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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
FWM
4926
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 5.41% 98 16.33%
CFG
4927
Cambridge Financial Group
Ohio
$226M +$25.8M +13% 17.7% 33 6.06%
PP
4928
Pacifica Partners
Canada
$226M +$22.4M +11% 7.86% 123% 566 12.9%
BKA
4929
Brick & Kyle Associates
Pennsylvania
$226M +$24.6M +12% 14.2% 97.4% 63 15.87%
KAM
4930
Krensavage Asset Management
New York
$226M -$56.3M -20% 6.89% 124% 13 15.38%
SWM
4931
Soundmark Wealth Management
Washington
$225M +$23.1M +11% 5.47% 17.2% 71 11.27%
GOCP
4932
Great Oak Capital Partners
Massachusetts
$225M +$38M +20% 5.36% 32 9.38%
AU
4933
Algebris (UK)
United Kingdom
$225M +$33.7M +18% 8.5% 24.5% 46 39.13%
TF
4934
Threadgill Financial
Texas
$225M +$74.3M +49% 11.4% 49.3% 64 40.63%
IR
4935
IAT Reinsurance
New York
$225M -$316M -58% 6.48% 60.2% 88 15.91%
IIA
4936
ICW Investment Advisors
Arizona
$225M +$19.5M +10% 8.75% 50.1% 139 2.16%
MAC
4937
Monarch Alternative Capital
New York
$225M +$152M +207% 3.22% 497% 6 16.67%
SHFP
4938
Second Half Financial Partners
Florida
$225M +$22.2M +11% 4.11% 36.8% 70 31.43%
PCA
4939
Prospect Capital Advisors
California
$225M -$50.6M -18% 7.45% 202% 29 37.93%
LCI
4940
L1 Capital International
Australia
$225M +$34.1M +18% 11.2% 22 22.73%
DFG
4941
Dupree Financial Group
Kentucky
$225M +$20.3M +10% 6.8% 65 20%
BWG
4942
Balanced Wealth Group
Ohio
$224M +$32.1M +17% 6.15% 72 13.89%
SLA
4943
Silver Lake Advisory
Utah
$224M +$45.9M +26% 8.17% 70.9% 99 48.48%
GSC
4944
G&S Capital
Colorado
$224M +$13.8M +7% 8.33% 77.2% 131 20.61%
AFC
4945
Adaptive Financial Consulting
Ohio
$224M +$36.2M +19% 3.67% 33.4% 19 5.26%
WPW
4946
Warther Private Wealth
Ohio
$224M +$45.4M +25% 11.3% 94.1% 60 28.33%
CSWM
4947
Cassady Schiller Wealth Management
Ohio
$224M +$24.7M +12% 8.47% 21.8% 526 23%
GWM
4948
Gray Wealth Management
Maine
$224M +$18.5M +9% 8.05% 22.1% 139 9.35%
TPW
4949
Tiller Private Wealth
Pennsylvania
$224M +$24.3M +12% 5.52% 53.5% 48 10.42%
FCG
4950
Fielder Capital Group
Tennessee
$224M +$58.3M +35% 15.9% 180 23.33%