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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)
GP
4901
Galileo PTC
British Virgin Islands
$111M +$20.4M +23% 22.8% 82.7% 2 0% 1.3
SFPG
4902
Stonebridge Financial Planning Group
Florida
$111M – – 8.35% 67.2% 365 – 0
TCM
4903
TAM Capital Management
Connecticut
$110M – – 2.8% 4.15% 7 – 0.8
WCM
4904
Washburn Capital Management
Florida
$110M – – 9.51% 117% 35 – 0
BFA
4905
Bluestem Financial Advisors
Illinois
$110M – – 4.66% 39.5% 19 – 0
PWM
4906
Peterson Wealth Management
Nevada
$110M – – 4.68% 78% 46 – 0
JPLA
4907
Joseph P. Lucia & Associates
New York
$110M +$12.9M +13% 7.31% 74.3% 502 11.55% 0.6
CCM
4908
Cox Capital Management
Massachusetts
$110M +$7.47M +7% 7.51% 106% 75 12% 1.3
P3I
4909
Progeny 3 Inc
Washington
$110M +$11M +11% 4.93% 96.8% 20 10% 1.3
LAS
4910
Lloyd Advisory Services
Georgia
$110M – – 4.18% 47.7% 381 – 0
SA
4911
Sunesis Advisors
Kansas
$110M +$13.5M +14% 9.55% – 30 10% 1.2
LFPWM
4912
Leicht Financial Planning & Wealth Management
New Jersey
$110M +$5.17M +5% 1.9% 46.3% 69 36.23% 0.9
PGDP
4913
Pragma Gestao de Patrimonio
Brazil
$110M – – 9.69% 75.2% 14 – 0
DG
4914
DigitalBridge Group
Florida
$110M – – 2.29% 161% 38 – 0
MSWMA
4915
Market Street Wealth Management Advisors
Indiana
$110M +$6.71M +7% 7.42% 44% 38 2.63% 0.9
SCI
4916
Stableford Capital II
Arizona
$110M +$3M +3% 5.32% 66.9% 104 20.19% 1.8
HMS
4917
Hanseatic Management Services
New Mexico
$110M +$12M +12% 12.2% – 272 40.81% 0.7
GIC
4918
Gantzert Investment Company
Illinois
$109M +$7.42M +7% 9.39% – 61 3.28% 1
CIM
4919
Chapman Investment Management
California
$109M – – 8.89% 44% 37 – 0
NCM
4920
Northwest Capital Management
Oregon
$109M +$14.7M +16% 5.51% 57% 68 26.47% 1.3
NWM
4921
Northwest Wealth Management
Iowa
$109M -$12.7M -10% 5.69% 63.4% 118 18.64% 2.3
GPA
4922
Garrison Point Advisors
California
$109M +$8.07M +8% 8.84% 81.5% 132 7.58% 0.9
CAC
4923
Core Alternative Capital
Georgia
$109M – – 6.93% 74.5% 47 – 0
BCM
4924
Brooktree Capital Management
Michigan
$109M – – 8.19% 82.9% 100 – 0
AFS
4925
Aft Forsyth & Sober
Florida
$109M – – 1.81% 94.6% 67 – 1.7