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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
OFCM
5326
One Fin Capital Management
California
$205M -$26.5M -11% 0.09% 75.5% 25 72%
BWM
5327
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 4.39% 408 25.49%
KIG
5328
Kessler Investment Group
Indiana
$205M -$6M -3% 2.09% 218% 223 20.18%
SWM
5329
SFG Wealth Management
Maryland
$205M +$14.2M +7% 2.49% 82.1% 131 37.4%
USB
5330
Union Savings Bank
Connecticut
$205M +$1.24M +0.6% 0.67% 309 6.8%
SFG
5331
Socha Financial Group
New York
$205M -$8.68M -4% 5.77% 57.3% 26 23.08%
ACM
5332
Ararat Capital Management
Connecticut
$204M -$46.1M -18% 3.66% 56.1% 18 22.22%
KPP
5333
Kings Path Partners
Texas
$204M -$29.8M -13% 0.42% 300 18.33%
KTM
5334
Keeler Thomas Management
Utah
$204M -$76.5M -27% 0.6% 46.1% 85 31.76%
SIAS
5335
Summit Investment Advisory Services
Minnesota
$204M +$10.1M +5% 2.84% 68.3% 72 8.33%
GSB
5336
Greenfield Savings Bank
Massachusetts
$204M -$4.72M -2% 0.52% 97.3% 148 3.38%
AC
5337
Applied Capital
Arkansas
$204M +$9.08M +5% 0.97% 52.6% 49 8.16%
CIA
5338
Citadel Investment Advisory
Ohio
$204M +$10.8M +6% 6.35% 67.4% 82 0%
PIA
5339
Powell Investment Advisors
Florida
$204M -$12.3M -6% 3.52% 76.1% 164 17.07%
BC
5340
Bowman & Company
Wisconsin
$204M +$10.1M +5% 2.8% 59.7% 112 9.82%
BWA
5341
BlueChip Wealth Advisors
Georgia
$204M +$23.4M +13% 0.94% 158 17.72%
OGC
5342
One68 Global Capital
New York
$204M +$15.8M +8% 15% 139 67.63%
MWM
5343
MTC Wealth Management
Florida
$204M -$4.11M -2% 0.05% 23% 15 20%
PCR
5344
Potrero Capital Research
California
$204M -$95.2M -32% 12.7% 137% 32 59.38%
PWA
5345
Prairie Wealth Advisors
Nebraska
$203M -$4.65M -2% 0.72% 155 11.61%
TC
5346
TAGStone Capital
North Carolina
$203M +$105K +0.1% 1.03% 50.8% 102 14.71%
HCM
5347
Hillman Capital Management
Maryland
$203M -$66.3M -25% 0.69% 20.3% 57 15.79%
FH
5348
FWG Holdings
Florida
$203M -$5.23M -3% 3.45% 70.6% 115 19.13%
BCA
5349
Bernzott Capital Advisors
California
$203M +$906K +0.4% 2.23% 46.6% 42 9.52%
ERFOTCOFW
5350
Employees Retirement Fund of the City of Fort Worth
Texas
$203M -$11.3M -5% 0.95% 32.5% 11 9.09%