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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
PFG
5826
Peterson Financial Group
Iowa
$106M -$14.5M -12% 14.4% 32.4% 78 5.13%
I
5827
IMPACTfolio
Colorado
$106M -$28.2M -21% 13.1% 51.2% 51 11.76%
VA
5828
Verdad Advisers
Massachusetts
$106M -$16M -13% 7.75% 40 45%
ATI
5829
Act Two Investors
California
$106M -$20.1M -16% 15.5% 53% 29 27.59%
HFP
5830
Holistic Financial Partners
Indiana
$106M -$51.3M -33% 7.93% 95.7% 124 32.26%
BWIA
5831
Bryant Woods Investment Advisors
New York
$106M -$18M -14% 15.4% 66.3% 38 7.89%
TCM
5832
Trilantic Capital Management
New York
$106M -$114M -52% 39.1% 12 33.33%
CC
5833
Corton Capital
Ontario, Canada
$106M -$125M -54% 15.9% 225% 573 69.81%
WAM
5834
WealthTrust Asset Management
Florida
$106M -$34.5M -25% 11.9% 97.9% 94 39.36%
HAM
5835
Hedges Asset Management
Nevada
$106M -$23.2M -18% 13.3% 112 9.82%
EA
5836
Echo45 Advisors
California
$106M -$21.7M -17% 10.2% 49.9% 75 30.67%
BAS
5837
Brown Advisory Securities
Maryland
$106M -$65.1M -38% 13.2% 51.2% 174 21.26%
ALWM
5838
Andrews Lucia Wealth Management
California
$106M -$5.89M -5% 14.6% 59.7% 20 15%
WPEP
5839
Walnut Private Equity Partners
Nebraska
$106M -$18.9M -15% 14.5% 60.6% 15 0%
FB
5840
First Bancorp
Maine
$106M -$3.55M -3% 10.8% 73.8% 117 20.51%
CA
5841
CV Advisors
Florida
$106M -$35.7M -25% 18.8% 98.9% 30 26.67%
ILCM
5842
Ivy Lane Capital Management
Florida
$106M -$23.3M -18% 20.8% 101% 12 41.67%
PKC
5843
Palmer Knight Company
Florida
$105M -$21.1M -17% 15.4% 78.9% 27 0%
CRCM
5844
Crystal Rock Capital Management
Illinois
$105M -$45.4M -30% 17.9% 172% 33 24.24%
TMWM
5845
Taylor & Morgan Wealth Management
Michigan
$105M -$16.8M -14% 16.5% 75.5% 69 13.04%
ABP
5846
Arthur B. Page
$105M -$22.9M -18% 12.7% 40.4% 57 10.53%
GCL
5847
Gouws Capital LLC
North Carolina
$105M -$17.7M -14% 12.6% 114% 51 9.8%
MC
5848
Matisse Capital
Oregon
$105M -$3.39M -3% 13.7% 66.9% 145 29.66%
HCWM
5849
Harrison & Co Wealth Management
Virginia
$105M -$8.81M -8% 9.47% 80 6.25%
LFA
5850
Lauterbach Financial Advisors
Texas
$105M -$4.73M -4% 13.1% 71.2% 56 26.79%