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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
BC
4001
Bruce & Co
Illinois
$344M +$39.6M +13% 14.4% 94.5% 41 2.44%
CP
4002
Covenant Partners
Tennessee
$344M +$14.6M +4% 6.85% 70.3% 196 18.88%
TWG
4003
The Wealth Group
Minnesota
$344M +$12.5M +4% 5.66% 67 11.94%
BI
4004
Berkeley Inc
Idaho
$343M +$183M +113% 7.48% 40.9% 67 8.96%
HGERS
4005
Householder Group Estate & Retirement Specialist
Arizona
$343M -$12.8M -4% 5.51% 1,356 18.95%
LC
4006
Longitude (Cayman)
Cayman Islands
$343M +$186M +118% 12.6% 56 46.43%
CPA
4007
Court Place Advisors
Maryland
$343M +$24.2M +8% 8.96% 92% 169 8.28%
JF
4008
JSF Financial
California
$343M +$16.5M +5% 5.86% 79% 124 17.74%
XS
4009
XR Securities
Illinois
$343M -$205M -37% 12.1% 17% 247 31.17%
GPA
4010
Guidance Point Advisors
Massachusetts
$342M +$22.2M +7% 5.61% 67.1% 88 10.23%
V
4011
VeraBank
Texas
$342M +$19.9M +6% 6.7% 60.6% 146 1.37%
XWM
4012
Xcel Wealth Management
Florida
$342M +$22.5M +7% 8.07% 93.7% 131 9.92%
TI
4013
tru Independence
Oregon
$342M +$10.4M +3% 5.12% 55.7% 112 8.93%
VP
4014
Verum Partners
North Carolina
$341M +$31.8M +10% 5.96% 53.9% 164 7.93%
GSAM
4015
Grant Street Asset Management
Pennsylvania
$341M +$22.6M +7% 5.26% 41.6% 78 8.97%
PA
4016
PSI Advisors
Florida
$341M +$25.4M +8% 5% 58.2% 914 6.89%
ASW
4017
Astoria Strategic Wealth
Texas
$341M +$18.1M +6% 5.53% 42.1% 35 17.14%
MKC
4018
M. Kraus & Co
Vermont
$341M +$15.1M +5% 6.92% 51.8% 82 4.88%
CFG
4019
Carr Financial Group
Massachusetts
$341M +$26.8M +9% 5.56% 66.1% 202 10.89%
MG
4020
MilWealth Group
Wisconsin
$341M +$24M +8% 5.65% 36.8% 68 2.94%
PFM
4021
Peak Financial Management
Massachusetts
$341M +$21.1M +7% 6.32% 51.8% 100 8%
VIA
4022
Vickerman Investment Advisors
Washington
$340M +$28.7M +9% 4.3% 47.3% 65 1.54%
ECM
4023
Engle Capital Management
Connecticut
$340M +$44.2M +15% 19% 398% 27 48.15%
CSUI
4024
Cincinnati Specialty Underwriters Insurance
Ohio
$340M +$7.19M +2% 10.1% 115% 41 4.88%
AF
4025
Apollon Financial
South Carolina
$340M +$30.9M +10% 4.11% 167 16.17%