2% 44.2% 199 62.31% 4.3