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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
V
4051
ValueWorks
New York
$308M +$13.4M +5% 7.38% 110% 33 0%
GSAM
4052
Grant Street Asset Management
Pennsylvania
$308M +$25.4M +9% 6.65% 35.9% 69 13.04%
KWS
4053
Keystone Wealth Services
California
$308M +$16M +5% 7.53% 61.6% 229 9.17%
WMA
4054
West Michigan Advisors
Michigan
$308M +$43.8M +17% 10.3% 69% 184 20.65%
LC
4055
Landaas & Company
Wisconsin
$307M +$37.9M +14% 8.04% 60.3% 90 16.67%
GIP
4056
Gavilan Investment Partners
California
$307M +$38.1M +14% 16.7% 123% 13 0%
HNW
4057
High Note Wealth
Minnesota
$307M +$41.3M +16% 8.77% 73% 97 11.34%
FL
4058
Fourthstone LLC
Missouri
$307M -$187M -38% 13.3% 60.1% 66 57.58%
B
4059
BetterWealth
California
$307M +$14.5M +5% 4.77% 55.7% 67 14.93%
SF
4060
Safeguard Financial
Wisconsin
$307M +$42.8M +16% 8.76% 21.9% 86 13.95%
BA
4061
Birinyi Associates
Connecticut
$307M +$25.2M +9% 10.4% 102% 60 15%
CP
4062
Capital Planning
Washington
$307M +$25.4M +9% 7.78% 68.9% 85 17.65%
GPA
4063
Guidance Point Advisors
Massachusetts
$307M +$36.1M +13% 9.42% 67.1% 86 20.93%
AWM
4064
Atticus Wealth Management
Florida
$306M +$22.4M +8% 7.26% 63.8% 589 11.21%
WCM
4065
Whitener Capital Management
North Carolina
$305M +$29.1M +11% 11.1% 98.5% 163 12.27%
SCM
4066
SG Capital Management
Illinois
$305M -$31.6M -9% 10.3% 187% 76 75%
WKWM
4067
Walter & Keenan Wealth Management
Indiana
$305M +$25.6M +9% 10.8% 79.9% 150 11.33%
RAM
4068
Roanoke Asset Management
New Jersey
$305M +$35.2M +13% 15.4% 50.3% 108 6.48%
WA
4069
WP Advisors
California
$305M +$34.7M +13% 11.1% 95.5% 108 6.48%
WWM
4070
Wiser Wealth Management
Georgia
$305M +$30.4M +11% 5.97% 46.7% 36 22.22%
OKSA
4071
O'Keefe Stevens Advisory
New York
$305M +$56.4M +23% 26.8% 216% 67 34.33%
SPC
4072
Stony Point Capital
New York
$305M +$1.86M +0.6% 13.4% 146% 30 33.33%
LAM
4073
L2 Asset Management
Massachusetts
$305M +$61.3M +25% 14.3% 110% 214 18.69%
SCPM
4074
Sea Cliff Partners Management
California
$304M +$47.9M +19% 6.85% 17 29.41%
OBGC
4075
O'Brien Greene & Co
Pennsylvania
$304M +$19.8M +7% 8.91% 79.6% 138 12.32%