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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
SWP
5201
ShoreHaven Wealth Partners
New Jersey
$244M +$35.3M +17% 9.94% 63.8% 101 16.83%
FWM
5202
Forza Wealth Management
Florida
$244M +$21.4M +10% 5.95% 65.6% 193 10.88%
ALC
5203
Alexander Labrunerie & Co
Missouri
$244M +$12.9M +6% 7.91% 115 8.7%
AI
5204
AXS Investments
New York
$244M -$118M -33% 13.4% 104% 217 40.55%
TLA
5205
Tanglewood Legacy Advisors
Texas
$244M +$15.6M +7% 8.02% 61.1% 303 9.9%
PPA
5206
Painted Porch Advisors
California
$244M +$4.78M +2% 2.78% 557 21.36%
GIM
5207
Goodlander Investment Management
Texas
$244M +$126M +108% 60.4% 17 76.47%
NCM
5208
NCM Capital Management
New Jersey
$244M +$21.2M +10% 9.05% 105% 181 7.73%
KIG
5209
Kessler Investment Group
Indiana
$244M +$38.8M +19% 28.7% 218% 219 4.11%
APIM
5210
Agate Pass Investment Management
Washington
$244M +$9.77M +4% 6.76% 68% 110 5.45%
1CM
5211
14B Capital Management
California
$243M +$3.3M +1% 9.59% 15 46.67%
DCM
5212
Dean Capital Management
Kansas
$243M +$13.8M +6% 4.18% 89.7% 140 17.14%
JIC
5213
Juniper Investment Company
New York
$243M +$20.8M +9% 18.2% 358% 12 0%
HFCIV
5214
H&F Corporate Investors VIII
California
$243M +$132M +119% 119% 33.8% 1 0%
NIWA
5215
New Insight Wealth Advisors
California
$243M +$22.8M +10% 9.64% 109 16.51%
1W
5216
1776 Wealth
Georgia
$243M +$25.1M +12% 13.6% 90.4% 149 10.74%
FF
5217
Fluent Financial
Texas
$243M +$13.3M +6% 2.49% 42.5% 77 41.56%
FCG
5218
Financial Connections Group
California
$242M +$19.7M +9% 8.99% 44.4% 263 18.63%
TC
5219
TAGStone Capital
North Carolina
$242M +$39.1M +19% 7.22% 58.3% 114 15.79%
WF
5220
Warner Financial
Maryland
$242M +$16.2M +7% 9.04% 62.1% 118 5.93%
RFG
5221
RFP Financial Group
Georgia
$242M -$6.46M -3% 5.65% 53.2% 131 35.88%
CC
5222
Carlson Capital
Texas
$242M -$14.1M -5% 6.13% 67.9% 83 73.49%
BNMT
5223
Bawa N Mallick Trust
New York
$242M +$30.8M +15% 14.6% 67 2.99%
YCG
5224
Yeomans Consulting Group
Georgia
$242M -$16.7M -6% 9.16% 111 48.65%
IVMX
5225
Institutional Venture Management XV
California
$242M +$44.1M +22% 38.2% 116% 4 0%