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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
COA
5501
Crown Oak Advisors
California
$182M +$10.6M +6% 6.32% 22 4.55%
GCM
5502
Gables Capital Management
Florida
$182M +$20.6M +13% 16% 151% 412 13.11%
FIM
5503
FWL Investment Management
Texas
$181M +$9.81M +6% 7.67% 165% 268 26.12%
SFG
5504
SVB Financial Group
Texas
$181M +$68.5M +61% 164% 15 26.67%
AA
5505
AJ Advisors
Tennessee
$181M +$18.7M +12% 7.37% 59.8% 49 14.29%
AFM
5506
Abbot Financial Management
Massachusetts
$181M +$15M +9% 10.2% 102% 125 9.6%
JWM
5507
JPL Wealth Management
Colorado
$181M +$42.3M +30% 8.04% 120 24.17%
ACM
5508
Adalta Capital Management
New York
$181M +$15.7M +9% 8.63% 80.4% 104 9.62%
IFA
5509
Interactive Financial Advisors
Illinois
$181M -$5.72M -3% 5.35% 47.6% 86 5.81%
FF
5510
Fluent Financial
Texas
$181M +$12.4M +7% 8.26% 42.5% 89 21.35%
CCP
5511
Cunning Capital Partners
North Carolina
$181M +$20.3M +13% 22.2% 268% 92 20.65%
OWA
5512
ORBA Wealth Advisors
Illinois
$181M +$13.9M +8% 6.23% 97 5.15%
SFP
5513
Strategic Financial Partners
Oregon
$181M +$8.48M +5% 6.65% 54.8% 79 22.78%
DFS
5514
Dixon Fnancial Services
California
$181M +$18M +11% 7.97% 70% 36 25%
NPI
5515
New Perspectives Inc
Mississippi
$181M 6.62% 30
FCCM
5516
First City Capital Management
Georgia
$181M +$8.26M +5% 10.8% 76.5% 177 11.86%
TP
5517
Toronado Partners
California
$181M -$9.61M -5% 8.56% 158% 12 16.67%
HCM
5518
HMS Capital Management
Tennessee
$181M +$17.8M +11% 15.3% 130% 125 28%
BA
5519
Bluesphere Advisors
Pennsylvania
$181M +$19.3M +12% 11.6% 93.4% 95 10.53%
KCM
5520
KM Capital Management
Texas
$180M +$7.27M +4% 7.45% 60.8% 48 18.75%
MWM
5521
McNaughton Wealth Management
California
$180M +$11.5M +7% 5.38% 50.3% 53 3.77%
MSFP
5522
Mark Sheptoff Financial Planning
Connecticut
$180M +$14.4M +9% 7.19% 92.4% 427 13.11%
WA
5523
Watchtower Advisors
Connecticut
$180M +$31.2M +21% 19% 384% 17 47.06%
RM
5524
RP Management
New York
$180M +$31.4M +21% 23.1% 208% 3 0%
TPWA
5525
Twin Peaks Wealth Advisors
California
$180M +$23.5M +15% 8.06% 134 14.93%