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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
FOA
5326
Five Oceans Advisors
California
$179M +$22.8M +15% 9.75% 78.8% 174 15.52%
WPW
5327
Warther Private Wealth
Ohio
$179M +$28.1M +19% 16.4% 94.1% 66 40.91%
BCM
5328
Brookmont Capital Management
Texas
$179M +$18.2M +11% 11.6% 36.6% 50 4%
ANHIM
5329
Alan N. Hoffman Investment Management
Massachusetts
$179M +$23.4M +15% 15% 76.8% 14 7.14%
HA
5330
HC Advisors
Georgia
$179M +$10.3M +6% 10% 63.5% 90 11.11%
SLA
5331
Silver Lake Advisory
Utah
$178M +$16.3M +10% 7.4% 70.9% 54 1.85%
RA
5332
Rockingstone Advisors
Massachusetts
$178M -$2.48M -1% 9.72% 101% 121 17.36%
KA
5333
Kailix Advisors
Florida
$178M -$28.3M -14% 1.19% 16.3% 9 33.33%
KA
5334
Kercheville Advisors
Texas
$178M +$20.4M +13% 13.5% 240% 83 13.25%
GFA
5335
Grunden Financial Advisory
Texas
$178M 8.88% 25
SWM
5336
Sterling Wealth Management
Illinois
$178M 9.19% 93
CFGF
5337
Compass Financial Group (Florida)
Florida
$178M +$13.1M +8% 7.64% 44.1% 36 19.44%
ACP
5338
Acuta Capital Partners
California
$178M +$28.4M +19% 56.2% 7,269% 58 53.45%
MFC
5339
Mechanics Financial Corp
Ohio
$178M -$4.17M -2% 9.75% 81.6% 221 5.43%
TCM
5340
Tieton Capital Management
Washington
$178M +$18.9M +12% 14.5% 172% 37 10.81%
WF
5341
Warner Financial
Maryland
$177M +$26.8M +18% 10.4% 62.1% 102 10.78%
MAS
5342
Madden Advisory Services
Florida
$177M +$19.4M +12% 9.68% 52.3% 94 18.09%
WA1
5343
Wimmer Associates 1
California
$177M +$17.1M +11% 10.5% 78.9% 109 3.67%
PGDP
5344
Pragma Gestao de Patrimonio
Brazil
$177M +$11.8M +7% 16% 75.2% 24 12.5%
BCFD
5345
Boit C.F. David
$177M +$30.9M +21% 8.39% 75.4% 133 21.8%
LIG
5346
Lokken Investment Group
Delaware
$177M +$24.3M +16% 9.79% 65.3% 148 16.22%
IFO
5347
Independent Family Office
New York
$177M +$16.7M +10% 11.6% 68.4% 75 13.33%
RTL
5348
Red Tortoise LLC
Georgia
$177M +$27.5M +18% 8.96% 43.7% 607 22.73%
DWM
5349
Denver Wealth Management
Colorado
$177M +$22.1M +14% 9.64% 64.4% 78 12.82%
WAM
5350
Waterfall Asset Management
New York
$177M 1.22% 7