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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
TI
4501
TTP Investments
California
$306M +$68.4M +29% 19.1% 197% 55 41.82%
MWM
4502
Mindset Wealth Management
Indiana
$305M +$48.6M +19% 26.5% 164 16.46%
BE
4503
Bonness Enterprises
District of Columbia
$305M -$1.12M -0.4% 1.16% 94.6% 38 2.63%
KWM
4504
Kaydan Wealth Management
Michigan
$305M -$6.35M -2% 6.88% 57.8% 118 14.41%
FFO
4505
Fiduciary Family Office
Florida
$305M +$4.8M +2% 6.26% 207 19.32%
ICP
4506
Impact Capital Partners
Colorado
$305M +$29.1M +11% 11.7% 275 11.27%
CPC
4507
Congress Park Capital
New York
$305M +$41M +16% 11.1% 95.6% 128 24.22%
AWP
4508
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 6.69% 57.3% 156 13.46%
CFCI
4509
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 8.82% 70.2% 186 8.06%
FFO
4510
Fortitude Family Office
Arizona
$305M +$23.9M +8% 8.42% 2,166 53.69%
SC
4511
Stolper & Co
Oklahoma
$304M -$493K -0.2% 2.11% 70.5% 91 6.59%
AIM
4512
Avanda Investment Management
Singapore
$304M +$21.9M +8% 6.79% 33 48.48%
HJIM
4513
Henry James International Management
New York
$304M +$12M +4% 10.8% 123% 99 4.04%
RWI
4514
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 8.32% 47% 112 15.18%
PGF
4515
Plan Group Financial
Oklahoma
$304M +$24M +9% 6.25% 47.2% 176 25.57%
V
4516
ValueWorks
New York
$304M +$38.6M +15% 11.3% 110% 36 13.89%
MHC
4517
May Hill Capital
Massachusetts
$304M +$38.6M +15% 11.3% 233 33.05%
MWM
4518
MGB Wealth Management
Texas
$304M +$27.1M +10% 15.5% 324 15.74%
WSWA
4519
Warren Street Wealth Advisors
California
$303M +$45.9M +18% 9.81% 75.7% 141 22.7%
OWIM
4520
Old West Investment Management
California
$303M +$26.1M +9% 22% 235% 72 31.94%
PDIP
4521
Palo Duro Investment Partners
Illinois
$303M -$28.1M -8% 0.79% 86.5% 23 8.7%
VWA
4522
VSM Wealth Advisory
Maryland
$303M +$24.5M +9% 8.28% 547 14.81%
SJL
4523
Shayne & Jacobs LLC
Tennessee
$303M -$104M -26% 3.04% 73.4% 97 7.22%
BFWA
4524
Benchmark Financial Wealth Advisors
Florida
$302M +$37.6M +14% 9.98% 70.6% 120 20.83%
LJHT
4525
Laurie J. Hall Trustee
$302M +$22.1M +8% 12% 96% 115 6.96%