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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
HIS
5426
Horizon Investment Services
Indiana
$206M -$29.3M -12% 3.27% 250% 133 24.81%
GFA
5427
Grunden Financial Advisory
Texas
$206M -$1.22M -0.6% 0.77% 27 7.41%
BF
5428
Brogan Financial
Tennessee
$206M +$1.65M +0.8% 2.04% 46.4% 61 9.84%
PKC
5429
Palmer Knight Company
Florida
$206M -$17.4M -8% 1.54% 78.9% 33 0%
RA
5430
Rosalind Advisors
Ontario, Canada
$206M +$10.1M +5% 1.35% 47 42.55%
KW
5431
Keyvantage Wealth
Pennsylvania
$206M +$65.6M +47% 0.9% 103 16.5%
LGW
5432
Leslie Global Wealth
Illinois
$205M -$10M -5% 2.95% 79 15.19%
FOR
5433
Family Office Research
Maryland
$205M -$22.8M -10% 6.73% 79 16.46%
CPW
5434
Catalyst Private Wealth
California
$205M -$19.3M -9% 5.63% 103% 87 13.79%
GCM
5435
Gallacher Capital Management
Colorado
$205M +$3.78M +2% 0.29% 70.7% 355 42.82%
BS
5436
Brighton Securities
New York
$205M -$640K -0.3% 0.74% 57 3.51%
MAWCM
5437
Mine & Arao Wealth Creation & Management
California
$205M -$13.2M -6% 5.24% 92% 77 3.9%
AWA
5438
Adapt Wealth Advisors
Georgia
$205M +$1.88M +0.9% 1.38% 71 19.72%
OFCM
5439
One Fin Capital Management
California
$205M -$26.5M -11% 0.09% 92% 25 72%
BWM
5440
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 4.39% 408 25.49%
KIG
5441
Kessler Investment Group
Indiana
$205M -$6M -3% 2.09% 218% 223 20.18%
SWM
5442
SFG Wealth Management
Maryland
$205M +$14.2M +7% 2.49% 82.1% 131 37.4%
USB
5443
Union Savings Bank
Connecticut
$205M +$1.24M +0.6% 0.67% 309 6.8%
SFG
5444
Socha Financial Group
New York
$205M -$8.68M -4% 5.77% 81.5% 26 23.08%
ACM
5445
Ararat Capital Management
Connecticut
$204M -$46.1M -18% 3.66% 99.2% 18 22.22%
KPP
5446
Kings Path Partners
Texas
$204M -$29.8M -13% 0.42% 300 18.33%
KTM
5447
Keeler Thomas Management
Utah
$204M -$76.5M -27% 0.6% 46.1% 85 31.76%
SIAS
5448
Summit Investment Advisory Services
Minnesota
$204M +$10.1M +5% 2.84% 68.3% 72 8.33%
GSB
5449
Greenfield Savings Bank
Massachusetts
$204M -$4.72M -2% 0.52% 97.3% 148 3.38%
AC
5450
Applied Capital
Arkansas
$204M +$9.08M +5% 0.97% 52.6% 49 8.16%