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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
SPH
8251
Steel Partners Holdings
New York
$96.4M -$28.6M -23% 5.95% 10 0%
UFA
8252
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 1.02% 99 15.15%
PFM
8253
Professional Financial Management
Wisconsin
$96.1M +$7.86M +9% 1.15% 26 30.77%
AWA
8254
American Wealth Advisors
Georgia
$96M -$5.87M -6% 1.58% 133 69.17%
EP
8255
E6 Portfolios
Utah
$95.9M +$8.48M +10% 0.47% 61 11.48%
OCM
8256
Orchard Capital Management
Illinois
$95.9M -$19.3M -17% 8.48% 140% 49 16.33%
OPWM
8257
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 1.1% 136 37.5%
IIM
8258
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 0.65% 766 91.51%
FFS
8259
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 0.91% 65 23.08%
RRA
8260
Red Reef Advisors
Florida
$95.5M -$2.66M -3% 2.61% 186 12.37%
SA
8261
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 0.62% 82.9% 67 29.85%
PEWA
8262
Pacific Excel Wealth Advisors
California
$95.1M +$42.2M +80% 0.08% 143 39.16%
HCM
8263
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 10.1% 38 47.37%
PPWM
8264
Premier Private Wealth Management
Florida
$94.8M -$1.67M -2% 0.98% 56 16.07%
SCM
8265
SaddleRock Capital Management
New York
$94.8M -$11.3M -11% 3.82% 24 41.67%
AI
8266
Aflac Inc
Georgia
$94.8M -$44M -32% 31.7% 28.8% 4 25%
AW
8267
Ankerstar Wealth
Texas
$94.7M -$5.71M -6% 3.69% 1,114 21.81%
GDCM
8268
Galaxy Digital Capital Management
New York
$94.5M -$1.65M -2% 5.22% 70 55.71%
JC
8269
JCSD Capital
California
$94.5M +$9.81M +12% 8.06% 42 61.9%
BV
8270
Boxwood Ventures
Illinois
$94.3M -$5.02M -5% 0.44% 88% 35 8.57%
BFS
8271
Boyer Financial Services
California
$94.3M +$35.9K +0% 1.77% 53 20.75%
SRM
8272
Shelter Rock Management
New York
$94.3M -$5.28M -5% 1.36% 44 25%
BWM
8273
Briggs Wealth Management
Connecticut
$94.3M +$1.29M +1% 2.3% 61 16.39%
NVIM
8274
New Vernon Investment Management
Illinois
$94.2M -$8.54M -8% 6.6% 83.1% 43 23.26%
FCM
8275
FirstWave Capital Management
Florida
$94.1M -$74.3M -44% 15.8% 79 73.42%