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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 Avg Holding
Period (Yrs)
BP
5451
Bandera Partners
New York
$284M +$62.8M +28% 27.4% 55.4% 19 10.53% 3.8
CA
5452
Cumberland Advisors
Florida
$284M +$28.3M +11% 14.5% 73.5% 50 6% 5.4
1W
5453
1776 Wealth
Georgia
$284M +$29.4M +12% 15% 90.4% 155 7.74% 3.3
WMA
5454
William Mack & Associates
Michigan
$284M +$109M +62% 10.3% – 110 35.45% 0.9
CWMGP
5455
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$284M +$44.9M +19% 21% 75.9% 109 21.1% 1.8
FL
5456
FreeGulliver LLC
Louisiana
$284M +$46.4M +20% 13.6% – 137 26.28% 1.1
AFG
5457
American Financial Group
Ohio
$284M +$13.9M +5% 4.33% 32.5% 76 10.53% 5.6
SIP
5458
Sellwood Investment Partners
Oregon
$284M +$29.7M +12% 10.4% – 61 6.56% 1.2
GCC
5459
Game Creek Capital
Massachusetts
$283M -$17.4M -6% 41% 176% 98 26.53% 3.3
BC
5460
Beaconlight Capital
New York
$283M +$93.5M +49% 32.5% 282% 46 54.35% 1.3
LWM
5461
Lodestone Wealth Management
Washington
$283M +$30.9M +12% 17% 87.1% 801 5.24% 1
FPW
5462
Flagship Private Wealth
Massachusetts
$283M +$36.5M +15% 14.8% 62.7% 121 14.88% 3.2
MCA
5463
Mendon Capital Advisors
Florida
$283M +$24.9M +10% 19% – 57 26.32% 2.4
SHA
5464
Seneca House Advisors
Virginia
$283M +$31.2M +12% 12.1% 58.2% 107 14.02% 4
TSS
5465
Thomas Story & Son
Indiana
$283M +$22.3M +9% 22.6% 101% 54 7.41% 7.4
OCFG
5466
O'Connor Financial Group
Illinois
$283M +$38.3M +16% 11.8% 44.9% 72 23.61% 1.9
S
5467
ShariaPortfolio
Florida
$283M +$56.8M +25% 42.8% 233% 47 23.4% 1.1
HC
5468
Hillman Company
Pennsylvania
$283M +$25.4M +10% 12.6% 134% 17 35.29% 1.9
HC
5469
Hendley & Co
Ohio
$283M +$12.3M +5% 5.93% 54.8% 48 8.33% 5.9
BWM
5470
BKM Wealth Management
Wisconsin
$282M +$8.49M +3% 12.1% – 162 17.28% 2
SWM
5471
Selby Wealth Management
California
$282M +$28.2M +11% 8.08% – 85 7.06% 0.5
KTM
5472
Keeler Thomas Management
Utah
$282M +$45.8M +19% 5.78% 46.1% 149 30.2% 1.1
JFG
5473
Juno Financial Group
Virginia
$282M +$26.9M +11% 10.4% – 74 6.76% 0.5
CWM
5474
Chicago Wealth Management
Illinois
$282M +$31.4M +13% 18% 134% 70 25.71% 2.2
NW
5475
N10 Wealth
Connecticut
$282M – – 42.1% – 43 – 0