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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
SSW
4376
Stone Summit Wealth
Florida
$353M +$29.8M +9% 7.48% 59.6% 147 6.12%
SP
4377
Sequent Planning
Nebraska
$352M +$36.7M +12% 5.67% 205 22.93%
IQI
4378
Integrated Quantitative Investments
Washington
$352M +$11.4M +3% 14.4% 471 49.68%
FFO
4379
Fiduciary Family Office
Florida
$351M +$46.1M +15% 13.1% 202 15.84%
LFP
4380
Leeward Financial Partners
Washington
$351M +$35.9M +11% 8.17% 83% 104 6.73%
EFP
4381
EnRich Financial Partners
Wisconsin
$351M +$25.7M +8% 5.98% 63 6.35%
CP
4382
Catalys Pacific
Japan
$351M +$220M +167% 174% 2 0%
GF
4383
Gray Foundation
New York
$351M -$1.81M -0.5% 3.96% 9 11.11%
HBS
4384
Howard Bailey Securities
Indiana
$351M +$26.9M +8% 5.76% 171 28.07%
HCM
4385
Heights Capital Management
California
$351M -$23.7M -6% 0.74% 234 52.99%
MWM
4386
McMill Wealth Management
Nebraska
$351M +$49.1M +16% 5.64% 56 12.5%
AFGI4KRSP
4387
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$351M +$28.6M +9% 15.5% 17.8% 1 0%
BOS
4388
Bank of Stockton
California
$351M +$15M +4% 7.69% 92.3% 144 4.86%
VSI
4389
Verde Servicos Internacionais
Brazil
$351M +$123M +54% 8.76% 120% 60 66.67%
SCP
4390
Seafarer Capital Partners
California
$351M -$15.6M -4% 0.5% 43% 7 0%
KIC
4391
Keating Investment Counselors
Florida
$350M +$19.4M +6% 10.4% 43.7% 65 12.31%
CC
4392
Cederberg Capital
United Kingdom
$350M +$77.9M +29% 19% 273% 11 36.36%
KPWG
4393
KFA Private Wealth Group
Virginia
$350M +$27.4M +8% 7% 57.5% 143 11.89%
KWM
4394
Kaydan Wealth Management
Michigan
$350M +$44.6M +15% 7.52% 57.8% 119 10.92%
KC
4395
Kaleidoscope Capital
Massachusetts
$350M +$98.1M +39% 22.9% 11 18.18%
PA
4396
Pineridge Advisors
Missouri
$350M +$73.9M +27% 3.62% 597 28.98%
OAJ
4397
Ogorek Anthony Joseph
New York
$350M +$26.1M +8% 6.78% 61.1% 705 8.37%
CC
4398
Cypress Capital
Tennessee
$350M +$5.23M +2% 5.3% 39.8% 98 13.27%
SCP
4399
Siena Capital Partners
Illinois
$349M +$7.31M +2% 3.07% 44.2% 101 10.89%
RGC
4400
Redwood Grove Capital
California
$349M +$47.9M +16% 23.3% 79.8% 24 20.83%