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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 Avg Holding
Period (Yrs)
HWC
4751
Hill Winds Capital
New York
$189M +$6.05M +3% 9.53% 8.52% 56 55.36% 0.3
SFPG
4752
Stonebridge Financial Planning Group
Florida
$189M +$17.4M +10% 8.01% 67.2% 457 10.28% 1.2
BWM
4753
BCS Wealth Management
Tennessee
$188M -$22.6M -11% 3.62% 46.7% 174 21.84% 1
WP
4754
Waycross Partners
Kentucky
$188M +$8.82M +5% 10.3% 87.7% 92 11.96% 0.5
WHAM
4755
Windmill Hill Asset Management
United Kingdom
$188M +$1.54M +0.8% 8.11% 97% 14 42.86% 0.4
FA
4756
Fountainhead AM
New Jersey
$188M -$9K -0% 4.72% 65.6% 61 1.64% 0.5
EML
4757
Eos Management LP
New York
$188M +$17M +10% 9.15% 152% 29 3.45% 3.5
DA
4758
Detalus Advisors
Missouri
$188M +$18.2M +11% 6.66% 75.7% 124 16.13% 1.1
IWP
4759
Insight Wealth Partners
Texas
$188M -$15.3M -8% 2.21% 63.2% 59 11.86% 1
TCM
4760
Tieton Capital Management
Washington
$188M +$14.3M +8% 7.27% 172% 35 5.71% 3.6
OKSA
4761
O'Keefe Stevens Advisory
New York
$188M +$28.3M +18% 11.9% 208% 43 13.95% 2.9
RW
4762
Rede Wealth
Virginia
$188M +$14.9M +9% 6.94% 80.9% 110 9.09% 0.4
AIA
4763
Arcadia Investment Advisors
Idaho
$187M +$5.25M +3% 5.78% 56.4% 248 58.06% 0.8
AFC
4764
AFT Forsyth & Company
Florida
$187M +$20.5M +12% 11.9% 135% 165 10.91% 4.4
BSA
4765
Bull Street Advisors
Georgia
$187M +$10.1M +6% 4.49% 41.9% 94 1.06% 1.6
AlphaCore Capital
4766
AlphaCore Capital
California
$187M +$37.6M +25% 6.08% 85.9% 83 45.78% 0.8
RWP
4767
Reliant Wealth Planning
Kentucky
$187M +$14.6M +8% 6.95% 39.4% 5 0% 1.3
SAM
4768
Selway Asset Management
$187M +$14.9M +9% 6.41% 36.5% 76 10.53% 4
MSFP
4769
Mark Sheptoff Financial Planning
Connecticut
$187M +$12.3M +7% 6.69% 92.4% 445 20.45% 3.4
CJA
4770
C-J Advisory
California
$186M +$14.8M +9% 5.63% 39.2% 34 5.88% 3.7
WGCA
4771
Wolf Group Capital Advisors
Virginia
$186M +$12.6M +7% 5.23% 28.2% 103 4.85% 2.4
IFG
4772
Investors Financial Group
Minnesota
$186M +$15.4M +9% 5.73% – 212 13.21% 1
ATIA
4773
American Trust Investment Advisors
New Hampshire
$186M +$14.8M +9% 7.35% 91% 86 8.14% 2.5
JAM
4774
JLP Asset Management
New York
$186M +$29.4M +19% 13.7% 16.1% 34 8.82% 1.7
AU
4775
Algebris (UK)
United Kingdom
$186M -$124M -40% 1.36% 24.5% 40 72.5% 0.5