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
6251
Peak Financial Advisors
Colorado
$92.5M -$34.9M -27% 78
CC
6252
Copperleaf Capital
North Carolina
$92.5M -$14.2M -13% 88
SFS
6253
Starfox Financial Services
Texas
$92.5M -$4.68M -5% 30
OIM
6254
Oder Investment Management
California
$92.3M +$1.05M +1% 89
EPL
6255
EDBI Pte Ltd
Singapore
$92.3M -$31.4M -25% 19
LW
6256
Lauer Wealth
Indiana
$92.3M -$3.92M -4% 47
PWS
6257
Precision Wealth Strategies
Missouri
$92.2M +$31.1M +51% 110
CG
6258
Clifford Group
Massachusetts
$92.2M -$907K -1% 72
RFMS
6259
RWQ Financial Management Services
Florida
$92.1M -$21.9M -19% 27
MWM
6260
Melfa Wealth Management
Massachusetts
$92M -$6.64M -7% 142
TAC
6261
Twenty Acre Capital
Pennsylvania
$92M -$1.55M -2% 20
SM
6262
Salzhauer Michael
$92M -$618K -0.7% 76
EVP
6263
Evergreen Venture Partners
Israel
$92M +$16.5M +22% 1
NWMG
6264
National Wealth Management Group
Ohio
$91.9M -$4.25M -4% 156
MFS
6265
Monetta Financial Services
Illinois
$91.8M -$10.5M -10% 57
CAP
6266
Columbia Advisory Partners
Washington
$91.8M -$1.76M -2% 70
SWM
6267
Sanctuary Wealth Management
Idaho
$91.7M -$2.81M -3% 314
BOC
6268
Bull Oak Capital
California
$91.4M 85
HA
6269
HFG Advisors
Ohio
$91.4M -$3.31M -3% 102
BCM
6270
BHZ Capital Management
California
$91.3M -$27M -23% 74
AFCM
6271
Alta Fox Capital Management
Texas
$91.3M -$30.4M -25% 21
SAM
6272
Sequent Asset Management
Texas
$91.2M -$995K -1% 53
BP
6273
Berkshire Partners
Massachusetts
$91.2M -$42.3M -32% 1
MWA
6274
Motive Wealth Advisors
Michigan
$91.1M -$5.52M -6% 55
UIA
6275
Ulland Investment Advisors
Minnesota
$91M -$6.37M -7% 229