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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
JTWM
3676
Jackson Thornton Wealth Management
Alabama
$349M 6.37% 64.4% 17
CA
3677
Claar Advisors
New York
$349M +$11.8M +4% 6.15% 65.5% 38 5.26%
PCM
3678
Princeton Capital Management
New Jersey
$349M +$35.2M +11% 12.9% 180% 117 10.26%
KFP
3679
KB Financial Partners
New Jersey
$348M +$75.2M +28% 6.1% 677 76.22%
GWM
3680
GSB Wealth Management
Connecticut
$348M +$154M +79% 8.43% 61.8% 228 35.09%
SFA
3681
Souders Financial Advisors
Ohio
$348M +$38.1M +12% 9.24% 54.9% 142 9.86%
BSG
3682
Black Swift Group
Colorado
$348M +$8.62M +3% 8.84% 139% 119 46.22%
RWB
3683
RMR Wealth Builders
New Jersey
$348M +$7.64M +2% 7.86% 81.6% 210 52.86%
FPTW
3684
Franklin, Parlapiano, Turner & Welch
Texas
$348M +$29.6M +9% 8.76% 41.6% 52 3.85%
MCA
3685
Mendon Capital Advisors
Florida
$348M +$54.5M +19% 11.5% 73 27.4%
CF
3686
Corrigan Financial
Rhode Island
$348M +$20.7M +6% 4.1% 9.54% 90 8.89%
TGI
3687
TRV GP IV
Massachusetts
$348M -$93M -21% 19.7% 1,102% 5 0%
JSC
3688
Jackson Square Capital
California
$348M +$40M +13% 12.9% 416% 197 17.26%
DIM
3689
Delta Investment Management
California
$348M +$29.4M +9% 8.57% 65.8% 196 26.53%
RWP
3690
Revolve Wealth Partners
New Jersey
$347M 6.8% 60.3% 151
ETS
3691
ESL Trust Services
New York
$347M +$19.3M +6% 6.28% 53.9% 24 8.33%
PCWA
3692
Pacific Capital Wealth Advisors
California
$347M +$32.4M +10% 4.94% 46.9% 92 13.04%
WC
3693
Winmill & Co
New Hampshire
$347M +$34.4M +11% 9.27% 146% 87 16.09%
LWA
3694
Lineweaver Wealth Advisors
Ohio
$347M +$19.2M +6% 7.69% 61.4% 144 11.81%
LFM
3695
LGT Fund Management
Liechtenstein
$347M 11.3% 121% 174
PCM
3696
Patient Capital Management
Maryland
$347M 1.95% 131% 43
PWA
3697
Peterson Wealth Advisors
Utah
$347M +$44.2M +15% 7.09% 46.4% 60 13.33%
FSA
3698
Fort Sheridan Advisors
Illinois
$347M +$41M +13% 11.9% 109% 214 15.42%
BRA
3699
Bender Robert & Associates
California
$347M -$2.81M -0.8% 8.25% 116% 49 6.12%
EWP
3700
Engrave Wealth Partners
Texas
$346M +$7.85M +2% 5.49% 39.9% 75 14.67%