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
WG
6626
Warner Group
Connecticut
$162M +$17M +12% 78
DWM
6627
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 139
DF
6628
Downshift Financial
Colorado
$162M 68
AI
6629
Axecap Investments
Ohio
$162M +$286K +0.2% 102
SR
6630
Syntax Research
Florida
$162M +$6.56M +4% 181
DSCM
6631
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 61
OPF
6632
Old Peak Finance
North Carolina
$162M 87
NWM
6633
Navigoe Wealth Management
California
$162M +$5.38M +3% 276
HPM
6634
Helix Partners Management
New York
$162M -$5.8M -3% 14
BBA
6635
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 132
TT
6636
TI-Trust
Illinois
$162M +$3.08M +2% 132
FH
6637
Financial Harvest
Florida
$162M +$13.6M +9% 62
ZRP
6638
Zynergy Retirement Planning
New Jersey
$162M +$3.41M +2% 28
CFG
6639
Copley Financial Group
California
$162M +$15.5M +11% 134
PTCG
6640
Pring Turner Capital Group
California
$162M -$2.22M -1% 71
BGWM
6641
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 134
MPW
6642
MGO Private Wealth
California
$162M -$5.26M -3% 69
BCG
6643
BayBridge Capital Group
California
$161M +$4.57M +3% 100
CP
6644
Camelot Portfolios
Ohio
$161M -$7.28M -4% 605
FRA
6645
FFG Retirement Advisors
Colorado
$161M +$78.8K +0% 45
PBO
6646
Peoples Bank (Ohio)
Ohio
$161M -$1.55M -0.9% 100
SWR
6647
Spahn Wealth & Retirement
Arizona
$161M -$7.55M -4% 40
MF
6648
Manuka Financial
Virginia
$161M +$272K +0.2% 59
VWA
6649
VERITY Wealth Advisors
United States
$161M +$2.73M +2% 82
PIM
6650
Peregrine Investment Management
Ontario, Canada
$161M -$42.5M -21% 25