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
DWM
5501
Dogwood Wealth Management
Kansas
$189M +$15.2M +9% 666
DFG
5502
Delphi Financial Group
Delaware
$189M +$11.9M +7% 28
PWM
5503
Pacific Wealth Management
California
$189M -$26.1M -12% 21
MAG
5504
MRA Advisory Group
New Jersey
$189M +$5.82M +3% 140
LD
5505
Lipe & Dalton
New York
$189M -$9.41M -5% 104
FWA
5506
FOCUS Wealth Advisors
Texas
$189M -$12M -6% 65
FAM
5507
Forte Asset Management
New York
$188M +$854K +0.5% 65
PAM
5508
Peninsula Asset Management
Florida
$188M -$10.1M -5% 44
WPEP
5509
Walnut Private Equity Partners
Nebraska
$188M +$20.1M +12% 16
TF
5510
Threadgill Financial
Texas
$188M +$20M +12% 50
ICMM
5511
Integrated Capital Management (Michigan)
Michigan
$188M -$805K -0.4% 62
RFP
5512
RCS Financial Planning
Maryland
$188M +$7.87M +4% 78
FCCM
5513
First City Capital Management
Georgia
$188M -$6.13M -3% 169
SIA
5514
Schear Investment Advisers
Ohio
$188M +$26.2M +16% 90
CCAM
5515
Cascades Capital Asset Management
North Carolina
$188M +$5.98M +3% 112
KFA
5516
Kapstone Financial Advisors
Ohio
$187M +$22.5M +14% 119
CSIA
5517
Carl Stuart Investment Advisor
Texas
$187M +$9.54M +5% 20
LA
5518
Lindenwold Advisors
Pennsylvania
$187M -$11.2M -6% 122
PCP
5519
Perbak Capital Partners
United Kingdom
$187M +$44.8M +31% 68
WAM
5520
Worth Asset Management
Texas
$187M +$3.31M +2% 175
BCM
5521
Brookmont Capital Management
Texas
$187M -$7.37M -4% 56
WF
5522
Wayfinding Financial
Washington
$187M +$52.6M +39% 141
BGA
5523
Battery Global Advisors
Massachusetts
$187M +$3.05M +2% 135
QS
5524
Quantitative Strategies
California
$187M -$1.57M -0.8% 23
FU
5525
Fairfield University
Connecticut
$187M +$34M +22% 3