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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
CSPIA
5376
Cary Street Partners Investment Advisory
Virginia
$239M +$32.6M +16% 7.65% 84.1% 640 12.5%
CAM
5377
Concorde Asset Management
Michigan
$239M 8.51% 222
AFC
5378
Alpine Fox Capital
Nevada
$239M 154% 13
HPM
5379
Helix Partners Management
New York
$239M -$26.4M -10% 32.5% 13 30.77%
FF
5380
Friday Financial
Iowa
$239M +$42.3M +21% 7.38% 92 7.61%
HAFG
5381
Hansen & Associates Financial Group
California
$239M +$54.5M +30% 2.83% 47 76.6%
IGYL
5382
I.G.Y. Ltd
United Kingdom
$239M -$11M -4% 1.66% 81.2% 3 0%
SCA
5383
Sander Capital Advisors
Washington
$239M +$19.3M +9% 11.8% 68.8% 13 7.69%
JFG
5384
JDM Financial Group
Texas
$239M +$26.7M +13% 6.3% 51.5% 286 11.19%
OCFG
5385
O'Connor Financial Group
Illinois
$238M +$11.8M +5% 4.88% 44.9% 61 4.92%
PM
5386
Plustick Management
Virginia
$238M +$69.8M +41% 65.4% 1,098% 26 53.85%
MPPW
5387
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 6.77% 75.2% 146 2.74%
GPA
5388
Garrison Point Advisors
California
$238M +$20.6M +9% 8.63% 81.5% 174 6.9%
KW
5389
Keyvantage Wealth
Pennsylvania
$238M +$15.6M +7% 6.47% 103 12.62%
LIA
5390
LifePlan Investment Advisors
North Carolina
$238M +$37M +18% 6.39% 41.5% 115 11.3%
ACM
5391
Accent Capital Management
Ohio
$238M +$14.1M +6% 11.9% 458 32.1%
CCM
5392
Conway Capital Management
California
$238M +$14.8M +7% 10.1% 154% 54 16.67%
FWP
5393
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 7.65% 99 37.37%
EC
5394
Euclidean Capital
New York
$238M -$67.7M -22% 11% 76.3% 11 0%
GPW
5395
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 5.7% 177 23.16%
PCG
5396
PFC Capital Group
California
$238M +$22M +10% 9.09% 88 11.36%
TS
5397
TradeWell Securities
Indiana
$238M +$28.8M +14% 11.9% 46 2.17%
GHA
5398
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 7.39% 61.5% 132 13.64%
MMM
5399
Mendel Money Management
Illinois
$238M +$12M +5% 6.43% 75.4% 157 14.01%
HCM
5400
HMS Capital Management
Tennessee
$238M +$15.4M +7% 8.41% 130% 111 8.11%