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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
HFP
4901
Holistic Financial Partners
Indiana
$168M +$16M +11% 7.53% 95.7% 134 23.88%
KCM
4902
Kingstown Capital Management
New York
$167M -$123M -42% 5.53% 38.6% 155 70.97%
JPLA
4903
Joseph P. Lucia & Associates
New York
$167M -$56.8M -25% 6.03% 58.2% 646 14.4%
CCM
4904
Courage Capital Management
Tennessee
$167M +$30.4M +22% 9.38% 76.1% 50 42%
WCAMG
4905
Woodard & Company Asset Management Group
North Carolina
$167M +$10.1M +6% 7.65% 65.2% 110 15.45%
LP
4906
LGL Partners
Pennsylvania
$167M -$7.3M -4% 6.37% 56.3% 98 14.29%
BC
4907
Birchview Capital
Vermont
$167M -$1.27M -0.8% 0.66% 233% 63 15.87%
PM
4908
Penbrook Management
New York
$167M +$27.9M +20% 12.8% 103% 107 7.48%
FF
4909
Friedenthal Financial
New Jersey
$167M +$31M +23% 2.75% 111% 75 45.33%
OP
4910
Osmium Partners
California
$167M +$57.8M +53% 1.45% 28.4% 16 50%
CFC
4911
Coyle Financial Counsel
Illinois
$167M +$22.3M +15% 6.53% 46.8% 61 13.11%
BWP
4912
Bernardo Wealth Planning
Pennsylvania
$167M +$9.4M +6% 6.71% 42.9% 84 19.05%
PBC
4913
Pavion Blue Capital
California
$167M +$14.7M +10% 7.49% 67.6% 93 6.45%
LL
4914
LPWM LLC
Minnesota
$167M +$17.8M +12% 7% 54.3% 63 9.52%
FC
4915
Fusion Capital
South Carolina
$166M +$12.7M +8% 7.21% 73.5% 78 11.54%
HSWM
4916
Hubbell Strickland Wealth Management
Louisiana
$166M +$10.7M +7% 5.69% 49.2% 69 10.14%
RCA
4917
Ranch Capital Advisors
Florida
$166M +$14.9M +10% 6.79% 82% 944 36.86%
HZ
4918
Hixon Zuercher
Ohio
$166M +$14.9M +10% 10.3% 87.5% 57 3.51%
DFG
4919
Demars Financial Group
Washington
$166M +$17.6M +12% 7.29% 60.9% 85 5.88%
AC
4920
Annandale Capital
Texas
$166M +$25.1M +18% 8.06% 52.5% 84 19.05%
TL
4921
TowerView LLC
New York
$166M +$5.17M +3% 0.31% 23.3% 36 38.89%
TC
4922
Tacita Capital
Ontario, Canada
$166M +$11.9M +8% 6.44% 60.3% 209 21.53%
AFG
4923
Affinia Financial Group
Massachusetts
$166M +$5.48M +3% 6.53% 37.5% 33 12.12%
FCMI
4924
Foresite Capital Management I
California
$166M -$32.4M -16% 8.54% 40.7% 4 0%
NEPPG
4925
New England Professional Planning Group
Rhode Island
$166M +$2.74M +2% 6.53% 47.1% 60 23.33%