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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
KFP
3501
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 5.58% 34.1% 46 2.17%
BSWM
3502
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 5.38% 42.9% 31 6.45%
SC
3503
Soundwatch Capital
Connecticut
$224M 8.6% 59.2% 13
GII
3504
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 0% 5.67% 21 4.76%
CFD
3505
Creative Financial Designs
Indiana
$224M +$38M +20% 5.43% 56.2% 679 24.01%
PA
3506
Parkside Advisors
California
$224M +$33.7M +18% 5.36% 36.7% 71 12.68%
PCM
3507
Princeton Capital Management
New Jersey
$224M +$17.7M +9% 10.9% 148% 251 60.96%
WCA
3508
Westover Capital Advisors
Delaware
$224M +$11.8M +6% 7.6% 117% 152 17.11%
MAM
3509
Monaco Asset Management
Monaco
$223M 9.98% 97% 69
USGIU
3510
U.S. Global Investors (USGI)
Texas
$223M +$38.9M +21% 14.2% 119% 193 34.72%
EBT
3511
Enterprise Bank & Trust
Massachusetts
$223M +$17.1M +8% 6.37% 65.9% 97 12.37%
SFSIG
3512
San Francisco Sentry Investment Group
California
$223M +$4.59M +2% 11.1% 436% 966 11.59%
FSWA
3513
Financial Synergies Wealth Advisors
Texas
$222M +$17.5M +9% 6.05% 72.3% 36 25%
JWM
3514
Janiczek Wealth Management
Colorado
$222M +$2.36M +1% 5.9% 16.4% 171 8.77%
KLI
3515
Kelman-Lazarov Inc
Tennessee
$222M +$19.4M +10% 7.59% 39.9% 99 5.05%
PIC
3516
PCJ Investment Counsel
Ontario, Canada
$222M +$29.9M +16% 6.94% 165% 76 34.21%
EWA
3517
ERTS Wealth Advisors
Michigan
$222M +$24.4M +12% 5.69% 29.7% 87 9.2%
BCCM
3518
Bridge Creek Capital Management
Massachusetts
$222M +$15.4M +7% 7.86% 76.5% 90 3.33%
IFA
3519
Interactive Financial Advisors
Illinois
$222M +$4.46M +2% 4.82% 37.7% 144 15.97%
BRA
3520
Bender Robert & Associates
California
$222M +$21.7M +11% 14.3% 98.1% 50 2%
WCM
3521
Weik Capital Management
Pennsylvania
$221M +$12.9M +6% 7.38% 67.4% 121 7.44%
DI
3522
Diligent Investors
California
$221M +$16.5M +8% 7.84% 71.9% 227 8.81%
QCM
3523
Quadrant Capital Management
New Jersey
$221M +$17.6M +9% 7.03% 50.3% 89 7.87%
MPEM
3524
Marathon Partners Equity Management
New York
$221M -$43M -16% 3.01% 15 26.67%
CAM
3525
Capco Asset Management
Florida
$221M +$20.1M +10% 10.8% 46.7% 22 4.55%