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
5301
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 525
DWA
5302
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 85
BRG
5303
Bay Rivers Group
Virginia
$237M +$18.9M +9% 95
GWS
5304
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 412
APSI
5305
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 36
CCP
5306
Carmel Capital Partners
California
$237M -$48M -17% 160
DA
5307
DCM Advisors
New York
$237M +$3.87M +2% 41
MWM
5308
McNaughton Wealth Management
California
$237M +$12.9M +6% 76
BC
5309
Bowman & Company
Wisconsin
$237M +$12.9M +6% 110
AAMC
5310
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 96
GFP
5311
Guardian Financial Partners
California
$237M +$14.4M +6% 63
GSB
5312
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 153
DWM
5313
Dopkins Wealth Management
New York
$237M +$14M +6% 83
RI
5314
Ridgewood Investments
New Jersey
$237M +$6.03M +3% 687
SFG
5315
Socha Financial Group
New York
$237M +$12.1M +5% 26
HCM
5316
Hutner Capital Management
Vermont
$236M +$16.6M +8% 44
IFO
5317
Independent Family Office
New York
$236M +$20.6M +10% 80
JCFM
5318
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 122
SVWG
5319
Shared Vision Wealth Group
United States
$236M +$36M +18% 99
CWMGP
5320
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 81
FWM
5321
FMB Wealth Management
California
$236M +$26.1M +12% 91
PVM
5322
Palogic Value Management
Texas
$236M -$1.61M -0.7% 188
ACM
5323
Ardent Capital Management
Ohio
$236M +$27.5M +13% 52
G
5324
Gainplan
Michigan
$236M +$15.7M +7% 72
NRW
5325
Nova R Wealth
Kansas
$236M +$20.8M +10% 87