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
DWM
6601
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 139
DFL
6602
Downshift Financial, LLC
Colorado
$162M 68
AI
6603
Axecap Investments
Ohio
$162M +$286K +0.2% 102
SR
6604
Syntax Research
Florida
$162M +$6.56M +4% 181
DSCM
6605
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 61
OPF
6606
Old Peak Finance
North Carolina
$162M 87
NWM
6607
Navigoe Wealth Management
California
$162M +$5.38M +3% 276
HPM
6608
Helix Partners Management
New York
$162M -$5.8M -3% 14
BBA
6609
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 132
TT
6610
TI-Trust
Illinois
$162M +$3.08M +2% 132
FH
6611
Financial Harvest
Florida
$162M +$13.6M +9% 62
ZRP
6612
Zynergy Retirement Planning
New Jersey
$162M +$3.41M +2% 28
CFG
6613
Copley Financial Group
California
$162M +$15.5M +11% 134
PTCG
6614
Pring Turner Capital Group
California
$162M -$2.22M -1% 71
BGWM
6615
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 134
MPW
6616
MGO Private Wealth
California
$162M -$5.26M -3% 69
BCG
6617
BayBridge Capital Group
California
$161M +$4.57M +3% 100
CP
6618
Camelot Portfolios
Ohio
$161M -$7.28M -4% 605
FRA
6619
FFG Retirement Advisors
Colorado
$161M +$78.8K +0% 45
PBO
6620
Peoples Bank (Ohio)
Ohio
$161M -$1.55M -0.9% 100
SWR
6621
Spahn Wealth & Retirement
Arizona
$161M -$7.55M -4% 40
MF
6622
Manuka Financial
Virginia
$161M +$272K +0.2% 59
VWA
6623
VERITY Wealth Advisors
United States
$161M +$2.73M +2% 82
PIM
6624
Peregrine Investment Management
Ontario, Canada
$161M -$42.5M -21% 25
BRWM
6625
Blue Rock Wealth Management
North Carolina
$161M +$330K +0.2% 113