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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
LFP
4901
Leeward Financial Partners
Washington
$181M +$6.74M +4% 3.3% 83% 87 18.39%
LW
4902
Libra Wealth
California
$181M -$2.51M -1% 3.58% 58.2% 52 3.85%
7CM
4903
7G Capital Management
New York
$181M -$13.4M -7% 6.46% 137% 9 0%
EP
4904
Essential Planning
New Hampshire
$181M +$5.18M +3% 2.77% 38.1% 64 15.63%
CSWM
4905
Cassady Schiller Wealth Management
Ohio
$180M -$3.66M -2% 3.54% 21.8% 489 12.07%
TCMP
4906
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 3.63% 58.2% 149 16.78%
SFCM
4907
Savoir Faire Capital Management
Connecticut
$180M 9.22% 1.22% 48
NC
4908
Nucleo Capital
Brazil
$180M -$28.6M -14% 14.8% 116% 3 0%
NL
4909
NKCFO LLC
Illinois
$180M -$36.9M -17% 0.5% 211% 98 31.63%
NC
4910
Nixon Capital
Texas
$180M -$12.4M -6% 2.23% 118% 28 46.43%
OGF
4911
Orin Green Financial
California
$180M -$11.2M -6% 4.28% 53.3% 80 13.75%
FCMI
4912
Foresite Capital Management IV
California
$180M -$23.4M -11% 6.79% 151% 7 0%
WA
4913
Wilshire Advisors
California
$180M -$8.65M -5% 3.87% 118% 10 10%
WW
4914
Westshore Wealth
California
$180M -$16M -8% 5.28% 58.8% 111 18.02%
SWM
4915
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 3.5% 17.2% 65 12.31%
TFCM
4916
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 8.03% 131% 92 9.78%
3CP
4917
3G Capital Partners
New York
$180M +$80.9M +82% 9.73% 351% 16 43.75%
ODFS
4918
O'Donnell Financial Services
California
$180M +$14.3M +9% 1.1% 61% 31 29.03%
GAAM
4919
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 1.87% 132% 109 7.34%
FPWM
4920
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 3.2% 53.9% 162 6.79%
FGI
4921
Foresight Global Investors
New York
$180M -$5.62M -3% 3.34% 72.8% 47 27.66%
MCM
4922
Maytus Capital Management
New York
$180M -$23.5M -12% 0.21% 442% 60 60%
RPCONE
4923
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 3.25% 117% 239 20.5%
AWM
4924
Accel Wealth Management
Iowa
$180M -$2.14M -1% 2.77% 77.4% 183 15.3%
BAM
4925
Bullseye Asset Management
Colorado
$179M -$19.7M -10% 6.29% 81% 76 11.84%