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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
HPC
5526
Highland Peak Capital
Connecticut
$176M +$21.1M +14% 14.7% 150% 28 60.71%
BFP
5527
Briaud Financial Planning
Texas
$176M +$58.6M +50% 8.22% 81.6% 129 94.57%
FP
5528
Factorial Partners
New York
$176M +$18M +11% 12.5% 78.3% 88 15.91%
PMIA
5529
Patrick Mauro Investment Advisor
Illinois
$176M +$7.92M +5% 4.46% 28.4% 44 9.09%
SC
5530
Swan Capital
Florida
$176M +$17M +11% 6.79% 35 11.43%
CIS
5531
Custom Index Systems
New York
$176M +$13.6M +8% 9.8% 325 52%
GAAM
5532
Grand Alliance Asset Management
Hong Kong
$176M -$11.5M -6% 38.2% 14 21.43%
KWAG
5533
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 3.35% 289 8.65%
BAM
5534
Bosun Asset Management
Illinois
$176M +$75.1M +75% 21.7% 240% 191 60.73%
RP
5535
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 5.96% 105 9.52%
PF
5536
Parker Financial
Washington
$176M +$14.5M +9% 5.02% 37.1% 50 16%
AFC
5537
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 20.7% 122% 141 7.09%
BIA
5538
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 7.87% 64.3% 136 8.09%
PCR
5539
Potrero Capital Research
California
$175M -$13.3M -7% 6.74% 137% 32 40.63%
PWM
5540
Pacific Wealth Management
California
$175M $0 0% 6.42% 37.5% 24 0%
ES
5541
ETF Store
Kansas
$175M +$20.5M +13% 6.46% 44.8% 114 13.16%
SPA
5542
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 6.2% 51.4% 60 8.33%
AIA
5543
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 6.57% 51.4% 83 9.64%
HAFS
5544
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 7.45% 51.1% 33 12.12%
BWM
5545
Boyd Wealth Management
California
$175M +$14.3M +9% 6.98% 51.1% 44 11.36%
KFO
5546
Kopp Family Office
Minnesota
$175M +$3.87M +2% 4.75% 34% 21 0%
LCK
5547
LeRoy C. Kopp
$175M 4.75% 21
PAG
5548
Powers Advisory Group
Illinois
$175M +$12.9M +8% 5.99% 37.5% 94 3.19%
PWMG
5549
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 3.86% 40 10%
MFA
5550
Morling Financial Advisors
California
$175M +$50.9M +41% 12.8% 87.8% 111 32.43%