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
DFG
4076
Delphi Financial Group
Delaware
$213M -$72.5M -25% 33
SC
4077
Stolper & Co
Oklahoma
$213M -$22.9M -10% 88
RWM
4078
Rockwood Wealth Management
Pennsylvania
$213M +$4.39M +2% 82
FWM
4079
Fairhaven Wealth Management
Illinois
$213M -$33.3M -14% 134
EPM
4080
Equitec Proprietary Markets
Illinois
$213M +$8.18M +4% 263
FPF
4081
First Pacific Financial
Washington
$213M +$18.4M +9% 109
UCMOK
4082
United Capital Management of KS
Kansas
$213M -$45M -17% 94
LSWM
4083
Lorne Steinberg Wealth Management
Canada
$213M -$4.08M -2% 67
TC
4084
Tenere Capital
New York
$212M -$48.6M -19% 27
CCM
4085
Carronade Capital Management
Connecticut
$212M -$2.52M -1% 33
DP
4086
Denver PWM
Colorado
$212M -$39.1M -16% 100
TCOO
4087
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 121
LWA
4088
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 64
BWM
4089
BigSur Wealth Management
Florida
$212M -$44.4M -17% 143
CFP
4090
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 75
GCM
4091
G2 Capital Management
Ohio
$212M -$21.2M -9% 52
DCM
4092
Davidson Capital Management
Texas
$212M -$56.4M -21% 91
WAAG
4093
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 162
GSWM
4094
Greenup Street Wealth Management
Michigan
$212M +$31.8M +18% 100
AB
4095
Atlas Brown
Kentucky
$212M -$33.6M -14% 192
SFC
4096
SYM Financial Corp
Indiana
$211M -$21.2M -9% 131
VIA
4097
Vickerman Investment Advisors
Washington
$211M -$14M -6% 78
KJWM
4098
Kiley Juergens Wealth Management
Washington
$211M +$4.03M +2% 75
ECAM
4099
East Coast Asset Management
Massachusetts
$211M -$209M -50% 64
PFSC
4100
Peoples Financial Services Corp
Pennsylvania
$211M -$20.3M -9% 292