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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
WG
3926
Watchman Group
Texas
$303M +$68M +29% 10.1% 52.9% 81 14.81%
FIM
3927
Fernwood Investment Management
Massachusetts
$303M +$25.1M +9% 11.9% 83.4% 200 8%
KMWM
3928
Keudell/Morrison Wealth Management
Oregon
$303M -$25M -8% 9.9% 197 12.18%
CPG
3929
Cornerstone Planning Group
New Jersey
$303M +$40.4M +15% 9.78% 55.1% 1,248 25.08%
BL
3930
BWCP LP
Texas
$303M +$24.6M +9% 18.6% 161% 25 20%
VM
3931
Venator Management
Pennsylvania
$303M +$31.9M +12% 14.5% 115% 32 21.88%
SPC
3932
Stony Point Capital
New York
$303M +$8.37M +3% 21.8% 146% 29 24.14%
TWG
3933
The Wealth Group
Minnesota
$303M 10.4% 60
KFP
3934
Keystone Financial Planning
Ohio
$303M +$16.4M +6% 6.71% 34.1% 49 2.04%
KS
3935
Karpas Strategies
Connecticut
$302M +$30.1M +11% 11.6% 16.1% 121 9.09%
BCP
3936
Berkeley Capital Partners
Georgia
$302M +$25.4M +9% 10.1% 49.3% 159 12.58%
IC
3937
Intel Corp
California
$302M +$12.6M +4% 13.6% 55.6% 7 14.29%
HPC
3938
Hobart Private Capital
North Carolina
$302M +$38.7M +15% 9.81% 52.5% 63 44.44%
PFA
3939
Professional Financial Advisors
Nebraska
$302M +$81.1M +37% 9.42% 52.8% 99 13.13%
PRWA
3940
Platte River Wealth Advisors
Colorado
$302M +$28.8M +11% 10.3% 28.6% 104 15.38%
UCI
3941
Uncommon Cents Investing
Wisconsin
$302M +$29.4M +11% 9.61% 83.8% 181 6.08%
BCM
3942
Boltwood Capital Management
California
$302M +$32M +12% 8.51% 56.3% 170 11.76%
BP
3943
Bandera Partners
New York
$302M +$25M +9% 3.84% 27.6% 20 10%
MG
3944
MilWealth Group
Wisconsin
$302M +$48M +19% 8.35% 29.9% 65 4.62%
PA
3945
Pineridge Advisors
Missouri
$302M 5.12% 815
BOS
3946
Bank of Stockton
California
$302M +$34.3M +13% 11.7% 92.3% 126 9.52%
SCP
3947
Searchlight Capital Partners
New York
$302M +$29.6M +11% 13.8% 70.4% 4 0%
CSUI
3948
Cincinnati Specialty Underwriters Insurance
Ohio
$302M +$39.5M +15% 15.1% 110% 39 5.13%
CPI
3949
Crestview Partners III
New York
$302M -$145M -32% 28.6% 5.73% 3 0%
WAS
3950
Winch Advisory Services
Wisconsin
$302M +$28.9M +11% 9.4% 72.5% 472 9.11%