We are live on ! Find out more

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
HFP
5001
Holistic Financial Partners
Indiana
$168M +$16M +11% 7.53% 95.7% 134 23.88%
KCM
5002
Kingstown Capital Management
New York
$167M -$123M -42% 5.53% 38.6% 155 70.97%
GGI
5003
Godsey & Gibb Inc
Virginia
$167M -$645M -79% 5.06% 78.9% 169 84.62%
JPLA
5004
Joseph P. Lucia & Associates
New York
$167M -$56.8M -25% 6.03% 74.3% 646 14.4%
CCM
5005
Courage Capital Management
Tennessee
$167M +$30.4M +22% 9.38% 86.5% 50 42%
WCAMG
5006
Woodard & Company Asset Management Group
North Carolina
$167M +$10.1M +6% 7.65% 84.8% 110 15.45%
LP
5007
LGL Partners
Pennsylvania
$167M -$7.3M -4% 6.37% 68.9% 98 14.29%
BC
5008
Birchview Capital
Vermont
$167M -$1.27M -0.8% 0.66% 327% 63 15.87%
PM
5009
Penbrook Management
New York
$167M +$27.9M +20% 12.8% 106% 107 7.48%
FF
5010
Friedenthal Financial
New Jersey
$167M +$31M +23% 2.75% 111% 75 45.33%
OP
5011
Osmium Partners
California
$167M +$57.8M +53% 1.45% 28.4% 16 50%
CFC
5012
Coyle Financial Counsel
Illinois
$167M +$22.3M +15% 6.53% 62.4% 61 13.11%
BWP
5013
Bernardo Wealth Planning
Pennsylvania
$167M +$9.4M +6% 6.71% 50.7% 84 19.05%
PBC
5014
Pavion Blue Capital
California
$167M +$14.7M +10% 7.49% 77.6% 93 6.45%
LL
5015
LPWM LLC
Minnesota
$167M +$17.8M +12% 7% 54.3% 63 9.52%
FC
5016
Fusion Capital
South Carolina
$166M +$12.7M +8% 7.21% 100% 78 11.54%
HSWM
5017
Hubbell Strickland Wealth Management
Louisiana
$166M +$10.7M +7% 5.69% 56.8% 69 10.14%
RCA
5018
Ranch Capital Advisors
Florida
$166M +$14.9M +10% 6.79% 92.6% 944 36.86%
HZ
5019
Hixon Zuercher
Ohio
$166M +$14.9M +10% 10.3% 87.5% 57 3.51%
DFG
5020
Demars Financial Group
Washington
$166M +$17.6M +12% 7.29% 59.6% 85 5.88%
AC
5021
Annandale Capital
Texas
$166M +$25.1M +18% 8.06% 57.2% 84 19.05%
TL
5022
TowerView LLC
New York
$166M +$5.17M +3% 0.31% 17.9% 36 38.89%
TC
5023
Tacita Capital
Ontario, Canada
$166M +$11.9M +8% 6.44% 72.3% 209 21.53%
AFG
5024
Affinia Financial Group
Massachusetts
$166M +$5.48M +3% 6.53% 37.5% 33 12.12%
FCMI
5025
Foresite Capital Management I
California
$166M -$32.4M -16% 8.54% 40.7% 4 0%