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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
BWM
5101
Biltmore Wealth Management
Arizona
$240M -$3.31M -1% 0.96% 55.6% 56 3.57%
AC
5102
ASB Consultores
Florida
$240M -$13.4M -5% 2.87% 84.6% 234 19.66%
KSWA
5103
Kathleen S. Wright Associates
Pennsylvania
$240M -$2.3M -0.9% 0.14% 66% 300 14.33%
PPG
5104
Peak Planning Group
Colorado
$240M +$11.9M +5% 3.72% 105% 118 10.17%
IGYL
5105
I.G.Y. Ltd
United Kingdom
$240M +$13.2M +6% 8.38% 81.2% 3 0%
KF
5106
KKM Financial
Illinois
$240M +$37.8M +19% 1.14% 160 18.13%
CA
5107
Cache Advisors
California
$240M 19% 78
KIC
5108
Kensington Investment Counsel
California
$240M +$270K +0.1% 1.9% 81.9% 112 16.07%
IIA
5109
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 2.66% 50.1% 144 6.94%
PWM
5110
Power Wealth Management
Georgia
$239M +$5.22M +2% 0.46% 99 13.13%
WAM
5111
Weinberger Asset Management
California
$239M +$4.78M +2% 1.86% 80% 82 1.22%
GWM
5112
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 2.06% 33% 160 40.63%
DIM
5113
DLK Investment Management
California
$239M -$21.8M -8% 9.56% 118 28.81%
CCMI
5114
Creative Capital Management Investments
California
$239M -$60.2K -0% 2.6% 50.7% 293 26.28%
TF
5115
Theory Financial
Colorado
$239M +$12.2M +5% 0.17% 54.5% 77 18.18%
WKSWA
5116
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 7.31% 111% 111 28.83%
ODFS
5117
O'Donnell Financial Services
California
$239M -$7.18M -3% 0.31% 61% 44 15.91%
SI
5118
Shaker Investments
Ohio
$239M -$1.15M -0.5% 7.03% 205% 102 24.51%
FCM
5119
Forager Capital Management
Alabama
$239M -$15.5M -6% 1.34% 52.6% 14 14.29%
KPWG
5120
KFA Private Wealth Group
Virginia
$239M +$29.3M +14% 1.34% 57.5% 92 13.04%
IWP
5121
Invenio Wealth Partners
Florida
$239M +$7.61M +3% 1.37% 52% 105 12.38%
TSS
5122
Thomas Story & Son
Indiana
$239M -$6.47M -3% 0.8% 91.8% 53 5.66%
NC
5123
Nightview Capital
Texas
$239M +$110M +86% 47.9% 142% 9 66.67%
HA
5124
Hanover Advisors
South Carolina
$238M +$202K +0.1% 0.7% 97 10.31%
EC
5125
EntryPoint Capital
New York
$238M +$62.2M +35% 0.51% 1,009 72.35%