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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
KFO
4776
Kopp Family Office
Minnesota
$166M +$43.3M +35% 12.1% 34% 23 39.13%
UMC
4777
UNC Management Company
North Carolina
$166M -$12.7M -7% 11.5% 75.3% 5 60%
FCCM
4778
First City Capital Management
Georgia
$166M +$14.4M +9% 12.7% 76.5% 167 9.58%
SPG
4779
Snow Phipps Group
New York
$166M -$19.2M -10% 10.4% 89.2% 2 0%
FDS
4780
First Dallas Securities
Texas
$166M +$20.4M +14% 16% 134% 124 15.32%
QM
4781
QVIDTVM Management
Texas
$166M +$18.1M +12% 16.4% 15.4% 15 26.67%
WF
4782
Whelan Financial
California
$166M +$20.3M +14% 5.15% 57.9% 30 13.33%
SA
4783
Stonebridge Advisors
Connecticut
$166M +$40.4M +32% 0.63% 2.4% 4 25%
SVBP
4784
Strategic Value Bank Partners
Ohio
$166M +$15.4M +10% 10.1% 58.2% 23 8.7%
CFCI
4785
Comprehensive Financial Consultants Institutional
Indiana
$166M +$13.9M +9% 12.3% 70.2% 172 20.35%
GCA
4786
GSI Capital Advisors
California
$165M -$43.1M -21% 5.35% 25.4% 37 37.84%
SL
4787
SWMG LLC
Texas
$165M +$12M +8% 6.53% 61.3% 90 35.56%
CRI
4788
Commonwealth Retirement Investments
Virginia
$165M 14.6% 70.1% 67
TFA
4789
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 4.7% 48 10.42%
RWP
4790
Reliant Wealth Planning
Kentucky
$165M -$70.7M -30% 6.16% 35.1% 15 20%
KCM
4791
Kempner Capital Management
Texas
$165M +$13.6M +9% 10.5% 60.9% 63 7.94%
AWC
4792
Adamsbrown Wealth Consultants
Kansas
$165M +$33.4M +25% 7.43% 55.8% 81 12.35%
GGI
4793
GPM Growth Investors
Michigan
$165M +$14.7M +10% 6.68% 41 19.51%
TWP
4794
Tempus Wealth Planning
California
$165M +$14.7M +10% 9.58% 89.9% 205 24.39%
SG
4795
Stagwell Group
Florida
$165M -$19.6M -11% 10.6% 8.47% 1 0%
AIA
4796
Armor Investment Advisors
North Carolina
$164M +$17.7M +12% 9.56% 43.8% 182 16.48%
TWM
4797
Triton Wealth Management
Arizona
$164M -$4.07M -2% 5.21% 89 12.36%
HSWM
4798
Hubbell Strickland Wealth Management
Louisiana
$164M +$20.9M +15% 10.3% 49.2% 67 16.42%
CF
4799
CNA Financial
Illinois
$164M -$98.6M -38% 14.9% 50.5% 173 58.96%
HCM
4800
Highview Capital Management
Illinois
$164M +$29.5M +22% 6.66% 89.5% 121 33.06%