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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
PH
4726
Pinnacle Holdings
Oklahoma
$263M -$1.82M -0.7% 0.11% 79.6% 260 17.69%
HGA
4727
Hobbs Group Advisors
South Carolina
$263M -$2.9M -1% 0.06% 161 19.88%
WCM
4728
Westend Capital Management
California
$263M -$73.9M -22% 1.34% 264 26.89%
IFA
4729
Independence Financial Advisors
New Hampshire
$263M 2.25% 47
JHWEPV
4730
J.H. Whitney Equity Partners VII
Connecticut
$263M +$40.6M +18% 18.6% 407% 1 0%
IPW
4731
Intergy Private Wealth
Colorado
$263M -$4.99M -2% 1.67% 67.6% 99 12.12%
ROC
4732
Robertson Opportunity Capital
Texas
$263M -$9.74M -4% 0.82% 93.4% 29 6.9%
TWD
4733
True Wealth Design
Ohio
$263M +$4.82M +2% 0.13% 53% 2,695 51.32%
BCM
4734
BluePointe Capital Management
California
$262M +$87.7M +50% 4.1% 134 34.33%
FC
4735
Fusion Capital
South Carolina
$262M +$14.3M +6% 1.27% 100% 87 14.94%
KFSC
4736
Keystone Financial Services (Colorado)
Colorado
$262M +$1.19M +0.5% 0.81% 66% 112 19.64%
GCM
4737
Gator Capital Management
Florida
$262M -$3.43M -1% 4.25% 245% 71 5.63%
TCM
4738
Tekne Capital Management
New York
$262M -$20.3M -7% 12.8% 516% 7 14.29%
GSCM
4739
Greenfield Seitz Capital Management
Texas
$262M -$534K -0.2% 0.32% 114 14.04%
HPM
4740
Hoxton Planning & Management
West Virginia
$262M +$504K +0.2% 1.95% 70.1% 221 16.29%
LSWP
4741
Liberty Square Wealth Partners
Pennsylvania
$262M -$12M -4% 2.52% 156 7.05%
CAGAS
4742
Capital Advisory Group Advisory Services
Minnesota
$262M -$16.6M -6% 0.34% 54.8% 184 11.41%
SPIO
4743
Seven Post Investment Office
California
$262M +$586K +0.2% 0.91% 52.6% 33 0%
GFPC
4744
Global Financial Private Client
Florida
$262M -$4.91M -2% 0.66% 90.4% 1,711 5.2%
JGCM
4745
Joseph Group Capital Management
Ohio
$262M +$7.85M +3% 1.5% 58.4% 97 11.34%
HCM
4746
Harspring Capital Management
New York
$262M -$90.3M -26% 8.86% 70.6% 17 5.88%
CIA
4747
Capital Impact Advisors
Massachusetts
$261M 10% 30
LCM
4748
Lonestar Capital Management
California
$261M -$13M -5% 2.78% 260% 26 46.15%
UC
4749
Unio Capital
New Jersey
$261M -$18.9M -7% 2.53% 97.8% 28 21.43%
CA
4750
Cache Advisors
California
$261M +$20.8M +9% 11.2% 86 15.12%