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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
GPA
5276
Garrison Point Advisors
California
$139M +$10M +8% 7.54% 69.7% 149 5.37%
LFGH
5277
Lee Financial Group Hawaii
Hawaii
$139M +$16.8M +14% 6.38% 12.9% 39 35.9%
AWP
5278
Accretive Wealth Partners
New Jersey
$139M +$27.6M +25% 7.09% 54% 113 17.7%
PWA
5279
Phoenix Wealth Advisors
North Carolina
$139M +$10M +8% 8.06% 55% 395 14.43%
SFP
5280
Strategic Financial Planning
Texas
$139M +$4.5M +3% 5.33% 35% 32 3.13%
MCM
5281
Mork Capital Management
California
$139M +$7.23M +6% 5.92% 45.7% 90 3.33%
DC
5282
Diametric Capital
Massachusetts
$138M +$7.7M +6% 13.6% 135% 205 63.9%
DA
5283
DSC Advisors
Illinois
$138M -$23M -14% 7.28% 3.18% 91 31.87%
CM
5284
CM Management
Florida
$138M +$3.81M +3% 2.85% 141% 98 30.61%
PHM
5285
Prospect Hill Management
New Jersey
$138M +$11.7M +9% 9.85% 93.9% 18 5.56%
LC
5286
LNZ Capital
New York
$138M +$15M +12% 2.51% 58.8% 27 74.07%
TCB
5287
Texas Capital Bancshares
Texas
$138M +$13.5M +11% 11.6% 175% 80 15%
SFS
5288
Solitude Financial Services
Virginia
$138M +$13.8M +11% 6.3% 55.4% 45 17.78%
HFS
5289
Horizon Financial Services
North Carolina
$138M +$23.8M +21% 4.23% 39.5% 172 52.91%
FFC
5290
Fure Financial Corporation
Minnesota
$138M +$10.2M +8% 5.73% 59.5% 87 77.01%
AFS
5291
Amtrust Financial Services
New York
$137M -$20.1M -13% 4.1% 44.2% 96 48.96%
RCF
5292
Rainwater Charitable Foundation
Texas
$137M +$7.28M +6% 8.04% 40.2% 2 0%
MPM
5293
Mountaineer Partners Management
New York
$137M -$5.41M -4% 5.06% 151% 19 47.37%
ASI
5294
Advisory Services & Investments
Oregon
$137M +$14.1M +11% 6.26% 19.9% 23 4.35%
RRA
5295
Round Rock Advisors
Connecticut
$137M +$11.4M +9% 6.14% 62.6% 71 9.86%
PWMG
5296
Pinnacle Wealth Management Group
Michigan
$137M 5.67% 55.7% 120
MWM
5297
Moulton Wealth Management
Washington
$137M +$4.51M +3% 5.31% 47.1% 42 33.33%
PD
5298
Planning Directions
Pennsylvania
$137M +$9.78M +8% 3.65% 36.4% 71 14.08%
CWM
5299
Capital Wealth Management
Rhode Island
$137M +$10.5M +8% 5.57% 46.7% 37 16.22%
BOM
5300
Bank of Marin
California
$137M +$10.3M +8% 8.86% 67.1% 129 5.43%