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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
SFA
5301
Seneca Financial Advisors
New York
$206M +$4.93M +2% 0.86% 47.3% 58 10.34%
PXPO
5302
Peak XV Partners Operations
Mauritius
$206M -$23.5M -10% 14.9% 3 0%
AVM
5303
Arch Venture Management
Illinois
$206M -$24M -10% 27.2% 209% 10 20%
GPA
5304
Garrison Point Advisors
California
$206M -$4.61M -2% 0.73% 69.7% 166 5.42%
WAM
5305
Westport Asset Management
Connecticut
$206M -$2.8M -1% 0.21% 61.4% 76 5.26%
TWA
5306
Trellis Wealth Advisors
California
$206M +$7.2M +4% 0.06% 57.2% 36 11.11%
CW
5307
Cook Wealth
North Carolina
$206M -$7.16M -3% 2.43% 7.36% 58 15.52%
MWM
5308
McNaughton Wealth Management
California
$206M -$1.48M -0.7% 1.58% 50.3% 78 35.9%
BB
5309
Burford Brothers
Texas
$206M +$2.28M +1% 1.34% 169 14.2%
GPFA
5310
Game Plan Financial Advisors
Ohio
$206M -$4.89M -2% 4.24% 406 13.55%
VM
5311
VPR Management
Texas
$206M +$14M +7% 7.51% 60.8% 55 0%
ICM
5312
Intrepid Capital Management
Florida
$206M +$9.44M +5% 0.28% 60% 117 19.66%
HIS
5313
Horizon Investment Services
Indiana
$206M -$29.3M -12% 3.27% 168% 133 24.81%
GFA
5314
Grunden Financial Advisory
Texas
$206M -$1.22M -0.6% 0.77% 27 7.41%
BF
5315
Brogan Financial
Tennessee
$206M +$1.65M +0.8% 2.04% 35.5% 61 9.84%
PKC
5316
Palmer Knight Company
Florida
$206M -$17.4M -8% 1.54% 58% 33 0%
RA
5317
Rosalind Advisors
Ontario, Canada
$206M +$10.1M +5% 1.35% 47 42.55%
KW
5318
Keyvantage Wealth
Pennsylvania
$206M +$65.6M +47% 0.9% 103 16.5%
LGW
5319
Leslie Global Wealth
Illinois
$205M -$10M -5% 2.95% 79 15.19%
FOR
5320
Family Office Research
Maryland
$205M -$22.8M -10% 6.73% 79 16.46%
CPW
5321
Catalyst Private Wealth
California
$205M -$19.3M -9% 5.63% 103% 87 13.79%
GCM
5322
Gallacher Capital Management
Colorado
$205M +$3.78M +2% 0.29% 70.7% 355 42.82%
BS
5323
Brighton Securities
New York
$205M -$640K -0.3% 0.74% 57 3.51%
MAWCM
5324
Mine & Arao Wealth Creation & Management
California
$205M -$13.2M -6% 5.24% 92% 77 3.9%
AWA
5325
Adapt Wealth Advisors
Georgia
$205M +$1.88M +0.9% 1.38% 71 19.72%