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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
TPW
5376
TL Private Wealth
Texas
$202M -$21.5M -10% 1.74% 46% 43 4.65%
EA
5377
Ergawealth Advisors
Illinois
$202M -$539K -0.3% 2.21% 38.1% 65 10.77%
TW
5378
Towerpoint Wealth
California
$202M -$2.42M -1% 1.58% 62.4% 84 7.14%
SHFP
5379
Second Half Financial Partners
Florida
$202M -$2.99M -1% 2.71% 36.8% 99 23.23%
ORC
5380
O'Rourke & Company
Massachusetts
$202M -$2.55M -1% 2.93% 62.4% 153 5.23%
A
5381
Argentarii
Ohio
$202M +$2.56M +1% 2.31% 177 20.9%
AGP
5382
Autumn Glory Partners
Texas
$201M -$2.24M -1% 0.32% 61.5% 193 20.73%
DMBA
5383
Deseret Mutual Benefit Administrators
Utah
$201M -$1.82M -0.9% 0.79% 51.4% 503 3.18%
THLTP
5384
Thomas H. Lee (THL) Partners
Massachusetts
$201M -$79.3M -28% 28.3% 37.2% 1 0%
GCM
5385
GKV Capital Management
California
$201M -$43.9M -18% 3.14% 182 21.43%
RGF
5386
Retirement Guys Formula
Ohio
$201M +$2.97M +2% 0.81% 57.6% 168 38.1%
ACM
5387
Ananym Capital Management
New York
$201M +$36.2M +22% 8.24% 11 18.18%
BM
5388
Bridger Management
New York
$201M +$15M +8% 1.32% 98.3% 34 32.35%
AMIM
5389
Aull & Monroe Investment Management
Alabama
$201M +$4.91M +3% 4.2% 96.6% 126 4.76%
GFG
5390
Greenbush Financial Group
New York
$201M +$11.3M +6% 1.57% 34 5.88%
MAMHA
5391
MY.Alpha Management HK Advisors
Hong Kong
$201M -$26.4M -12% 22.8% 261% 22 40.91%
PFWA
5392
Paces Ferry Wealth Advisors
Georgia
$201M -$4.79M -2% 2.75% 69.3% 134 10.45%
SICM
5393
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 1.53% 106% 82 30.49%
PFG
5394
Prosperity Financial Group
California
$201M +$45.9K +0% 5% 108% 199 29.65%
NEPPG
5395
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 1.86% 59% 49 8.16%
RPCONE
5396
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 2.03% 90.1% 241 9.96%
OL
5397
Owen LaRue
Kentucky
$201M +$9.37M +5% 0.09% 126% 108 31.48%
BAM
5398
Bayshore Asset Management
Florida
$201M -$16.9M -8% 1.73% 62.3% 56 39.29%
BWM
5399
Boyd Wealth Management
California
$201M -$2.14M -1% 1.03% 51.1% 49 12.24%
BTIM
5400
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 3.22% 44.9% 60 43.33%