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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
SHFP
5851
Second Half Financial Partners
Florida
$130M 0.28% 36.8% 60
SLWS
5852
Swaine & Leidel Wealth Services
Florida
$130M 0.28% 60
RHDIC
5853
R.H. Dinel Investment Counsel
California
$130M -$15.4M -11% 6.88% 34.1% 56 3.57%
BC
5854
Bowman & Company
Wisconsin
$130M +$88K +0.1% 3.48% 59.7% 86 10.47%
RB
5855
Richmond Brothers
Michigan
$130M -$9.31M -7% 5.54% 77.2% 25 12%
SL
5856
Stevard LLC
Illinois
$130M -$11M -8% 9.25% 54 14.81%
YAVAPFMC
5857
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$130M -$8.81M -6% 6.09% 201% 57 5.26%
LFA
5858
Level Financial Advisors
New York
$130M -$1.33M -1% 3.9% 41.5% 295 22.71%
VCM
5859
Viewpoint Capital Management
Washington
$130M -$8.16M -6% 4.2% 120% 122 6.56%
WEPOG
5860
Wealth Enhancement & Preservation of GA
Georgia
$130M -$18.6M -13% 3.06% 82.2% 57 29.82%
PTCG
5861
Pring Turner Capital Group
California
$130M +$16.5M +15% 1.49% 70.8% 60 5%
KCM
5862
Key Colony Management
Arkansas
$130M -$3.29M -2% 0.84% 113% 13 46.15%
PAMI
5863
Perseverance Asset Management International
Cayman Islands
$130M -$31.6M -20% 24.5% 120% 11 36.36%
LFA
5864
LifeGuide Financial Advisors
Pennsylvania
$130M -$4.53M -3% 6.46% 31% 26 7.69%
CMF
5865
Counterpoint Mutual Funds
California
$130M +$22.2M +21% 0.94% 66.2% 338 86.69%
MRI
5866
Mad River Investors
Massachusetts
$130M -$1.71M -1% 7.94% 225% 31 12.9%
CFAM
5867
Center For Asset Management
Florida
$129M -$5.63M -4% 4.13% 60.7% 146 30.14%
FH
5868
FWG Holdings
Florida
$129M -$4.95M -4% 2.67% 91.6% 98 10.2%
PI
5869
Pachira Investments
California
$129M -$25.7M -17% 3.66% 72.6% 32 18.75%
PU
5870
Petiole USA
New York
$129M -$10.1M -7% 0.48% 105% 52 34.62%
HAM
5871
Hedges Asset Management
Nevada
$129M +$523K +0.4% 2.17% 128 19.53%
KLCMU
5872
Kite Lake Capital Management (UK)
United Kingdom
$129M -$297M -70% 13.9% 337% 14 71.43%
AIM
5873
Athena Investment Management
California
$129M 1.71% 80.6% 119
ILCM
5874
Ivy Lane Capital Management
Florida
$129M -$13.2M -9% 7.97% 101% 11 36.36%
LTL
5875
Lowery Thomas LLC
California
$129M -$16.1M -11% 6.33% 74.7% 56 23.21%