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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
TF
4901
Theory Financial
Colorado
$239M +$12.2M +5% 0.17% 40.5% 77 18.18%
WKSWA
4902
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 7.31% 105% 111 28.83%
ODFS
4903
O'Donnell Financial Services
California
$239M -$7.18M -3% 0.31% 47.9% 44 15.91%
SI
4904
Shaker Investments
Ohio
$239M -$1.15M -0.5% 7.03% 205% 102 24.51%
FCM
4905
Forager Capital Management
Alabama
$239M -$15.5M -6% 1.34% 30.6% 14 14.29%
KPWG
4906
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 1.34% 57.5% 92 13.04%
IWP
4907
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 1.37% 41.8% 105 12.38%
TSS
4908
Thomas Story & Son
Indiana
$239M -$6.47M -3% 0.8% 91.8% 53 5.66%
NC
4909
Nightview Capital
Texas
$239M +$110M +86% 47.9% 142% 9 66.67%
HA
4910
Hanover Advisors
South Carolina
$238M +$202K +0.1% 0.7% 97 10.31%
EC
4911
EntryPoint Capital
New York
$238M +$62.2M +35% 0.51% 1,009 72.35%
MC
4912
Machina Capital
France
$238M -$13.8M -5% 1.92% 26.2% 376 56.91%
SEM
4913
Strategic Equity Management
Arizona
$237M +$26.5M +13% 1.26% 54.6% 59 20.34%
EML
4914
Eos Management LP
New York
$237M -$48.5M -17% 12% 152% 45 15.56%
PHAM
4915
Palisades Hudson Asset Management
Florida
$237M +$281K +0.1% 0.86% 53.9% 108 6.48%
DIP
4916
Davis Investment Partners
North Carolina
$237M -$1.49M -0.6% 0.53% 64.6% 133 18.8%
GIM
4917
Gold Investment Management
Alberta, Canada
$237M -$1.75M -0.7% 1.01% 215 3.26%
BC
4918
Barrett & Company
Rhode Island
$237M +$6.21M +3% 1.11% 74.8% 625 9.92%
PIP
4919
Palisades Investment Partners
California
$237M +$7.26M +3% 10.4% 46 23.91%
TPWA
4920
Twin Peaks Wealth Advisors
California
$237M +$19.9M +9% 3.75% 147 15.65%
UBG
4921
United Bank (Georgia)
Georgia
$237M +$19.9M +9% 0.38% 64.5% 112 11.61%
EWP
4922
Elevation Wealth Partners
California
$237M +$3.71M +2% 0.06% 63.7% 534 16.85%
IFPG
4923
Intrepid Financial Planning Group
Indiana
$237M +$3.16M +1% 3.54% 64.1% 132 11.36%
GGI
4924
GPM Growth Investors
Michigan
$237M -$3.69M -2% 0.8% 46 8.7%
TA
4925
Teramo Advisors
Florida
$237M -$71.3M -23% 3.04% 62.5% 7 0%