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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
KWM
4426
Kaydan Wealth Management
Michigan
$301M -$38M -11% 2.07% 57.8% 111 7.21%
HWMO
4427
Heritage Wealth Management (Ohio)
Ohio
$301M -$4.21M -1% 0.08% 241 12.03%
BF
4428
Brooklyn FI
New York
$301M +$16.7M +6% 0.56% 54.7% 64 9.38%
TCOT
4429
Trust Company of Tennessee
Tennessee
$300M +$652K +0.2% 0.4% 6 0%
V
4430
ValueWorks
New York
$300M -$13.7M -4% 8.88% 190% 34 0%
DIGDR
4431
Dynamo Internacional Gestao de Recursos
Brazil
$300M -$138M -32% 20.3% 34.1% 10 10%
EFP
4432
EnRich Financial Partners
Wisconsin
$300M +$919K +0.3% 2.18% 230 6.96%
CIM
4433
Chiron Investment Management
New York
$300M +$15.9M +6% 7.88% 104% 122 54.92%
SC
4434
Stolper & Co
Oklahoma
$300M -$5.46M -2% 1.16% 70.5% 91 5.49%
WA
4435
WP Advisors
California
$300M +$26.5M +10% 4.2% 95.5% 106 9.43%
FWM
4436
ForthRight Wealth Management
Georgia
$300M -$372K -0.1% 1.15% 44.6% 64 7.81%
SSC
4437
Syverson Strege & Co
Iowa
$300M +$1.5M +0.5% 2.16% 66.8% 78 11.54%
SFP
4438
Sandbox Financial Partners
Maryland
$300M +$17.3M +6% 5.08% 69.6% 115 13.04%
PWM
4439
Provident Wealth Management
Tennessee
$300M +$6.65M +2% 0.37% 53.3% 137 17.52%
AACA
4440
American Assets Capital Advisers
California
$300M -$26.1M -8% 4.88% 73.5% 40 7.5%
TA
4441
TrueWealth Advisors
Alabama
$300M +$289K +0.1% 0.41% 58.5% 246 18.7%
SEEDPG
4442
S.E.E.D. Planning Group
New York
$300M -$1.98M -0.7% 1.51% 45.1% 79 12.66%
CI
4443
Cavalier Investments
Georgia
$299M -$26.7M -8% 5.06% 171% 94 31.91%
ECAM
4444
East Coast Asset Management
Massachusetts
$299M -$1.94M -0.6% 5.43% 147% 74 5.41%
GOCP
4445
Great Oak Capital Partners
Massachusetts
$299M +$9.96M +3% 2.87% 34 5.88%
VAMG
4446
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 1.4% 717 88.84%
WTFG
4447
Wood Tarver Financial Group
Idaho
$299M 0.08% 794
DF
4448
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 5.67% 199% 290 87.93%
SIS
4449
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 0.67% 744 16.8%
PCR
4450
Potrero Capital Research
California
$299M -$17.4M -6% 10.4% 226% 39 41.03%