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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
EFM
4976
Eley Financial Management
Vermont
$261M +$11M +4% 8.05% 61.9% 66 0%
LCC
4977
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 10.7% 73.9% 101 21.78%
BA
4978
BIP Alliance
Georgia
$260M +$23.9M +10% 8.38% 53 15.09%
HP
4979
Highlander Partners
Texas
$260M +$98.6M +61% 20.9% 241% 52 17.31%
TSS
4980
Thomas Story & Son
Indiana
$260M +$3.26M +1% 1.43% 91.8% 52 7.69%
5VM
4981
5AM Venture Management
California
$260M -$4.29M -2% 32.5% 492% 31 6.45%
PWM
4982
Power Wealth Management
Georgia
$260M +$13M +5% 5.37% 93 13.98%
CPM
4983
Crescent Park Management
California
$260M +$45.4M +21% 19.8% 89.3% 38 13.16%
KCM
4984
Kaye Capital Management
California
$260M +$15M +6% 7.32% 45 11.11%
PCM
4985
Presidio Capital Management
California
$260M +$14.5M +6% 7.95% 56.1% 78 16.67%
LIG
4986
Lokken Investment Group
Delaware
$260M +$22.4M +9% 6.56% 65.3% 145 13.79%
GJIA
4987
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 8.12% 58.3% 880 40.23%
PCM
4988
Payne Capital Management
New York
$259M +$24.9M +11% 8.56% 79 12.66%
SFA
4989
Seneca Financial Advisors
New York
$259M +$53.2M +26% 6.91% 47.3% 61 9.84%
FPCG
4990
Forum Private Client Group
Indiana
$259M +$29.1M +13% 5.88% 40.5% 82 9.76%
I
4991
InvesTrust
Oklahoma
$259M -$106M -29% 6.39% 94 3.19%
GWP
4992
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 7.51% 667 10.64%
HCM
4993
Highview Capital Management
Illinois
$259M +$20.2M +8% 13.5% 89.5% 123 28.46%
WAM
4994
Weinberger Asset Management
California
$259M +$25.9M +11% 11.4% 66.4% 84 8.33%
HOWA
4995
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 19.2% 83 28.92%
MWA
4996
Medallion Wealth Advisors
Connecticut
$259M +$38.6M +18% 8.62% 1,134 8.47%
AFA
4997
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 8.25% 30.8% 62 25.81%
ACG
4998
Anchorage Capital Group
New York
$259M +$8.61M +3% 11.4% 18.9% 6 0%
BCM
4999
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 5.75% 54.4% 130 8.46%
UWP
5000
Uniting Wealth Partners
Kansas
$259M +$59M +30% 12.7% 123 17.89%