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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
GP
5026
Geneva Partners
Wisconsin
$274M +$21.6M +9% 13.1% 252% 80 25%
PFG
5027
Prosperity Financial Group
California
$273M +$38M +16% 10.6% 108% 191 17.28%
FWM
5028
FSA Wealth Management
Massachusetts
$273M +$17.1M +7% 8% 593 11.13%
SWC
5029
Square Wave Capital
New York
$273M +$169M +162% 10% 8 12.5%
CFLC
5030
California First Leasing Corp
California
$273M +$32.6M +14% 12.4% 161% 45 8.89%
I
5031
InvesTrust
Oklahoma
$273M +$13.9M +5% 5.24% 95 1.05%
5VM
5032
5AM Venture Management
California
$273M +$12.9M +5% 38.4% 492% 29 13.79%
BIG
5033
Boothe Investment Group
Delaware
$273M +$10.6M +4% 8.17% 59.8% 39 5.13%
KNFPWM
5034
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 6.97% 80 5%
TWCM
5035
True Wind Capital Management
California
$273M +$36.4M +15% 15.4% 119% 2 0%
SC
5036
Stance Capital
Massachusetts
$273M +$6.75M +3% 5.39% 313 59.42%
WWM
5037
Westwood Wealth Management
California
$273M -$25M -8% 20.2% 254% 51 15.69%
SF
5038
Slagle Financial
Illinois
$273M +$24.4M +10% 7.77% 77.9% 117 4.27%
HAG
5039
HF Advisory Group
Maryland
$272M +$19.3M +8% 4.91% 64.2% 166 1.2%
MVP
5040
Miller Value Partners
Florida
$272M +$36.5M +15% 15.5% 125% 37 13.51%
HCM
5041
Highview Capital Management
Illinois
$272M +$12.9M +5% 9.98% 89.5% 119 21.85%
TSS
5042
Thomas Story & Son
Indiana
$272M +$11.8M +5% 9.17% 91.8% 52 3.85%
MFG
5043
Monte Financial Group
Connecticut
$272M +$14.7M +6% 6.03% 55% 94 6.38%
LK
5044
Lumbard & Kellner
New Hampshire
$272M +$42.5M +19% 20.8% 105% 99 13.13%
FOA
5045
Five Oceans Advisors
California
$272M +$37.4M +16% 7.19% 78.8% 196 6.63%
LFA
5046
LifeGuide Financial Advisors
Pennsylvania
$272M +$621K +0.2% 3.76% 31% 48 0%
PMA
5047
Prudent Man Advisors
Illinois
$271M -$43.4M -14% 7.15% 56.9% 187 32.09%
DWM
5048
Denver Wealth Management
Colorado
$271M +$29.7M +12% 7.54% 50% 94 10.64%
GCM
5049
Gunderson Capital Management
South Carolina
$271M +$32.2M +13% 15.4% 947% 65 46.15%
KPP
5050
Kings Path Partners
Texas
$271M +$23M +9% 5.65% 342 24.27%