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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
NI
4426
NFC Investments
Tennessee
$345M -$4.25M -1% 1.97% 45 24.44%
WIS
4427
Wright Investors Service
Connecticut
$345M +$14.1M +4% 10.3% 146% 159 19.5%
KC
4428
Knuff & Co
California
$345M +$27.6M +9% 7.77% 85.8% 133 14.29%
DSA
4429
Droms Strauss Advisors
Missouri
$345M +$18.9M +6% 7.73% 68.7% 71 1.41%
CCG
4430
Ceeto Capital Group
Florida
$345M +$57.6M +20% 13.7% 94.4% 191 13.61%
TI
4431
TTP Investments
California
$345M +$39.3M +13% 13.4% 197% 57 33.33%
NLP
4432
Next Level Private
New York
$345M +$37.6M +12% 8.66% 92.4% 159 7.55%
CAC
4433
Core Alternative Capital
Georgia
$345M -$21.1M -6% 8.09% 74.5% 358 8.66%
AM
4434
Atwater Malick
Pennsylvania
$344M +$28.6M +9% 10.1% 79.1% 87 9.2%
FWM
4435
ForthRight Wealth Management
Georgia
$344M +$23.5M +7% 5.41% 44.6% 69 5.8%
KFP
4436
Keystone Financial Planning
Ohio
$344M +$13.3M +4% 3.85% 34.1% 46 2.17%
AWM
4437
Accel Wealth Management
Iowa
$344M +$44.2M +15% 7.59% 77.4% 293 13.31%
OPW
4438
Oxler Private Wealth
New York
$344M +$25.5M +8% 9.9% 92.6% 92 8.7%
SGH
4439
Sivik Global Healthcare
Connecticut
$344M -$23.9M -6% 6.7% 53.8% 64 59.38%
FC
4440
Fusion Capital
South Carolina
$344M +$51.2M +18% 10.5% 100% 100 10%
PCM
4441
Pennsylvania Capital Management
Pennsylvania
$344M +$30.9M +10% 9.13% 70.6% 112 8.04%
V
4442
ValueWorks
New York
$344M +$39.8M +13% 19.1% 190% 34 0%
TA
4443
TFB Advisors
Kansas
$343M -$38.3M -10% 7.28% 80.4% 362 22.65%
CP
4444
Capital Planning
Washington
$343M +$25M +8% 7.37% 68.9% 82 7.32%
PAWA
4445
Palo Alto Wealth Advisors
California
$343M +$78.9M +30% 22.5% 108% 65 16.92%
PWA
4446
PCG Wealth Advisors
Kansas
$343M +$148M +76% 12.5% 87% 153 45.75%
WCM
4447
Westend Capital Management
California
$343M +$18.6M +6% 14.3% 279 27.24%
T
4448
Tidemark
California
$343M +$33M +11% 6.29% 713 8.13%
SEEDPG
4449
S.E.E.D. Planning Group
New York
$343M +$24.2M +8% 7.68% 45.1% 88 22.73%
GLCM
4450
Greenlea Lane Capital Management
Connecticut
$343M -$12.5M -4% 5.97% 99.7% 8 0%