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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
BIA
8051
Baer Investment Advisory
California
$119M +$19.4M +19% 15.5% 43 11.63%
1CP
8052
1015 Capital Partners
Pennsylvania
$119M +$16.5M +16% 20.8% 630 8.57%
AW
8053
Ankerstar Wealth
Texas
$119M +$24.5M +26% 9.27% 1,068 17.88%
RMF
8054
Red Mountain Financial
Colorado
$119M +$13M +12% 7.21% 88 17.05%
DFC
8055
DBK Financial Counsel
Ohio
$119M -$12.9M -10% 12% 52.9% 61 11.48%
BCM
8056
Bannerstone Capital Management
Minnesota
$119M +$11.5M +11% 36.5% 127 34.65%
OAG
8057
Oakmont Advisory Group
New Mexico
$119M +$20.9M +21% 11.5% 513 77.58%
FA
8058
Finhabits Advisors
New York
$119M +$10.6M +10% 6.41% 15 0%
VIP
8059
Value Investment Professionals
New York
$119M +$9.82M +9% 12.8% 120 68.33%
AA
8060
Auctus Advisors
North Carolina
$119M +$13.5M +13% 13% 35 20%
BAM
8061
Belleair Asset Management
Florida
$119M +$9.16M +8% 7.93% 84 8.33%
RI
8062
Ruggiero Investments
Florida
$119M +$15.3M +15% 15% 102 36.27%
FCM
8063
Fell Capital Management
California
$119M +$13.9M +13% 11.6% 97 7.22%
PWM
8064
Peck Wealth Management
New York
$119M +$19M +19% 12.6% 129 6.98%
YRHAM
8065
Yong Rong (HK) Asset Management
Hong Kong
$119M -$108M -48% 15.9% 2,310% 19 68.42%
HWA
8066
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% 40 12.5%
BFS
8067
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% 60 31.67%
F8IS
8068
Figure 8 Investment Strategies
Idaho
$118M +$15.9M +16% 26.3% 58 6.9%
HWM
8069
Hobbs Wealth Management
Indiana
$118M +$17.3M +17% 16.8% 25 16%
DAM
8070
Directional Asset Management
Illinois
$118M +$8.89M +8% 13.1% 106 26.42%
PRAG
8071
Portfolio Resources Advisor Group
Florida
$118M +$17.6M +17% 13.9% 184 38.04%
BWF
8072
Better Way Financial
Pennsylvania
$118M 15.6% 9
KCIA
8073
Kingsbury Capital Investment Advisors
Illinois
$118M +$11.8M +11% 19.1% 130 20%
KWM
8074
KMT Wealth Management
California
$118M -$65.8M -36% 19.1% 131 94.66%
3FI
8075
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% 477 13.42%