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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
TAM
4651
Townsend Asset Management
North Carolina
$205M -$4.83M -2% 5.02% 77% 219 10.05%
SLWA
4652
San Luis Wealth Advisors
California
$205M +$106M +108% 5.74% 58.8% 459 80.61%
ROC
4653
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 0.66% 93.4% 29 13.79%
PP
4654
Prosperity Planning
Missouri
$204M +$6.97M +4% 4.2% 40.5% 96 4.17%
SCM
4655
SG Capital Management
Illinois
$204M -$61.1M -23% 2.65% 187% 84 69.05%
NWM
4656
Northwest Wealth Management
Iowa
$204M -$11M -5% 1.61% 63.4% 143 20.28%
MFS
4657
Madrona Financial Services
Washington
$204M -$32.5M -14% 4.09% 75.4% 82 14.63%
CWM
4658
CCG Wealth Management
California
$204M +$12.2M +6% 3.64% 63% 131 32.82%
BCM
4659
Bienville Capital Management
New York
$204M +$65.9M +48% 7.06% 22.3% 154 45.45%
FS
4660
Ferguson Shapiro
Georgia
$204M +$18.5M +10% 7.19% 39.6% 42 50%
HBCM
4661
Heron Bay Capital Management
Michigan
$204M +$1.02M +0.5% 4.42% 50.9% 76 18.42%
TL
4662
TowerView LLC
New York
$204M +$1.4M +0.7% 2.48% 23.3% 36 13.89%
NFSG
4663
Newbridge Financial Services Group
Florida
$203M -$8.32M -4% 5.05% 115% 1,612 17.25%
MPPLM
4664
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203M -$2.56M -1% 3.37% 90.2% 133 22.56%
SWM
4665
Scissortail Wealth Management
Oklahoma
$203M -$56.4M -22% 0.08% 56.6% 147 55.1%
SFA
4666
Spectrum Financial Alliance
Kentucky
$203M -$1.8M -0.9% 1.69% 185% 10 10%
PWC
4667
PYA Waltman Capital
Tennessee
$203M +$9.06M +5% 1.56% 60.6% 216 8.33%
BWL
4668
Beacon Wealthcare LLC
North Carolina
$203M -$16.9M -8% 5.78% 42% 13 7.69%
SJL
4669
Shayne & Jacobs LLC
Tennessee
$203M +$17M +9% 10.5% 73.4% 37 2.7%
NLVP
4670
New Leaf Venture Partners
New York
$203M -$73.1M -26% 22% 17.1% 22 4.55%
BWM
4671
BNC Wealth Management
Oregon
$203M -$8.57M -4% 1.21% 193% 146 30.82%
CA
4672
Continental Advisors
Utah
$203M -$34.7M -15% 3.9% 69% 66 24.24%
SFG
4673
Sunburst Financial Group
Alabama
$203M +$5.59M +3% 4% 50.7% 76 6.58%
BCM
4674
Breiter Capital Management
Florida
$202M -$1.69M -0.8% 2.7% 109% 141 9.93%
RWP
4675
Reliant Wealth Planning
Kentucky
$202M -$3.29M -2% 4.24% 35.1% 6 33.33%