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
PAG
5201
Powers Advisory Group
Illinois
$210M +$10.2M +5% 107
DRS
5202
Deane Retirement Strategies
Louisiana
$210M +$11M +6% 78
PBC
5203
Pavion Blue Capital
California
$210M -$3.21M -2% 105
DTC
5204
Davidson Trust Company
Washington
$210M +$15.4M +8% 168
WFS
5205
Weitzel Financial Services
Iowa
$210M -$2.46M -1% 41
LWMI
5206
Landmark Wealth Management (Illinois)
Illinois
$210M +$4.22M +2% 49
DWS
5207
Discipline Wealth Solutions
South Carolina
$210M -$6.38M -3% 79
FWP
5208
Firethorn Wealth Partners
Georgia
$210M +$8.2M +4% 177
HAM
5209
Honeycomb Asset Management
New York
$209M -$58.6M -22% 41
SC
5210
Saiph Capital
New Jersey
$209M -$10.9M -5% 53
AIP
5211
Alexis Investment Partners
Texas
$209M +$4.68M +2% 93
BCH
5212
Berkshire Capital Holdings
California
$209M -$67.6M -24% 102
GFP
5213
Guardian Financial Partners
California
$209M +$40.7M +24% 57
KC
5214
Kinloch Capital
Virginia
$209M +$9.46M +5% 85
MWM
5215
MBE Wealth Management
Wisconsin
$209M +$31.5M +18% 129
HCM
5216
Heights Capital Management
California
$209M +$7.63M +4% 164
FOA
5217
Five Oceans Advisors
California
$209M -$9.29M -4% 192
WCM
5218
Westerly Capital Management
California
$209M +$28M +15% 49
SWP
5219
ShoreHaven Wealth Partners
New Jersey
$209M -$2.97M -1% 94
BSA
5220
Bull Street Advisors
Georgia
$209M +$1.33M +0.6% 91
CCA
5221
Cora Capital Advisors
New Jersey
$209M +$1.17M +0.6% 112
CG
5222
Corundum Group
Colorado
$209M -$59.3M -22% 104
NCM
5223
Next Capital Management
New York
$208M -$34.8M -14% 150
BAM
5224
Bosun Asset Management
Illinois
$208M -$14.3M -6% 224
SWAG
5225
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 60