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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
VF
5351
Visa Foundation
California
$151M -$9.23M -6% 3.99% 48.5% 1 0%
WSWA
5352
Warren Street Wealth Advisors
California
$151M -$398K -0.3% 2.31% 75.7% 85 16.47%
WWM
5353
Westwood Wealth Management
California
$151M +$9.22M +6% 3.54% 425% 47 19.15%
LCM
5354
Lynx1 Capital Management
Puerto Rico
$151M -$1.44M -0.9% 4.55% 883% 25 56%
AIC
5355
Aurora Investment Counsel
Georgia
$151M -$4.59M -3% 3.22% 31.7% 128 20.31%
RFG
5356
Range Financial Group
Oregon
$151M -$6.24M -4% 0.2% 188% 180 27.22%
PHM
5357
Prospect Hill Management
New Jersey
$151M -$14.1M -9% 8.18% 85.1% 16 12.5%
GPC
5358
Greenstone Partners & Co
California
$151M +$4.88M +3% 15.7% 527% 10 10%
HCM
5359
HMS Capital Management
Tennessee
$151M -$13.6M -8% 3.63% 130% 114 11.4%
AIA
5360
Arcadia Investment Advisors
Idaho
$151M -$1.54M -1% 3.21% 51.4% 91 15.38%
PCR
5361
Potrero Capital Research
California
$151M -$10.1M -6% 7.06% 226% 32 43.75%
CIG
5362
Cairn Investment Group
Washington
$151M -$3.55M -2% 1.57% 61.3% 65 7.69%
NLP
5363
Next Level Private
New York
$151M -$3.86M -2% 2.96% 92.4% 105 4.76%
LK
5364
Lumbard & Kellner
New Hampshire
$151M -$28.6M -16% 1.65% 137% 79 36.71%
GP
5365
Geneva Partners
Wisconsin
$151M -$2.57M -2% 0.78% 401% 82 35.37%
WF
5366
Warner Financial
Maryland
$151M -$3.38M -2% 4.03% 62.1% 94 2.13%
HFP
5367
Holistic Financial Partners
Indiana
$151M +$6.72M +5% 0.48% 95.7% 116 13.79%
CG
5368
Column Group
California
$151M -$107M -42% 23% 95.1% 7 0%
WPW
5369
Warther Private Wealth
Ohio
$151M +$3.36M +2% 2.2% 94.1% 73 30.14%
APS
5370
American Planning Services
Florida
$150M -$2.15M -1% 1.65% 23.8% 33 9.09%
MFC
5371
Morris Financial Concepts
South Carolina
$150M -$4.26M -3% 3.39% 56.5% 154 1.3%
SIAG
5372
Signet Investment Advisory Group
Rhode Island
$150M -$1.03M -0.7% 2.62% 59.6% 66 6.06%
MWM
5373
McNaughton Wealth Management
California
$150M -$5.85M -4% 3.59% 50.3% 56 5.36%
TL
5374
TowerView LLC
New York
$150M -$2.87M -2% 2.39% 17.9% 28 25%
HFCII
5375
H&F Corporate Investors IX
California
$150M +$109K +0.1% 0.07% 62.7% 1 0%