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
CA
6026
Carson Advisory
Georgia
$143M +$354K +0.2% 181
CTFG
6027
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 104
PS
6028
Pennant Select
New Jersey
$142M +$9.52M +7% 11
SFG
6029
SVB Financial Group
Texas
$142M -$38.9M -21% 13
SWMG
6030
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 49
JCFM
6031
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 106
EA
6032
Echo45 Advisors
California
$142M +$3.37M +2% 53
MSAGDF
6033
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 26
APS
6034
American Planning Services
Florida
$142M +$3.65M +3% 54
FA
6035
FF Advisors
California
$142M -$2.54M -2% 92
WAG
6036
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 42
AC
6037
Avory & Company
Florida
$142M -$4.85M -3% 29
M1FG
6038
Mach-1 Financial Group
Arkansas
$142M +$10.8M +8% 84
RCM
6039
Rain Capital Management
Oregon
$142M -$7.19M -5% 97
UI
6040
Unconventional Investor
New Hampshire
$142M +$3.12M +2% 33
FA
6041
Fortis Advisors
Pennsylvania
$142M -$7.44M -5% 102
DCM
6042
DG Capital Management
New York
$142M -$12.6M -8% 22
EFA
6043
Efficient Frontier Advisors
Connecticut
$142M +$15.6M +12% 16
CFM
6044
Capricorn Fund Managers
United Kingdom
$142M -$24.3M -15% 64
MWM
6045
Meritas Wealth Management
California
$142M -$1.86M -1% 49
GC
6046
Gould Capital
Washington
$142M -$141K -0.1% 220
LIWM
6047
Long Island Wealth Management
New York
$142M +$145K +0.1% 74
BFA
6048
Bright Financial Advisors
Michigan
$142M +$7.79M +6% 61
PCMC
6049
Planning Capital Management Corporation
Pennsylvania
$142M +$4.72M +3% 766
TC
6050
Tacita Capital
Ontario, Canada
$142M -$2.58M -2% 222