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
SPFA
5601
Summit Place Financial Advisors
New Jersey
$169M -$1.58M -0.9% 94
PSF
5602
Pacific Sun Financial
California
$169M -$2.69M -2% 182
LFG
5603
Leverty Financial Group
Wisconsin
$169M +$1.41M +0.8% 36
FCFC
5604
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 118
FPW
5605
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 94
MPW
5606
Melone Private Wealth
Michigan
$169M +$2.19M +1% 48
1C
5607
1623 Capital
Virginia
$169M -$10.3M -6% 25
CA
5608
Cresta Advisors
Texas
$169M +$11M +7% 45
AWM
5609
Aviso Wealth Management
Washington
$168M +$9.88M +6% 157
GWM
5610
Grand Wealth Management
Michigan
$168M -$41.2M -20% 72
WAM
5611
Worth Asset Management
Texas
$168M +$5.85M +4% 162
MFP
5612
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 83
SA
5613
Sunesis Advisors
Kansas
$168M -$2.61M -2% 50
AIP
5614
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 19
SP
5615
Saranac Partners
$168M +$4.69M +3% 84
AP
5616
Aspect Partners
Virginia
$168M +$41.3M +33% 584
PWM
5617
Penobscot Wealth Management
Maine
$168M +$9.71M +6% 79
ACM
5618
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 7
ABG
5619
Ally Bridge Group
New York
$168M -$12M -7% 32
CWM
5620
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 49
ACC
5621
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 70
NC
5622
nVerses Capital
Florida
$167M +$126M +302% 1,254
FAG
5623
Fortitude Advisory Group
Washington
$167M -$9.66M -5% 226
SNBOSD
5624
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 99
SWM
5625
Shelton Wealth Management
Texas
$167M +$8.13M +5% 137