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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
IFPG
5376
Intrepid Financial Planning Group
Indiana
$263M +$799K +0.3% 2.69% 92.5% 131 9.16%
HFRG
5377
Houlihan Financial Resource Group
Virginia
$263M +$149M +131% 2.56% 50.6% 108 34.26%
OL
5378
Owen LaRue
Kentucky
$263M +$8.73M +3% 2.49% 126% 137 27.01%
WAG
5379
Wheelhouse Advisory Group
Missouri
$263M +$30.7M +13% 2.48% 52 19.23%
CFA
5380
Camarda Financial Advisors
Florida
$263M -$8.57M -3% 7.27% 196% 122 25.41%
WOCP
5381
White Oak Capital Partners
Singapore
$263M +$5.57M +2% 1.17% 17 5.88%
CLA
5382
Carnegie Lake Advisors
New Jersey
$263M +$2.69M +1% 4.04% 171 6.43%
FF
5383
Fluent Financial
Texas
$262M +$6.92M +3% 1.15% 42.5% 95 67.37%
RW
5384
REDW Wealth
New Mexico
$262M -$2.26M -0.9% 1.91% 54.1% 114 12.28%
FCIS
5385
First Citizens Investor Services
North Carolina
$262M +$3.42M +1% 1.23% 23 0%
WMIG
5386
White Mountains Insurance Group
New Hampshire
$262M +$58.7M +29% 12.5% 105% 2 50%
GIM
5387
Goodlander Investment Management
Texas
$262M -$461K -0.2% 14.3% 18 77.78%
CFG
5388
Cambridge Financial Group
Ohio
$262M +$3.88M +2% 3.04% 35 11.43%
KC
5389
Kaleidoscope Capital
Massachusetts
$262M -$88.2M -25% 17.2% 11 0%
HCM
5390
Heathbridge Capital Management
Ontario, Canada
$262M +$1.19M +0.5% 4.07% 58.7% 30 10%
WFG
5391
Wills Financial Group
Virginia
$262M +$17.8M +7% 2.28% 57.5% 76 15.79%
TS
5392
Twin Securities
New York
$262M +$60.4M +30% 30.8% 506% 26 76.92%
TWCM
5393
True Wind Capital Management
California
$262M -$11.2M -4% 3.76% 119% 2 0%
BWA
5394
BCU Wealth Advisors
Illinois
$261M +$14.1M +6% 2.24% 63 6.35%
KWA
5395
Kondo Wealth Advisors
California
$261M +$13.4M +5% 2.54% 73 9.59%
LWMNY
5396
Landmark Wealth Management (New York)
New York
$261M +$9.47M +4% 1.41% 37.9% 89 5.62%
1CM
5397
1492 Capital Management
Wisconsin
$261M +$13.9M +6% 7.38% 332% 136 33.82%
RMP
5398
Richards, Merrill & Peterson
Washington
$261M +$29.3M +13% 2.62% 280 25.71%
AC
5399
Athos Capital
Hong Kong
$261M +$101M +63% 7.57% 110% 44 43.18%
FA
5400
Fedenia Advisers
Wisconsin
$261M +$9.17M +4% 7% 185 27.03%