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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
FAFN
5826
First Affirmative Financial Network
Colorado
$213M +$18M +9% 6.95% 311 15.11%
LAS
5827
Lloyd Advisory Services
Georgia
$212M +$5.54M +3% 5.45% 47.7% 122 37.7%
VVM
5828
Versant Venture Management
California
$212M +$130M +159% 55.8% 409% 9 11.11%
KFA
5829
Kapstone Financial Advisors
Ohio
$212M +$11.8M +6% 6.95% 131% 126 7.94%
PPW
5830
PACK Private Wealth
Minnesota
$212M +$23.6M +12% 7.81% 52.8% 55 12.73%
2L
5831
22NW LP
Washington
$212M +$53.5M +34% 43.2% 138% 23 17.39%
SPFA
5832
Summit Place Financial Advisors
New Jersey
$212M +$13.5M +7% 9.16% 95.2% 105 17.14%
CWM
5833
CCG Wealth Management
California
$212M +$22.4M +12% 9.4% 82.6% 88 12.5%
KG
5834
Kilter Group
New York
$212M -$7.8M -4% 8.02% 1,330 21.43%
BCA
5835
Bernzott Capital Advisors
California
$212M +$16M +8% 11.9% 46.6% 34 8.82%
SFG
5836
Seamount Financial Group
Colorado
$212M +$17.3M +9% 7.11% 142 14.79%
JWM
5837
Jupiter Wealth Management
Colorado
$212M +$13.6M +7% 12.1% 99.2% 96 9.38%
LA
5838
Lindenwold Advisors
Pennsylvania
$212M +$19.1M +10% 7.4% 75% 120 19.17%
EP
5839
EPIQ Partners
Minnesota
$212M +$15.3M +8% 5.17% 44.3% 74 4.05%
JHA
5840
Jackson Hill Advisors
Texas
$212M +$11.4M +6% 7.33% 61.2% 14 14.29%
GSF
5841
Grove Street Fiduciary
New Hampshire
$212M +$4.14M +2% 5.51% 74 2.7%
COA
5842
Crown Oak Advisors
California
$211M $0 0% 1.59% 23 0%
ECM
5843
EMC Capital Management
Texas
$211M +$26M +14% 12% 314 5.73%
YWM
5844
Yoder Wealth Management
California
$211M +$19.5M +10% 7.29% 58.9% 117 5.98%
CPSC
5845
Carl P. Sherr & Co
Massachusetts
$211M +$13.3M +7% 6.8% 68.8% 123 8.13%
PKC
5846
Palmer Knight Company
Florida
$211M -$23.5M -10% 1.05% 78.9% 37 10.81%
PCM
5847
Perritt Capital Management
Illinois
$211M +$17.3M +9% 13.9% 80.9% 336 9.23%
AFO
5848
Allie Family Office
Florida
$211M +$9.12M +5% 7.8% 59% 111 23.42%
PPC
5849
Pennington Partners & Co
Maryland
$211M +$24.4M +13% 6.85% 98 26.53%
PK
5850
Pflug Koory
Nebraska
$211M +$14M +7% 8.25% 423 4.96%