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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
FCM
5626
Forager Capital Management
Alabama
$227M +$22.2M +11% 16.3% 52.6% 12 16.67%
SAM
5627
S.A. Mason
Michigan
$227M +$19.9M +10% 10.4% 105% 370 32.97%
TFG
5628
Tull Financial Group
Virginia
$226M +$6.64M +3% 5.93% 35 11.43%
DB
5629
Dravo Bay
Delaware
$226M +$19.7M +10% 5.67% 45.2% 48 0%
HP
5630
Haven Private
Florida
$226M +$883K +0.4% 9.06% 196 27.04%
SV
5631
Stilwell Value
New York
$226M +$20.8M +10% 5.26% 87.9% 33 15.15%
BCA
5632
Ballentine Capital Advisors
South Carolina
$226M +$15.2M +7% 5.66% 28 14.29%
PP
5633
Postrock Partners
Oregon
$226M +$17M +8% 10.2% 87 10.34%
SPA
5634
Shore Point Advisors
New Jersey
$226M +$17.9M +9% 5.24% 51.4% 73 5.48%
AMC
5635
Atlas Merchant Capital
New York
$226M -$106M -32% 26.7% 65.7% 11 36.36%
CFS
5636
Compass Financial Services
Iowa
$226M +$19.6M +9% 5.33% 359 25.91%
OFA
5637
Onyx Financial Advisors
Idaho
$226M +$15.1M +7% 6.47% 52.5% 19 10.53%
CWA
5638
Clarus Wealth Advisors
Arizona
$226M +$9.79M +5% 10.1% 95 17.89%
AWM
5639
Altus Wealth Management
Kentucky
$226M +$16.9M +8% 6.44% 68.8% 30 6.67%
RFP
5640
RCS Financial Planning
Maryland
$226M +$24.7M +12% 5.47% 42.8% 94 13.83%
CWMG
5641
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 5.92% 63 7.94%
TP
5642
TenCore Partners
New York
$226M +$4.51M +2% 1.63% 50.4% 13 15.38%
HPM
5643
HealthCor Partners Management
South Carolina
$225M 0% 1
FC
5644
Financial Council
Maryland
$225M +$17.9M +9% 8.51% 80% 97 6.19%
MDCM
5645
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.3M -6% 4.77% 52.1% 164 9.76%
CCC
5646
Chelsea Counsel Company
California
$225M +$23.5M +12% 16.1% 106% 247 20.65%
TWM
5647
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 7.22% 39 20.51%
LWM
5648
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 7.13% 160 11.25%
VAF
5649
Values Added Financial
District of Columbia
$225M +$18.6M +9% 6.61% 58.3% 130 7.69%
FWM
5650
Fortress Wealth Management
California
$225M +$17.5M +8% 5.71% 52.1% 75 4%