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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
WFA
5401
Wells Financial Advisors
Massachusetts
$117M 10% 54% 60
PL
5402
Protective Life
Alabama
$117M -$23.3M -17% 1.98% 38.4% 16 12.5%
BCP
5403
Blackhawk Capital Partners
Wisconsin
$117M +$6.5M +6% 11.5% 87.2% 101 23.76%
NCM
5404
Nellore Capital Management
California
$117M 19.2% 73.8% 21
BCP
5405
Bluegrass Capital Partners
Florida
$117M 15.2% 60.1% 14
AAM
5406
Aware Asset Management
Minnesota
$117M -$35.3M -23% 4.19% 2 0%
SNBOSCI
5407
Security National Bank of Sioux City Iowa
Iowa
$117M +$9.99M +9% 12.1% 52.4% 99 10.1%
CFP
5408
Curran Financial Partners
South Carolina
$117M 10.6% 49.4% 58
PIC
5409
Portland Investment Counsel
Ontario, Canada
$117M +$36.1M +45% 19.5% 108% 34 32.35%
AP
5410
Adero Partners
California
$117M -$8.18M -7% 15.7% 27.7% 99 32.32%
HLCM
5411
Hickory Lane Capital Management
New York
$117M 30.8% 31
RF
5412
RHS Financial
California
$117M +$17.2M +17% 8.41% 57.8% 77 7.79%
GPC
5413
Greenstone Partners & Co
California
$117M 26% 527% 10
BWG
5414
Beta Wealth Group
California
$116M 9.17% 45.4% 36
FNBOSM
5415
First National Bank of South Miami
Florida
$116M +$11.4M +11% 11.7% 35.2% 318 18.55%
NMC
5416
Nine Masts Capital
Hong Kong
$116M -$9.98M -8% 13.6% 88.1% 53 86.79%
DTC
5417
Davidson Trust Company
Washington
$116M +$6.36M +6% 14% 64.6% 125 8%
HWM
5418
HighMark Wealth Management
Minnesota
$116M +$5.39M +5% 15.4% 110% 502 18.13%
TA
5419
TrueWealth Advisors
Alabama
$116M 9.45% 58.5% 83
CCM
5420
Ciovacco Capital Management
Georgia
$116M 17% 88.5% 36
SR
5421
Summer Road
Florida
$116M +$73.6M +172% 172% 130% 1 0%
YSP
5422
Yarra Square Partners
New York
$116M 21.9% 55.9% 16
CGFI
5423
Cypress Growth Fund III
California
$116M 27.3% 33
PFA
5424
Peak Financial Advisors
Colorado
$116M 20% 40.1% 54
NCG
5425
Newport Capital Group
New Jersey
$116M 10.9% 61