Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DJFS
6826
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 6.01% 75.6% 16
GFA
6827
Gladwyn Financial Advisors
Virginia
$129M 6.51% 82
IWM
6828
IMG Wealth Management
Florida
$129M +$17.7M +16% 8.76% 517
ACM
6829
Arthedge Capital Management
New York
$129M +$6.66M +5% 21.3% 144% 12
MPW
6830
Magnolia Private Wealth
Pennsylvania
$129M +$10.8M +9% 6.92% 117
AC
6831
Avant Capital
Louisiana
$129M +$8.67M +7% 5.93% 71
CAG
6832
Cypress Advisory Group
Arizona
$129M +$19.2M +18% 4.13% 68
CI
6833
CPR Investments
Michigan
$129M +$16.1M +14% 10.3% 46.6% 51
DFA
6834
Davies Financial Advisors
California
$129M +$11.5M +10% 11.5% 79
SHFA
6835
Sherrill & Hutchins Financial Advisory
Georgia
$129M +$11.4M +10% 5.32% 12
CFGW
6836
Chancellor Financial Group WB
Pennsylvania
$129M +$8.32M +7% 9.31% 140
DG
6837
DMC Group
Alabama
$129M +$5.87M +5% 9.05% 67.7% 139
PW
6838
Paladin Wealth
Minnesota
$129M +$17.3M +16% 9.51% 115
VF
6839
Visa Foundation
California
$129M -$4.27M -3% 11.9% 45.2% 1
MC
6840
Marest Capital
California
$129M +$8.15M +7% 12.3% 30
7CM
6841
7G Capital Management
New York
$129M +$11.8M +10% 13% 105% 8
DC
6842
Dahring Cusmano
Michigan
$128M +$12.2M +11% 8.09% 56
DI
6843
Disciplined Investors
Texas
$128M +$17.5M +16% 11% 123
SMAM
6844
Sugar Maple Asset Management
Wisconsin
$128M +$1.24M +1% 4.33% 85
USWG
6845
U.S. Wealth Group
New York
$128M +$2.07M +2% 10.2% 42
USWIA
6846
UP Strategic Wealth Investment Advisors
Pennsylvania
$128M +$15.8M +14% 12.6% 101
SF
6847
Strategent Financial
Virginia
$128M +$17.7M +16% 7.9% 35
TM
6848
TFJ Management
Massachusetts
$128M +$22.5M +21% 20.3% 14
PFG
6849
Pacific Financial Group
Washington
$128M +$4.2M +3% 9.24% 47.7% 64
DWA
6850
Delos Wealth Advisors
Texas
$128M +$1.81M +1% 6.28% 38.4% 262