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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
VWM
5426
Vivid Wealth Management
Iowa
$284M +$37.1M +15% 15.7% 76 17.11%
BP
5427
Bandera Partners
New York
$284M +$62.8M +28% 27.4% 55.4% 19 10.53%
CA
5428
Cumberland Advisors
Florida
$284M +$28.3M +11% 14.5% 73.5% 50 6%
1W
5429
1776 Wealth
Georgia
$284M +$29.4M +12% 15% 90.4% 155 7.74%
WMA
5430
William Mack & Associates
Michigan
$284M +$109M +62% 10.3% 110 35.45%
CWMGP
5431
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$284M +$44.9M +19% 21% 75.9% 109 21.1%
FL
5432
FreeGulliver LLC
Louisiana
$284M +$46.4M +20% 13.6% 137 26.28%
AFG
5433
American Financial Group
Ohio
$284M +$13.9M +5% 4.33% 32.5% 76 10.53%
SIP
5434
Sellwood Investment Partners
Oregon
$284M +$29.7M +12% 10.4% 61 6.56%
GCC
5435
Game Creek Capital
Massachusetts
$283M -$17.4M -6% 41% 176% 98 26.53%
BC
5436
Beaconlight Capital
New York
$283M +$93.5M +49% 32.5% 282% 46 54.35%
LWM
5437
Lodestone Wealth Management
Washington
$283M +$30.9M +12% 17% 81.1% 801 5.24%
FPW
5438
Flagship Private Wealth
Massachusetts
$283M +$36.5M +15% 14.8% 62.7% 121 14.88%
MCA
5439
Mendon Capital Advisors
Florida
$283M +$24.9M +10% 19% 57 26.32%
SHA
5440
Seneca House Advisors
Virginia
$283M +$31.2M +12% 12.1% 58.2% 107 14.02%
TSS
5441
Thomas Story & Son
Indiana
$283M +$22.3M +9% 22.6% 91.8% 54 7.41%
OCFG
5442
O'Connor Financial Group
Illinois
$283M +$38.3M +16% 11.8% 44.9% 72 23.61%
S
5443
ShariaPortfolio
Florida
$283M +$56.8M +25% 42.8% 233% 47 23.4%
HC
5444
Hillman Company
Pennsylvania
$283M +$25.4M +10% 12.6% 134% 17 35.29%
HC
5445
Hendley & Co
Ohio
$283M +$12.3M +5% 5.93% 54.8% 48 8.33%
BWM
5446
BKM Wealth Management
Wisconsin
$282M +$8.49M +3% 12.1% 162 17.28%
SWM
5447
Selby Wealth Management
California
$282M +$28.2M +11% 8.08% 85 7.06%
KTM
5448
Keeler Thomas Management
Utah
$282M +$45.8M +19% 5.78% 46.1% 149 30.2%
JFG
5449
Juno Financial Group
Virginia
$282M +$26.9M +11% 10.4% 74 6.76%
CWM
5450
Chicago Wealth Management
Illinois
$282M +$31.4M +13% 18% 134% 70 25.71%