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
FFA
6451
Frazier Financial Advisors
Ohio
$122M +$7.88M +7% 1,011
SWA
6452
Safir Wealth Advisors
New Hampshire
$122M +$10.7M +10% 17
OF
6453
Outfitter Financial
Maine
$122M +$7.39M +6% 88
DSCM
6454
Del-Sette Capital Management
New York
$122M +$8.05M +7% 41
F4L
6455
Fortune 45 LLC
Louisiana
$122M +$12.4M +11% 26
WFS
6456
Walker Financial Services
Kentucky
$122M +$25M +26% 31
RA
6457
RiverPark Advisors
New York
$122M +$13.1M +12% 135
EB
6458
Exchange Bank
California
$122M +$6.23M +5% 116
DAM
6459
Doheny Asset Management
California
$122M +$19.6M +19% 73
BGAI
6460
Bruce G. Allen Investments
Colorado
$122M +$11.8M +11% 1,051
PMSA
6461
Patrick M. Sweeney & Associates
Illinois
$122M +$12.3M +11% 135
CPA
6462
Clear Point Advisors
New York
$122M +$8.42M +7% 595
FI
6463
Firetrail Investments
Australia
$122M -$14.2M -10% 24
PFP
6464
Paragon Financial Partners
California
$121M +$17.3M +17% 82
NJIM
6465
Nabity-Jensen Investment Management
Nebraska
$121M +$10.3M +9% 83
BCPE
6466
Bain Capital Public Equity
Massachusetts
$121M -$3.68M -3% 35
GC
6467
Glenorchy Capital
Australia
$121M +$14.7M +14% 70
LAM
6468
Lewis Asset Management
California
$121M +$12.7M +12% 125
CPG
6469
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 246
HFAS
6470
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 109
SA
6471
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 31
JHWEPV
6472
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 1
PFS
6473
Prospect Financial Services
New York
$121M +$22M +22% 77
CG
6474
Clifford Group
Massachusetts
$121M +$13.2M +12% 75
O3W
6475
Omni 360 Wealth
New Jersey
$121M +$13.9M +13% 107