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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
GB
4901
Goepper Burkhardt
South Carolina
$293M +$21.9M +8% 6.35% 50.4% 103 6.8%
PWP
4902
Parkwoods Wealth Partners
New York
$293M +$120M +69% 6.94% 100 29%
DIP
4903
Davis Investment Partners
North Carolina
$293M +$13.5M +5% 7.8% 88.9% 167 10.78%
RWPA
4904
Richard W. Paul & Associates
Michigan
$293M +$16.3M +6% 7.52% 65.2% 354 15.54%
LAM
4905
Lifestyle Asset Management
Texas
$293M +$78.6M +37% 9.5% 82.6% 149 26.17%
TPWA
4906
Twin Peaks Wealth Advisors
California
$293M -$16M -5% 10.9% 2,271 92.82%
BIMC
4907
Benson Investment Management Company
Virginia
$293M +$28.8M +11% 10.1% 91.6% 60 23.33%
WW
4908
Westshore Wealth
California
$293M +$32M +12% 7.36% 58.8% 107 14.95%
FP
4909
Flagship Pioneering
Massachusetts
$293M +$24.2M +9% 12.9% 13.3% 4 0%
RA
4910
Rosalind Advisors
Ontario, Canada
$293M +$81.7M +39% 42% 48 41.67%
OAM
4911
Oak Asset Management
California
$292M +$13.4M +5% 10.1% 78% 108 6.48%
QAM
4912
Q3 Asset Management
Michigan
$292M +$9.12M +3% 6.54% 96.2% 80 73.75%
SFS
4913
Solitude Financial Services
Virginia
$292M +$16.2M +6% 7.13% 55.4% 42 19.05%
SC
4914
Stephens Consulting
Michigan
$292M -$130M -31% 6.21% 50.1% 1,226 71.7%
LCM
4915
Leisure Capital Management
California
$292M +$26.7M +10% 11% 98% 147 11.56%
SA
4916
SoundView Advisors
Washington
$292M +$20.4M +8% 8.75% 42 59.52%
VU
4917
Valence8 US
Massachusetts
$292M +$54.1M +23% 6.83% 69.9% 14 14.29%
TJHA
4918
Thomas J. Herzfeld Advisors
Florida
$292M +$11.3M +4% 3.17% 17.7% 121 24.79%
BC
4919
Barrett & Company
Rhode Island
$292M +$25M +9% 7.59% 74.8% 659 6.53%
SFS
4920
Shaker Financial Services
Virginia
$292M +$15.8M +6% 3.4% 13.1% 173 28.9%
LIG
4921
Lokken Investment Group
Delaware
$291M +$31.6M +12% 7.4% 65.3% 152 11.84%
ROC
4922
Robertson Opportunity Capital
Texas
$291M +$21.6M +8% 8.12% 93.4% 28 0%
SCI
4923
Silver Coast Investments
United States
$291M +$15.9M +6% 5.9% 116 10.34%
TAFW
4924
Tred Avon Family Wealth
Maryland
$291M 6.57% 237
AW
4925
Alteri Wealth
California
$291M +$33.2M +13% 10.4% 290 9.31%