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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
WCM
4001
Windsor Capital Management
Arizona
$322M +$16.7M +5% 5.38% 46.1% 116 7.76%
TP
4002
TenCore Partners
New York
$322M -$14.4M -4% 17% 50.4% 14 14.29%
KPWG
4003
KFA Private Wealth Group
Virginia
$322M +$43.4M +16% 6.78% 57.5% 99 14.14%
WFI
4004
West Family Investments
California
$322M +$27M +9% 7.28% 116% 276 20.65%
MIG
4005
Mariner Investment Group
New York
$322M -$48.3M -13% 6.52% 40 62.5%
KS
4006
Karpas Strategies
Connecticut
$322M +$19.3M +6% 8.19% 16.1% 117 2.56%
WWP
4007
WR Wealth Planners
Missouri
$322M +$52.8M +20% 8.44% 22.1% 1,178 83.87%
CPG
4008
Cornerstone Planning Group
New Jersey
$322M +$18.7M +6% 5.48% 55.1% 1,206 27.69%
GPC
4009
Guardian Point Capital
Virginia
$321M -$17M -5% 16.4% 142% 11 27.27%
OHWP
4010
Oak Harbor Wealth Partners
North Carolina
$321M +$23.3M +8% 7.68% 64.7% 238 7.98%
RGC
4011
Redwood Grove Capital
California
$321M +$50.2M +19% 8.08% 79.8% 28 14.29%
FI
4012
Fosun International
China
$321M -$170M -35% 14.4% 41.3% 49 18.37%
BCFS
4013
Butensky & Cohen Financial Security
Florida
$321M +$20.1M +7% 8.61% 72.2% 98 4.08%
V
4014
VeraBank
Texas
$321M +$23.8M +8% 7.16% 60.6% 147 6.12%
FAFC
4015
First American Financial Corporation
California
$321M -$23.4M -7% 3.6% 4 0%
HW
4016
Hamilton Wealth
California
$320M +$2.59M +0.8% 12.8% 108% 126 46.83%
LSWM
4017
Lorne Steinberg Wealth Management
Canada
$320M +$22.6M +8% 7.36% 73.4% 74 8.11%
SACTSONJ
4018
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$320M +$32.2M +11% 14% 147% 218 2.29%
GF
4019
Gray Foundation
New York
$320M +$37.3M +13% 13.5% 11 0%
SCM
4020
Sollinda Capital Management
Florida
$320M -$34.3M -10% 3.44% 105 57.14%
TCCM
4021
Timber Creek Capital Management
Massachusetts
$320M +$26.5M +9% 8.8% 139% 136 14.71%
XWM
4022
Xcel Wealth Management
Florida
$320M +$34.7M +12% 12.6% 93.7% 130 13.85%
SW
4023
Solidarity Wealth
Utah
$320M +$42.4M +15% 9.6% 73.4% 92 20.65%
JF
4024
JSF Financial
California
$319M +$31.1M +11% 8.7% 79% 119 18.49%
EPDL
4025
El Puerto de Liverpool
Mexico
$319M +$28.7M +10% 9.86% 1 0%