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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
KWS
3926
Keystone Wealth Services
California
$263M -$4.35M -2% 2.48% 61.6% 220 16.36%
CFG
3927
Compton Financial Group
Maryland
$263M -$1.93M -0.7% 3.25% 29.1% 37 21.62%
RA
3928
Rovida Advisors
Florida
$263M +$33.7M +15% 1.14% 24.8% 21 28.57%
FA
3929
Flagstar Advisors
New York
$263M -$2.78M -1% 3.82% 77.9% 168 14.88%
MCM
3930
Maltese Capital Management
New York
$263M -$26.5M -9% 2.54% 85.5% 105 20%
M2MC
3931
Matthew 25 Management Corp
Pennsylvania
$263M -$8.04M -3% 0.57% 122% 22 0%
WWP
3932
WR Wealth Planners
Missouri
$263M +$4.34M +2% 2.61% 22.1% 956 9.41%
CPG
3933
Cornerstone Planning Group
New Jersey
$262M +$9.33M +4% 3.48% 55.1% 1,333 30.08%
PWM
3934
PRW Wealth Management
Massachusetts
$262M -$28.9M -10% 1.66% 42.3% 118 44.07%
CSUI
3935
Cincinnati Specialty Underwriters Insurance
Ohio
$262M -$11.1M -4% 5.08% 110% 38 0%
CCM
3936
Cobalt Capital Management
New Jersey
$262M +$2.3M +0.9% 2.3% 180% 38 57.89%
DMKJ
3937
David M. Knott Jr
$262M +$10.7M +4% 5.62% 144% 162 27.78%
AEPLI
3938
AH Equity Partners LSV III
California
$262M -$28.2M -10% 7.46% 3 0%
OWA
3939
Outlook Wealth Advisors
Texas
$262M -$2.64M -1% 2.15% 54.9% 216 16.2%
AI
3940
ArchPoint Investors
Florida
$262M +$3.16M +1% 2.68% 98.2% 58 5.17%
W
3941
WPWealth
Texas
$261M +$28.3M +12% 3.11% 30.9% 65 21.54%
NWM
3942
Northcape Wealth Management
New York
$261M -$16M -6% 3.07% 59.5% 153 11.11%
LHCM
3943
Lloyd Harbor Capital Management
New York
$261M +$69.4M +36% 24.4% 206% 21 42.86%
MGM
3944
Manchester Global Management
United Kingdom
$261M +$14.4M +6% 1.42% 116% 18 11.11%
AWM
3945
Atticus Wealth Management
Florida
$261M -$10.4M -4% 3.53% 63.8% 620 11.94%
PCC
3946
Perry Creek Capital
New York
$261M -$51.5M -16% 5.84% 25.5% 16 6.25%
V
3947
VeraBank
Texas
$260M +$822K +0.3% 2.77% 51% 143 9.79%
RCGI
3948
Ribbit Capital GP II
California
$260M -$4.46M -2% 1.7% 1 0%
KLC
3949
Kent Lake Capital
Nevada
$260M +$42.5M +20% 2.92% 92.1% 66 45.45%
TC
3950
Tenere Capital
New York
$260M +$56.1M +28% 2.77% 98.7% 37 56.76%