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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
KFG
4776
Kingdom Financial Group
Arizona
$324M +$160M +98% 1.8% 46.2% 752 86.57%
MIM
4777
Moseley Investment Management
Florida
$324M -$5.01M -2% 1.83% 96.6% 181 11.6%
PWM
4778
Penobscot Wealth Management
Maine
$324M +$12M +4% 1.48% 50.5% 108 7.41%
DF
4779
Donoghue Forlines
Massachusetts
$323M -$1.13M -0.3% 8.08% 199% 146 54.11%
GPC
4780
Guardian Point Capital
Virginia
$323M +$63.1M +24% 12.8% 142% 13 23.08%
CCG
4781
Cloverfields Capital Group
Minnesota
$323M +$3.18M +1% 0.75% 101% 100 14%
BC
4782
Bruce & Co
Illinois
$323M -$412K -0.1% 6.38% 94.5% 39 0%
GPW
4783
Genesis Private Wealth
Virginia
$322M +$84.3M +35% 1.97% 197 28.43%
APW
4784
Acima Private Wealth
Virginia
$322M +$2.86M +0.9% 1.41% 45.2% 179 1.68%
PC
4785
Prairiewood Capital
North Dakota
$322M +$20.5M +7% 0.41% 43% 83 14.46%
DWM
4786
Darwin Wealth Management
Florida
$322M +$7.16M +2% 2.36% 56.8% 694 17.72%
SA
4787
Sycale Advisors
New York
$322M -$212M -40% 5.04% 31.5% 25 40%
SAMT
4788
Select Asset Management & Trust
Pennsylvania
$322M -$3.27M -1% 2.31% 68.4% 85 12.94%
PC
4789
Permit Capital
Pennsylvania
$321M +$2.37M +0.7% 2.85% 121% 20 5%
CWM
4790
Core Wealth Management
Florida
$321M +$10.5M +3% 1.99% 41.1% 41 17.07%
PFPGI
4791
Patriot Financial Partners GP II
Pennsylvania
$321M +$4.54M +1% 5.54% 12 8.33%
OPTFSNA
4792
Old Point Trust & Financial Services N A
Virginia
$321M +$11.2M +4% 2.96% 72.6% 350 19.43%
PWM
4793
Purus Wealth Management
California
$321M +$7.28M +2% 3.79% 156% 154 9.09%
WCA
4794
Whetstone Capital Advisors
Kansas
$321M -$40.6M -11% 1.87% 282% 65 30.77%
SWM
4795
Selective Wealth Management
Virginia
$320M +$9.64M +3% 1.57% 62.6% 115 14.78%
CC
4796
Checkpoint Capital
California
$320M +$21.6M +7% 14.2% 11 45.45%
WF
4797
Whelan Financial
California
$320M +$4.58M +1% 1.27% 57.9% 103 13.59%
WIC
4798
Whitegate Investment Counselors
New Hampshire
$320M +$16.3M +5% 0.64% 48% 70 8.57%
RWP
4799
Reliant Wealth Planning
Kentucky
$320M +$11.4M +4% 0.22% 39.4% 56 17.86%
PCS
4800
Private Client Services
Kentucky
$320M +$21.2M +7% 2.3% 214 18.22%