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
PCWA
3851
Pacific Capital Wealth Advisors
California
$132M -$17.6M -12% 57
MSFP
3852
Mark Sheptoff Financial Planning
Connecticut
$132M -$26.6M -17% 396
WGRM
3853
Waterton Global Resource Management
Ontario, Canada
$132M -$22.5M -15% 5
EE
3854
EWG Elevate
California
$132M -$52M -28% 87
EPCA
3855
Elizabeth Park Capital Advisors
Ohio
$132M -$123M -48% 45
OFCM
3856
One Fin Capital Management
California
$132M -$51.5M -28% 32
OWM
3857
Opes Wealth Management
California
$132M -$27.6M -17% 58
OFG
3858
Omega Financial Group
California
$132M -$20.2M -13% 65
SCM
3859
Smith Capital Management
Arkansas
$132M -$24.7M -16% 89
PWAP
3860
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$132M -$55.7M -30% 130
BDF
3861
Black Diamond Financial
Maryland
$132M -$6.31M -5% 75
WA
3862
Wealthstar Advisors
Texas
$132M -$23.8M -15% 105
DMBA
3863
Deseret Mutual Benefit Administrators
Utah
$132M +$5.26M +4% 6
CWA
3864
Core Wealth Advisors
Florida
$131M -$42.8M -25% 180
VSWA
3865
Vontobel Swiss Wealth Advisors
Switzerland
$131M -$21.6M -14% 97
MCP
3866
Martin Capital Partners
Oregon
$131M -$37.9M -22% 69
AWM
3867
Aries Wealth Management
Maine
$131M -$32.7M -20% 162
SDH
3868
Sloy Dahl & Holst
Washington
$131M +$23.6M +22% 47
VCM
3869
Voce Capital Management
California
$131M -$39.6M -23% 18
ARG
3870
Advisory Resource Group
Oklahoma
$131M -$46.8M -26% 79
DIM
3871
Delta Investment Management
California
$131M -$144M -52% 157
GA
3872
GRS Advisors
Illinois
$131M -$42.7M -25% 29
SC
3873
Scholtz & Company
Connecticut
$131M -$41.7M -24% 72
DC
3874
DPM Capital
Florida
$131M -$864K -0.7% 11
W
3875
WealthOne
New York
$131M -$30.1M -19% 102