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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
CPW
4701
Catalyst Private Wealth
California
$200M -$32.2M -14% 16.2% 103% 86 15.12%
TA
4702
Trellis Advisors
Washington
$200M -$11.3M -5% 5.83% 23.3% 87 10.34%
AGA
4703
Accuvest Global Advisors
Utah
$200M -$28.2M -12% 6.26% 126% 128 37.5%
GWA
4704
GGM Wealth Advisors
Maryland
$200M +$73.6M +58% 4.95% 25.9% 148 41.89%
SFS
4705
Stiles Financial Services
Minnesota
$200M -$7.86M -4% 4.74% 88.2% 194 9.79%
BIMC
4706
Benson Investment Management Company
Virginia
$200M -$6.57M -3% 2.82% 91.6% 65 23.08%
1C
4707
1623 Capital
Virginia
$200M -$68.4M -26% 11.7% 11.9% 69 42.03%
FPWM
4708
FSB Premier Wealth Management
Iowa
$199M -$40.1M -17% 3.5% 43.1% 544 77.02%
KPWG
4709
KFA Private Wealth Group
Virginia
$199M -$1.6M -0.8% 4.04% 57.5% 74 9.46%
FBC
4710
Fairfield, Bush & Co
Connecticut
$199M -$8.61M -4% 1.02% 101% 134 8.96%
CPC
4711
Congress Park Capital
New York
$199M -$3.6M -2% 5.17% 95.6% 164 28.05%
SCM
4712
Sitrin Capital Management
California
$199M -$13.3M -6% 7.21% 97% 40 25%
PBO
4713
Peoples Bank (Ohio)
Ohio
$199M -$3.59M -2% 2.96% 71.7% 151 18.54%
HSCU
4714
Half Sky Capital (UK)
United Kingdom
$199M -$320K -0.2% 22.3% 13% 9 44.44%
BA
4715
Bennicas & Associates
California
$199M +$6.89M +4% 5.94% 40.3% 110 11.82%
AAM
4716
Augustine Asset Management
Florida
$199M -$4.98M -2% 1.68% 344% 104 16.35%
DSA
4717
Droms Strauss Advisors
Missouri
$199M -$26.4M -12% 4.63% 56.1% 52 23.08%
TC
4718
Taika Capital
Florida
$199M +$72.4M +57% 9.61% 68.3% 55 61.82%
WC
4719
Weil Company
California
$199M -$15.4M -7% 1.62% 51.9% 155 28.39%
SOW
4720
State of Wyoming
Wyoming
$199M -$16M -7% 4.09% 99.1% 2,149 28.06%
OPWM
4721
Oakwell Private Wealth Management
Texas
$199M -$2.16M -1% 5.13% 50.1% 63 7.94%
DFG
4722
Demars Financial Group
Washington
$199M +$9.77M +5% 1.88% 60.9% 98 21.43%
MSFP
4723
Mark Sheptoff Financial Planning
Connecticut
$199M -$10.8M -5% 1.74% 85.8% 501 19.76%
GSEP
4724
Golden State Equity Partners
California
$199M +$710K +0.4% 1.84% 224 35.71%
TA
4725
Teramo Advisors
Florida
$199M +$17.4M +10% 2.59% 62.5% 18 22.22%