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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
5SA
5226
5th Street Advisors
Connecticut
$152M +$12.5M +9% 3.77% 39.2% 31 38.71%
FCM
5227
Family Capital Management
Michigan
$152M -$8.88M -6% 3.7% 57.3% 87 16.09%
WCM
5228
Wisconsin Capital Management
Wisconsin
$151M -$2.97M -2% 0.25% 153% 49 14.29%
CI
5229
Cordant Inc
Oregon
$151M -$2.76M -2% 2.64% 47% 86 16.28%
VF
5230
Visa Foundation
California
$151M -$9.23M -6% 3.99% 37.7% 1 0%
WSWA
5231
Warren Street Wealth Advisors
California
$151M -$398K -0.3% 2.31% 75.7% 85 16.47%
WWM
5232
Westwood Wealth Management
California
$151M +$9.22M +6% 3.54% 254% 47 19.15%
LCM
5233
Lynx1 Capital Management
Puerto Rico
$151M -$1.44M -0.9% 4.55% 779% 25 56%
AIC
5234
Aurora Investment Counsel
Georgia
$151M -$4.59M -3% 3.22% 23.4% 128 20.31%
RFG
5235
Range Financial Group
Oregon
$151M -$6.24M -4% 0.2% 188% 180 27.22%
PHM
5236
Prospect Hill Management
New Jersey
$151M -$14.1M -9% 8.18% 93.9% 16 12.5%
GPC
5237
Greenstone Partners & Co
California
$151M +$4.88M +3% 15.7% 492% 10 10%
HCM
5238
HMS Capital Management
Tennessee
$151M -$13.6M -8% 3.63% 130% 114 11.4%
AIA
5239
Arcadia Investment Advisors
Idaho
$151M -$1.54M -1% 3.21% 51.4% 91 15.38%
PCR
5240
Potrero Capital Research
California
$151M -$10.1M -6% 7.06% 137% 32 43.75%
CIG
5241
Cairn Investment Group
Washington
$151M -$3.55M -2% 1.57% 58.6% 65 7.69%
NLP
5242
Next Level Private
New York
$151M -$3.86M -2% 2.96% 92.4% 105 4.76%
LK
5243
Lumbard & Kellner
New Hampshire
$151M -$28.6M -16% 1.65% 105% 79 36.71%
GP
5244
Geneva Partners
Wisconsin
$151M -$2.57M -2% 0.78% 252% 82 35.37%
WF
5245
Warner Financial
Maryland
$151M -$3.38M -2% 4.03% 62.1% 94 2.13%
HFP
5246
Holistic Financial Partners
Indiana
$151M +$6.72M +5% 0.48% 95.7% 116 13.79%
CG
5247
Column Group
California
$151M -$107M -42% 23% 186% 7 0%
WPW
5248
Warther Private Wealth
Ohio
$151M +$3.36M +2% 2.2% 88.4% 73 30.14%
APS
5249
American Planning Services
Florida
$150M -$2.15M -1% 1.65% 23.8% 33 9.09%
MFC
5250
Morris Financial Concepts
South Carolina
$150M -$4.26M -3% 3.39% 46.7% 154 1.3%