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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
DWA
7826
Davis Wealth Advisors
New Hampshire
$120M +$8.82M +8% 1.81% 72 6.94%
GBFP
7827
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 1.26% 36 2.78%
SB
7828
Semitam Bonam
New York
$120M +$8.27M +7% 1.36% 48 10.42%
VA
7829
Valor Advisors
Florida
$120M 2.05% 36
AWM
7830
Alterna Wealth Management
Texas
$120M -$1.52M -1% 2.28% 48% 113 24.78%
VCWM
7831
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 1.6% 79 40.51%
GSM
7832
Global Strategic Management
Puerto Rico
$120M 10.6% 27
CCM
7833
Clutterbuck Capital Management
Ohio
$120M 19.5% 8
SCM
7834
Saber Capital Management
North Carolina
$120M 0.94% 31
MH
7835
Mishpacha Holdings
$120M 10.1% 13
CBCM
7836
Cook & Bynum Capital Management
Alabama
$120M -$5.53M -4% 1.31% 46.8% 6 0%
FFP
7837
Frisco Financial Planning
Texas
$120M +$2.46M +2% 0.7% 27 7.41%
WIM
7838
Wiregrass Investment Management
Georgia
$120M 2.63% 98
PWM
7839
Peak Wealth Management
New Hampshire
$120M 2.77% 51
CH
7840
CDKV Holdings
Colorado
$120M 2.41% 277
NI
7841
Nest Investments
Pennsylvania
$120M 0.48% 30
BCM
7842
Bretton Capital Management
California
$119M +$865K +0.7% 3.74% 19 5.26%
CCC
7843
Chesapeake Capital Corp
Florida
$119M +$8.07M +7% 7.35% 180 28.89%
DWA
7844
Delta Wealth Advisors
Indiana
$119M -$8.34M -7% 1.82% 52 21.15%
RHIG
7845
R.H. Investment Group
Arizona
$119M +$4.22M +4% 5.56% 34 5.88%
MCI
7846
MRP Capital Investments
Georgia
$119M +$2.87M +2% 1.95% 222% 226 20.35%
BAWC
7847
Boyce & Associates Wealth Consulting
Texas
$119M -$2.89M -2% 2.3% 50.7% 78 10.26%
CHWM
7848
Cauble & Harre Wealth Management
Missouri
$119M 4.2% 70
IMC
7849
Investment Management Corporation
Virginia
$119M +$2.88M +2% 1.83% 57 21.05%
ACMA
7850
Arbor Capital Management (Alaska)
Alaska
$119M -$5.21M -4% 0.63% 62.7% 108 7.41%