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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
PWM
4801
PRW Wealth Management
Massachusetts
$215M +$15.2M +8% 8.04% 42.3% 113 23.01%
VBFG
4802
Vishria Bird Financial Group
Tennessee
$215M +$24.3M +13% 7.32% 74.3% 69 15.94%
IFG
4803
Investors Financial Group
Minnesota
$215M +$25.7M +14% 7.77% 216 10.19%
CSWG
4804
Cardinal Strategic Wealth Guidance
Kentucky
$215M +$23.6M +12% 7.21% 67.3% 69 4.35%
WC
4805
Weil Company
California
$214M +$22.2M +12% 14.5% 60.7% 153 16.34%
BKA
4806
Brick & Kyle Associates
Pennsylvania
$214M +$17.2M +9% 10.8% 97.4% 62 9.68%
AMC
4807
AKKR Management Company
California
$214M 8.04% 14
SA
4808
Sycale Advisors
New York
$214M -$9.3M -4% 8.35% 31.5% 22 27.27%
OCM
4809
OLP Capital Management
Hong Kong
$214M -$255M -54% 30.1% 146% 7 28.57%
ER
4810
EVR Research
Virginia
$214M +$33.7M +19% 7.39% 165% 32 43.75%
PKC
4811
Palmer Knight Company
Florida
$214M +$22M +11% 11% 78.9% 30 10%
PWM
4812
Prentice Wealth Management
New York
$214M +$6.85M +3% 6.08% 44.2% 344 69.48%
PP
4813
Pertento Partners
United Kingdom
$214M 4.73% 196% 13
TCM
4814
TCG Crossover Management
California
$214M 2.5% 3,013% 15
UHC
4815
Union Heritage Capital
Michigan
$214M +$247K +0.1% 11.4% 82.1% 60 5%
IF
4816
Insight Folios
North Carolina
$213M +$31.7M +17% 7.47% 32.9% 139 15.11%
MS
4817
Madden Securities
Texas
$213M +$28.6M +15% 10.4% 92.2% 120 16.67%
SCM
4818
Seascape Capital Management
New Hampshire
$213M +$18.1M +9% 9.61% 111% 95 15.79%
RGC
4819
Redwood Grove Capital
California
$213M +$37.5M +21% 7.08% 79.8% 27 18.52%
DFA
4820
DHJJ Financial Advisors
Illinois
$213M +$19.8M +10% 7.2% 56.7% 132 6.82%
FDC
4821
Flight Deck Capital
California
$213M 7.01% 379% 17
SVG
4822
Sun Valley Gold
Idaho
$213M -$69.3M -25% 7.71% 160% 16 31.25%
CC
4823
Claybrook Capital
Massachusetts
$213M +$15.2M +8% 3.48% 7.15% 138 14.49%
UFG
4824
United Fire Group
Iowa
$213M +$12.5M +6% 8.87% 27.4% 52 5.77%
SC
4825
Serenity Capital
California
$213M -$22.7M -10% 8.48% 3 33.33%