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
PFA
5651
Peak Financial Advisors
Colorado
$223M +$14.2M +7% 98
DC
5652
Darrow Company
Massachusetts
$223M +$7M +3% 59
MPWS
5653
McCarter Private Wealth Services
Massachusetts
$222M +$27.2M +14% 160
BP
5654
Bandera Partners
New York
$222M -$5.65M -2% 13
NAMNJ
5655
NorthStar Asset Management (New Jersey)
New Jersey
$222M +$13.5M +6% 111
LGW
5656
Leslie Global Wealth
Illinois
$222M +$9.05M +4% 80
SCM
5657
Sandler Capital Management
New York
$222M -$49.9M -18% 186
PC
5658
Powers Capital
California
$222M +$5.22M +2% 2
SCM
5659
Sterneck Capital Management
Missouri
$222M +$7.06M +3% 117
CWP
5660
Core Wealth Partners
California
$222M +$4.34M +2% 185
ATC
5661
Advantage Trust Company
Kansas
$222M +$662K +0.3% 192
E
5662
EntreWealth
Texas
$222M +$27.6M +14% 100
GCM
5663
Gunderson Capital Management
South Carolina
$222M -$49.5M -18% 67
LC
5664
LRZ Capital
Florida
$222M 18
MSS
5665
Mitchell Sinkler & Starr
Pennsylvania
$221M -$1.08M -0.5% 145
SOAG
5666
Silver Oak Advisory Group
Oregon
$221M +$166K +0.1% 79
BIM
5667
Brentview Investment Management
Illinois
$221M +$1.68M +0.8% 70
GL
5668
Gildi lifeyrissjodur
$221M 2
CastleKeep Investment Advisors
5669
CastleKeep Investment Advisors
Connecticut
$221M +$7.14M +3% 92
TCG
5670
Transcendent Capital Group
Oklahoma
$221M -$2.56M -1% 133
FCM
5671
Forager Capital Management
Alabama
$221M -$5.8M -3% 12
SA
5672
Sunesis Advisors
Kansas
$221M +$6.76M +3% 55
RF
5673
Robbins Farley
New Hampshire
$221M -$20M -8% 180
GWM
5674
Grand Wealth Management
Michigan
$221M +$13.3M +6% 86
TFG
5675
Team Financial Group
California
$220M +$4.65M +2% 276