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
PHIC
6001
Pine Haven Investment Counsel
Massachusetts
$107M 105
MF
6002
Meridian Financial
Massachusetts
$107M 99
AFA
6003
Atlas Financial Advisors
California
$107M 15
AHIA
6004
Andrew Hill Investment Advisors
Florida
$107M 228
IAG
6005
Investmark Advisory Group
Connecticut
$107M 388
DFC
6006
DB Fitzpatrick & Co
Idaho
$107M 75
UL
6007
Unionview LLC
Washington
$107M 93
BCM
6008
Bancreek Capital Management
California
$107M 29
NWM
6009
Navigation Wealth Management
Colorado
$107M +$91.5M +597% 130
NWMG
6010
National Wealth Management Group
Ohio
$107M 124
OCA
6011
Otter Creek Advisors
Florida
$107M -$14.9M -12% 54
WSWA
6012
Warren Street Wealth Advisors
California
$107M 51
T
6013
TRUADVICE
Florida
$107M -$2.58M -2% 124
BF
6014
Brooklyn FI
New York
$107M 39
WM
6015
Westpark Management
Texas
$106M 8
OC
6016
Oppenheimer & Close
New York
$106M +$1.95M +2% 64
DM
6017
Delphi Management
Massachusetts
$106M +$9.03M +9% 109
DFA
6018
DHK Financial Advisors
New Hampshire
$106M 37
MSCM
6019
Marlin Sams Capital Management
New York
$106M +$53M +100% 6
AC
6020
Ayrton Capital
Connecticut
$106M 118
D
6021
Dentgroup
Louisiana
$106M 82
MCWA
6022
Meadow Creek Wealth Advisors
Georgia
$106M 121
BWS
6023
BCR Wealth Strategies
Alabama
$106M 121
CPW
6024
Crestmont Private Wealth
Texas
$106M 41
MC
6025
Mayar Capital
United Kingdom
$106M +$12.9M +14% 12