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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
PAWA
5001
Palo Alto Wealth Advisors
California
$264M +$7.94M +3% 13.8% 108% 57 12.28%
IP
5002
Investment Partners
Ohio
$264M +$23M +10% 9.6% 74.1% 160 8.75%
DPCM
5003
Doma Perpetual Capital Management
Florida
$264M +$9.59M +4% 6.98% 10 0%
BIMC
5004
Benson Investment Management Company
Virginia
$264M +$34.2M +15% 13.3% 91.6% 63 41.27%
SM
5005
Sensible Money
Arizona
$264M +$30.4M +13% 8.96% 65% 90 11.11%
TF
5006
Theory Financial
Colorado
$264M +$26.5M +11% 7.2% 54.5% 94 24.47%
SW
5007
StrongBox Wealth
Missouri
$264M +$23.6M +10% 8.47% 57.8% 88 3.41%
RGF
5008
Retirement Guys Formula
Ohio
$263M +$62M +31% 7.83% 70.2% 155 18.06%
SG
5009
Sharper & Granite
California
$263M +$21.1M +9% 5.33% 47.1% 108 8.33%
SAS
5010
Stelac Advisory Services
New York
$263M +$20.5M +8% 10.4% 84.9% 111 16.22%
TPW
5011
Tiller Private Wealth
Pennsylvania
$263M +$23M +10% 8.29% 53.5% 62 16.13%
CRI
5012
Commonwealth Retirement Investments
Virginia
$263M +$17M +7% 7.08% 84.4% 116 23.28%
HC
5013
Hillman Company
Pennsylvania
$263M -$1.59M -0.6% 14.9% 134% 15 13.33%
OCM
5014
Orion Capital Management
California
$263M +$25.5M +11% 8.53% 75.3% 492 8.94%
PS
5015
Planned Solutions
California
$263M +$15.9M +6% 8.15% 60.8% 132 21.21%
CL
5016
COWA LLC
Oklahoma
$263M +$28.5M +12% 4.37% 65.5% 145 23.45%
SC
5017
Slotnik Capital
Texas
$262M +$55.3M +27% 15.5% 33 66.67%
GU
5018
Georgetown University
District of Columbia
$262M +$12.6M +5% 6.77% 79.9% 17 5.88%
BIG
5019
Boothe Investment Group
Delaware
$262M +$43.1M +20% 8.29% 59.8% 44 36.36%
SHCM
5020
Silver Heights Capital Management
Ontario, Canada
$262M +$42.1M +19% 9.75% 39.8% 4 0%
PIP
5021
Peachtree Investment Partners
Florida
$262M +$8.98M +4% 9.33% 92.2% 135 14.07%
SCM
5022
Sio Capital Management
New York
$262M -$74M -22% 1.1% 564% 64 34.38%
RLIM
5023
Red Lighthouse Investment Management
New York
$262M +$16.4M +7% 8.3% 63.4% 119 15.13%
KWM
5024
Kanen Wealth Management
Florida
$261M +$13.2M +5% 8.83% 328% 28 21.43%
UBG
5025
United Bank (Georgia)
Georgia
$261M +$19.3M +8% 9.4% 81.2% 120 9.17%