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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
KFS
4476
Kelly Financial Services
Massachusetts
$171M -$19.6M -10% 6.16% 58.4% 723 7.88%
VCG
4477
Vantage Consulting Group
Virginia
$171M -$7.17M -4% 4.31% 261% 224 9.82%
KCM
4478
Knoll Capital Management
Florida
$171M -$4.07M -2% 4.14% 269% 41 19.51%
TGI
4479
TRV GP IV
Massachusetts
$171M +$19.1M +13% 42% 686% 5 0%
FPWM
4480
FSB Premier Wealth Management
Iowa
$171M -$9.35M -5% 5.33% 43.1% 138 11.59%
RCM
4481
Raleigh Capital Management
North Carolina
$171M -$4.66M -3% 7.78% 71.8% 860 27.56%
NAM
4482
NewGen Asset Management
Ontario, Canada
$171M +$13.2M +8% 8.43% 391% 33 51.52%
GF
4483
Genworth Financial
Virginia
$171M +$32.7M +24% 5.6% 64% 2 0%
SLA
4484
Silver Lake Advisory
Utah
$171M -$12.4M -7% 3.33% 70.9% 100 9%
KWM
4485
Kanen Wealth Management
Florida
$171M -$12.8M -7% 7.67% 164% 31 32.26%
FWM
4486
ForthRight Wealth Management
Georgia
$170M -$9.4M -5% 4.99% 36.6% 48 10.42%
TA
4487
Tamarack Advisers
California
$170M -$2.53M -1% 1.7% 46.5% 53 35.85%
PWC
4488
PYA Waltman Capital
Tennessee
$170M -$9.06M -5% 4.71% 60.6% 219 5.02%
CWA
4489
Centennial Wealth Advisory
Michigan
$170M -$8.27M -5% 3.33% 57.6% 147 42.18%
NFSG
4490
Newbridge Financial Services Group
Florida
$170M +$9.06M +6% 3.13% 115% 1,531 12.61%
BFWA
4491
Benchmark Financial Wealth Advisors
Florida
$170M -$25.2M -13% 5.12% 70.6% 76 15.79%
SIP
4492
Stoneridge Investment Partners
Pennsylvania
$170M -$11.6M -6% 7.38% 26.4% 111 28.83%
LWA
4493
Lowe Wealth Advisors
Maryland
$170M -$13.3M -7% 4.65% 63.3% 363 9.37%
BWL
4494
Beacon Wealthcare LLC
North Carolina
$170M -$11M -6% 5.49% 42% 11 0%
CA
4495
Continental Advisors
Utah
$170M +$3.97M +2% 1.71% 69% 63 17.46%
BC
4496
Bullfrog Capital
California
$170M +$4.68M +3% 21.3% 4 25%
ARC
4497
Arias Resource Capital
Cayman Islands
$169M -$57.4M -25% 24.9% 81.3% 2 0%
SWM
4498
Sculati Wealth Management
Michigan
$169M -$5.82M -3% 3.95% 72.3% 120 5.83%
WIM
4499
Warwick Investment Management
Texas
$169M -$36.9M -18% 5.05% 53.4% 72 55.56%
YEPV
4500
Yorktown Energy Partners VIII
New York
$169M -$26.4M -13% 0.56% 15.2% 2 0%