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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
DSN
4276
D. Scott Neal
Kentucky
$252M -$13.5M -5% 2.75% 105% 66 16.67%
WWG
4277
West Wealth Group
California
$252M -$14M -5% 3.84% 71.2% 72 27.78%
FCM
4278
Fourpath Capital Management
Oklahoma
$252M -$8.65M -3% 3.44% 78% 180 25%
DP
4279
Denver PWM
Colorado
$252M -$10.3M -4% 3.78% 44.8% 101 10.89%
BCP
4280
Berkeley Capital Partners
Georgia
$251M +$7.46M +3% 0.3% 62.8% 163 18.4%
CP
4281
Covenant Partners
Tennessee
$251M -$18.9M -7% 4.47% 70.3% 228 29.39%
FL
4282
Fourthstone LLC
Missouri
$251M -$14.7M -6% 2.23% 104% 50 32%
FSG
4283
Financial Strategies Group
Michigan
$251M +$5.64M +2% 3.94% 44.9% 89 19.1%
AI
4284
AXS Investments
New York
$251M -$172M -41% 9% 104% 189 35.45%
MFGP
4285
Marshall Financial Group (Pennsylvania)
Pennsylvania
$251M -$7.32M -3% 5.33% 65.5% 61 9.84%
BRA
4286
Biechele Royce Advisors
Indiana
$251M +$911K +0.4% 0.64% 39.2% 64 0%
AJ
4287
Ashburton (Jersey)
Jersey
$251M +$12.1M +5% 0.05% 50 18%
TF
4288
Threadgill Financial
Texas
$251M +$83M +49% 4.42% 49.3% 43 16.28%
WRTC
4289
Wind River Trust Company
Wyoming
$250M -$25.6M -9% 5.05% 62.1% 10 10%
THWM
4290
Taylor Hoffman Wealth Management
Virginia
$250M -$13.3M -5% 4.81% 47.8% 140 7.14%
AFWM
4291
AMJ Financial Wealth Management
Virginia
$250M -$27.6M -10% 0.65% 167% 109 37.61%
JIC
4292
JRM Investment Counsel
Nebraska
$249M +$10.5M +4% 4.3% 65.5% 19 10.53%
RCS
4293
Retirement Capital Strategies
California
$249M -$22.9M -8% 5.41% 59% 83 36.14%
SP
4294
StackLine Partners
New York
$249M -$29.8M -11% 11.3% 12.7% 11 9.09%
LWP
4295
Lumature Wealth Partners
Georgia
$249M -$8.22M -3% 6.57% 439 13.9%
HAC
4296
Harbor Advisory Corp
New Hampshire
$249M +$2.64M +1% 3.03% 63.2% 84 8.33%
TCM
4297
TCG Crossover Management
California
$249M +$35.5M +17% 4.16% 3,013% 20 25%
KSCM
4298
Key Square Capital Management
Connecticut
$249M +$3.48M +1% 6.5% 50.2% 54 83.33%
HCA
4299
Horan Capital Advisors
Ohio
$249M -$3.8M -2% 3.86% 26.6% 97 9.28%
CNBTD
4300
Citizens National Bank Trust Department
Mississippi
$248M -$15M -6% 0.59% 114% 322 10.56%