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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
HWA
5376
Hilltop Wealth Advisors
North Carolina
$175M +$46.2M +36% 8.68% 58.3% 42 14.29%
PWM
5377
Pacific Wealth Management
California
$175M +$23.2M +15% 8.93% 68.9% 28 25%
JKSF
5378
John & Kathleen Schreiber Foundation
Illinois
$175M +$13.7M +8% 20.7% 30.8% 4 25%
JAM
5379
JW Asset Management
Florida
$175M -$55.7M -24% 14.4% 251% 19 31.58%
MFC
5380
Morris Financial Concepts
South Carolina
$175M +$24.6M +16% 9.69% 56.5% 165 10.3%
AFTS
5381
American Financial & Tax Strategies
New York
$175M 8.71% 90
GCM
5382
Gunderson Capital Management
South Carolina
$175M +$28M +19% 16.2% 947% 59 37.29%
MLA
5383
MB, Levis & Associates
Pennsylvania
$175M +$20.5M +13% 8.26% 40% 286 4.2%
LCM
5384
Lazari Capital Management
California
$175M +$7.05M +4% 15.6% 124% 132 12.12%
PIM
5385
Profit Investment Management
Maryland
$175M +$33.2M +24% 15.7% 101% 78 7.69%
TC
5386
Taika Capital
Florida
$175M -$36.2M -17% 10.8% 68.3% 69 65.22%
TC
5387
Teilinger Capital
Texas
$175M -$184M -51% 6.44% 30.2% 44 68.18%
GPFA
5388
Game Plan Financial Advisors
Ohio
$175M 11% 459
SF
5389
Slagle Financial
Illinois
$175M +$11.4M +7% 9.29% 77.9% 120 7.5%
LAM
5390
Lynch Asset Management
Pennsylvania
$174M +$22.4M +15% 13.9% 190% 48 8.33%
SCMS
5391
Serenity Capital Management (Singapore)
Singapore
$174M -$35.9M -17% 8.07% 21% 4 0%
FGI
5392
Foresight Global Investors
New York
$174M -$5.28M -3% 9.48% 72.8% 43 13.95%
LFPWM
5393
Leicht Financial Planning & Wealth Management
New Jersey
$174M +$12.3M +8% 8.86% 46.3% 26 34.62%
SSW
5394
Smith Shellnut Wilson
Mississippi
$174M +$10.9M +7% 10.1% 90.2% 131 8.4%
OIM
5395
Opus Investment Management
Massachusetts
$174M +$11.9M +7% 8.17% 52.8% 41 2.44%
BIA
5396
BHK Investment Advisors
Alabama
$174M -$43.2M -20% 10.9% 54.6% 56 8.93%
BCM
5397
Birch Capital Management
Texas
$174M +$16.2M +10% 11.3% 48.4% 99 8.08%
SC
5398
Sagil Capital
United Kingdom
$174M +$29.1M +20% 9.07% 104% 26 53.85%
ICM
5399
Indaba Capital Management
California
$174M -$165M -49% 2.05% 66.7% 17 47.06%
MI
5400
Moneywise Inc
Virginia
$174M +$14.7M +9% 10.1% 58% 57 21.05%