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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
KJWM
3876
Kiley Juergens Wealth Management
Washington
$290M +$22.7M +8% 10.5% 106% 75 5.33%
WPIC
3877
White Pine Investment Company
Michigan
$290M +$11.5M +4% 4.35% 66.3% 64 9.38%
SA
3878
SoftVest Advisors
Texas
$290M -$34.6M -11% 13.3% 178% 5 40%
BDWCC
3879
B&D White Capital Company
Texas
$290M -$5.36M -2% 2.74% 38.1% 77 53.25%
TCM
3880
Trybe Capital Management
Connecticut
$289M +$106M +58% 21.6% 681% 15 20%
BDAM
3881
Blue Door Asset Management
Connecticut
$289M +$113M +64% 13.8% 127% 27 37.04%
MCM
3882
Maltese Capital Management
New York
$289M +$21.3M +8% 0.13% 114% 105 20.95%
CW
3883
CIC Wealth
Maryland
$289M +$23.9M +9% 8.88% 170 11.76%
FC
3884
Finepoint Capital
Massachusetts
$289M +$27.3M +10% 18.4% 27.4% 42 21.43%
NCM
3885
Northside Capital Management
Oregon
$289M -$82.7M -22% 5.14% 94.8% 119 12.61%
KWA
3886
KCS Wealth Advisory
California
$289M +$24.2M +9% 6.57% 45.3% 161 14.91%
KDA
3887
Kraft Davis & Associates
Missouri
$288M 5.79% 75% 109
WRPWM
3888
Werba Rubin Papier Wealth Management
California
$288M +$33.5M +13% 5.46% 67% 130 16.15%
WCA
3889
Westover Capital Advisors
Delaware
$288M +$17.9M +7% 8.74% 133% 188 25%
IPW
3890
Impact Partnership Wealth
Georgia
$288M 4.5% 47.3% 920
OBGC
3891
O'Brien Greene & Co
Pennsylvania
$288M +$20.7M +8% 3.5% 81.4% 127 6.3%
HW
3892
Hamilton Wealth
California
$287M +$3.79M +1% 7.45% 108% 105 24.76%
BRA
3893
Biechele Royce Advisors
Indiana
$287M +$18.2M +7% 4.59% 39.2% 73 15.07%
FMN
3894
Financial Management Network
California
$287M +$37.9M +15% 7% 57.4% 145 16.55%
BLAM
3895
Bourne Lent Asset Management
New York
$287M +$22.3M +8% 13% 76.1% 63 3.17%
FCT
3896
Family Capital Trust
Massachusetts
$287M +$28.4M +11% 13.6% 32.3% 52 0%
HC
3897
Hourglass Capital
Texas
$287M +$9.76M +4% 3.94% 89.6% 108 13.89%
BWP
3898
Balboa Wealth Partners
Arizona
$287M +$22M +8% 14.8% 197% 345 26.38%
SFG
3899
Sunburst Financial Group
Alabama
$287M +$15.4M +6% 3.99% 50.7% 93 5.38%
WMG
3900
WESCAP Management Group
California
$286M +$2.54M +0.9% 2.29% 45.7% 90 3.33%