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
PGF
5501
Plan Group Financial
Oklahoma
$189M -$51.2K -0% 118
TVWM
5502
Tower View Wealth Management
Wisconsin
$189M +$6.53M +4% 216
RC
5503
Riposte Capital
New York
$189M -$6.46M -3% 31
LAI
5504
Legal Advantage Investments
California
$189M +$7.24M +4% 108
SOAG
5505
Silver Oak Advisory Group
Oregon
$189M -$5.91M -3% 70
MC
5506
Metavasi Capital
New York
$189M -$1.47M -0.8% 39
GCA
5507
GSI Capital Advisors
California
$189M -$10.7M -5% 34
DWM
5508
Dogwood Wealth Management
Kansas
$189M +$15.2M +9% 666
DFG
5509
Delphi Financial Group
Delaware
$189M +$11.9M +7% 28
PWM
5510
Pacific Wealth Management
California
$189M -$26.1M -12% 21
MAG
5511
MRA Advisory Group
New Jersey
$189M +$5.82M +3% 140
LD
5512
Lipe & Dalton
New York
$189M -$9.41M -5% 104
FWA
5513
FOCUS Wealth Advisors
Texas
$189M -$12M -6% 65
FAM
5514
Forte Asset Management
New York
$188M +$854K +0.5% 65
PAM
5515
Peninsula Asset Management
Florida
$188M -$10.1M -5% 44
WPEP
5516
Walnut Private Equity Partners
Nebraska
$188M +$20.1M +12% 16
TF
5517
Threadgill Financial
Texas
$188M +$20M +12% 50
ICMM
5518
Integrated Capital Management (Michigan)
Michigan
$188M -$805K -0.4% 62
RFP
5519
RCS Financial Planning
Maryland
$188M +$7.87M +4% 78
FCCM
5520
First City Capital Management
Georgia
$188M -$6.13M -3% 169
SIA
5521
Schear Investment Advisers
Ohio
$188M +$26.2M +16% 90
CCAM
5522
Cascades Capital Asset Management
North Carolina
$188M +$5.98M +3% 112
KFA
5523
Kapstone Financial Advisors
Ohio
$187M +$22.5M +14% 119
CSIA
5524
Carl Stuart Investment Advisor
Texas
$187M +$9.54M +5% 20
LA
5525
Lindenwold Advisors
Pennsylvania
$187M -$11.2M -6% 122