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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
NL
4801
NKCFO LLC
Illinois
$180M -$36.9M -17% 0.5% 202% 98 31.63%
NC
4802
Nixon Capital
Texas
$180M -$12.4M -6% 2.23% 102% 28 46.43%
OGF
4803
Orin Green Financial
California
$180M -$11.2M -6% 4.28% 53.3% 80 13.75%
FCMI
4804
Foresite Capital Management IV
California
$180M -$23.4M -11% 6.79% 149% 7 0%
WA
4805
Wilshire Advisors
California
$180M -$8.65M -5% 3.87% 110% 10 10%
WW
4806
Westshore Wealth
California
$180M -$16M -8% 5.28% 44.5% 111 18.02%
SWM
4807
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 3.5% 17.2% 65 12.31%
TFCM
4808
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 8.03% 131% 92 9.78%
3CP
4809
3G Capital Partners
New York
$180M +$80.9M +82% 9.73% 190% 16 43.75%
ODFS
4810
O'Donnell Financial Services
California
$180M +$14.3M +9% 1.1% 47.9% 31 29.03%
GAAM
4811
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 1.87% 97% 109 7.34%
FPWM
4812
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 3.2% 43.1% 162 6.79%
FGI
4813
Foresight Global Investors
New York
$180M -$5.62M -3% 3.34% 62.9% 47 27.66%
MCM
4814
Maytus Capital Management
New York
$180M -$23.5M -12% 0.21% 267% 60 60%
RPCONE
4815
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 3.25% 90.1% 239 20.5%
AWM
4816
Accel Wealth Management
Iowa
$180M -$2.14M -1% 2.77% 77.4% 183 15.3%
BAM
4817
Bullseye Asset Management
Colorado
$179M -$19.7M -10% 6.29% 55% 76 11.84%
SOA
4818
Sea Otter Advisors
Florida
$179M -$1.19M -0.7% 6.97% 319 36.05%
DRS
4819
Deane Retirement Strategies
Louisiana
$179M -$3.2M -2% 1.08% 64.7% 75 40%
PFT
4820
Providence First Trust
Arizona
$179M -$2.57M -1% 3.27% 64.1% 94 11.7%
BMWM
4821
Brown Miller Wealth Management
Virginia
$179M -$6.22M -3% 4.43% 102% 127 11.81%
LAM
4822
Lountzis Asset Management
Pennsylvania
$179M -$2.11M -1% 2.57% 103% 45 2.22%
SHCM
4823
Stone House Capital Management
Florida
$179M -$20.4M -10% 6.68% 238% 4 25%
SC
4824
Steph & Co
Wisconsin
$179M -$4.08M -2% 3.4% 56.8% 298 21.14%
LFA
4825
Level Financial Advisors
New York
$179M -$230K -0.1% 2.79% 41.5% 301 11.3%