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
DMBA
3826
Deseret Mutual Benefit Administrators
Utah
$132M +$5.26M +4% 6
CWAF
3827
Core Wealth Advisors (Florida)
Florida
$131M -$42.8M -25% 180
VSWA
3828
Vontobel Swiss Wealth Advisors
Switzerland
$131M -$21.6M -14% 97
MCP
3829
Martin Capital Partners
Oregon
$131M -$37.9M -22% 69
AWM
3830
Aries Wealth Management
Maine
$131M -$32.7M -20% 162
SDH
3831
Sloy Dahl & Holst
Washington
$131M +$23.6M +22% 47
VCM
3832
Voce Capital Management
California
$131M -$39.6M -23% 18
ARG
3833
Advisory Resource Group
Oklahoma
$131M -$46.8M -26% 79
DIM
3834
Delta Investment Management
California
$131M -$144M -52% 157
GA
3835
GRS Advisors
Illinois
$131M -$42.7M -25% 29
SC
3836
Scholtz & Company
Connecticut
$131M -$41.7M -24% 72
DC
3837
DPM Capital
Florida
$131M -$864K -0.7% 11
W
3838
WealthOne
New York
$131M -$30.1M -19% 102
RCM
3839
Rings Capital Management
Illinois
$130M -$16.9M -11% 7
PWM
3840
Paulson Wealth Management
Illinois
$130M -$11.1M -8% 103
PIN
3841
Prudent Investors Network
California
$130M +$17.8M +16% 27
MCG
3842
MACRO Consulting Group
New Jersey
$130M +$3.38M +3% 92
GII
3843
Gryphon International Investment
Ontario, Canada
$130M -$93.4M -42% 22
SF
3844
Susquehanna Foundation
Pennsylvania
$130M -$16M -11% 4
IDBONY
3845
Israel Discount Bank of New York
New York
$130M -$22.5M -15% 93
MLFP
3846
MPS Loria Financial Planners
Illinois
$130M -$39.4M -23% 74
JFGLC
3847
Johnson Financial Group LLC (Colorado)
Colorado
$130M -$20.5M -14% 27
BRA
3848
Biechele Royce Advisors
Indiana
$130M -$36.3M -22% 44
JAM
3849
Jolley Asset Management
North Carolina
$130M -$45.8M -26% 89
ASW
3850
Astoria Strategic Wealth
Texas
$130M -$10.5M -7% 37