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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
4601
Kelly Financial Services
Massachusetts
$190M +$18.8M +11% 7.14% 58.4% 713 4.91%
CFG
4602
Carr Financial Group
Massachusetts
$190M 7.93% 66.1% 164
TC
4603
Taika Capital
Florida
$190M +$26.5M +16% 17.3% 68.3% 56 44.64%
T
4604
TRUADVICE
Florida
$190M +$11.7M +7% 6.23% 21.6% 165 18.79%
RFA
4605
Resurgent Financial Advisors
Georgia
$190M +$40.1M +27% 10.2% 86.4% 633 69.04%
NEGWA
4606
New England Guild Wealth Advisors
Connecticut
$190M +$24.3M +15% 7.86% 6.04% 71 12.68%
DLPIC
4607
Davide Leone & Partners Investment Company
United Kingdom
$190M +$119M +168% 7.1% 64.1% 6 83.33%
VFIC
4608
Valley Forge Investment Consultants
Pennsylvania
$190M +$7.66M +4% 8.99% 61.9% 85 15.29%
MS
4609
Madden Securities
Texas
$190M +$24.1M +15% 7.52% 92.2% 397 76.07%
PCM
4610
Pennsylvania Capital Management
Pennsylvania
$190M +$8.67M +5% 1.58% 70.6% 100 30%
BTP
4611
Bloom Tree Partners
New York
$189M -$78.8M -29% 0.16% 20.4% 78 39.74%
SWM
4612
Selective Wealth Management
Virginia
$189M -$44M -19% 4.19% 62.6% 794 84.38%
SAM
4613
Selway Asset Management
$189M +$17.8M +10% 9.2% 36.5% 160 55%
DA
4614
Drake & Associates
Wisconsin
$189M +$13.5M +8% 5.7% 47.9% 74 20.27%
IP
4615
Investment Partners
Ohio
$189M -$147M -44% 10.2% 74.1% 261 47.13%
GMF
4616
Grace & Mercy Foundation
New York
$189M 2.11% 67.6% 13
MC
4617
Mayo Clinic
Minnesota
$189M 7.99% 13
WWA
4618
WC Walker & Associates
California
$189M +$12.8M +7% 7.96% 74 5.41%
BCH
4619
Berkshire Capital Holdings
California
$188M -$60.4M -24% 4.37% 2,748% 94 11.7%
HRC
4620
Hoertkorn Richard Charles
$188M +$13.8M +8% 9.85% 172% 88 9.09%
CPWA
4621
Cerro Pacific Wealth Advisors
California
$188M +$23.7M +14% 9.19% 158 11.39%
CPFP
4622
Clear Perspectives Financial Planning
Ohio
$188M -$15.7M -8% 9.8% 267 32.96%
WC
4623
Wealth CMT
New Jersey
$188M +$21.6M +13% 7.97% 25% 30 10%
HPM
4624
Hoxton Planning & Management
West Virginia
$188M 6.58% 70.1% 157
WA
4625
Wealth Advisors
California
$188M -$8.15M -4% 1.65% 40% 71 23.94%