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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
KPWG
3951
KFA Private Wealth Group
Virginia
$322M +$43.4M +16% 6.78% 57.5% 99 14.14%
WFI
3952
West Family Investments
California
$322M +$27M +9% 7.28% 76.4% 276 20.65%
MIG
3953
Mariner Investment Group
New York
$322M -$48.3M -13% 6.52% 40 62.5%
KS
3954
Karpas Strategies
Connecticut
$322M +$19.3M +6% 8.19% 16.1% 117 2.56%
WWP
3955
WR Wealth Planners
Missouri
$322M +$52.8M +20% 8.44% 22.1% 1,178 83.96%
CPG
3956
Cornerstone Planning Group
New Jersey
$322M +$18.7M +6% 5.48% 55.1% 1,206 27.78%
GPC
3957
Guardian Point Capital
Virginia
$321M -$17M -5% 16.4% 128% 11 27.27%
OHWP
3958
Oak Harbor Wealth Partners
North Carolina
$321M +$23.3M +8% 7.68% 56.8% 238 7.98%
RGC
3959
Redwood Grove Capital
California
$321M +$50.2M +19% 8.08% 56.7% 28 14.29%
FI
3960
Fosun International
China
$321M -$170M -35% 14.4% 16.9% 49 18.37%
BCFS
3961
Butensky & Cohen Financial Security
Florida
$321M +$20.1M +7% 8.61% 72.2% 98 4.08%
V
3962
VeraBank
Texas
$321M +$23.8M +8% 7.16% 51% 147 6.12%
FAFC
3963
First American Financial Corporation
California
$321M -$23.4M -7% 3.6% 4 0%
HW
3964
Hamilton Wealth
California
$320M +$2.59M +0.8% 12.8% 101% 126 46.83%
LSWM
3965
Lorne Steinberg Wealth Management
Canada
$320M +$22.6M +8% 7.36% 73.4% 74 8.11%
SACTSONJ
3966
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$320M +$32.2M +11% 14% 147% 218 2.29%
GF
3967
Gray Foundation
New York
$320M +$37.3M +13% 13.5% 11 0%
SCM
3968
Sollinda Capital Management
Florida
$320M -$34.3M -10% 3.44% 105 57.14%
TCCM
3969
Timber Creek Capital Management
Massachusetts
$320M +$26.5M +9% 8.8% 85.7% 136 14.71%
XWM
3970
Xcel Wealth Management
Florida
$320M +$34.7M +12% 12.6% 93.7% 130 13.85%
SW
3971
Solidarity Wealth
Utah
$320M +$42.4M +15% 9.6% 73.4% 92 20.65%
JF
3972
JSF Financial
California
$319M +$31.1M +11% 8.7% 79% 119 18.49%
EPDL
3973
El Puerto de Liverpool
Mexico
$319M +$28.7M +10% 9.86% 1 0%
RRCM
3974
Rappaport Reiches Capital Management
Illinois
$319M +$46.1M +17% 5.42% 17.6% 105 21.9%
TM
3975
Tikvah Management
North Carolina
$319M +$27.8M +10% 10.4% 173% 24 12.5%