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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
KFO
5876
Kopp Family Office
Minnesota
$161M -$13.9M -8% 9.52% 34% 22 9.09%
FF
5877
Financial Futures
New Jersey
$161M +$10.4M +7% 0.2% 45% 53 9.43%
PCM
5878
Pointe Capital Management
Michigan
$161M -$2.32M -1% 2.18% 62.6% 162 3.7%
DF
5879
Dunhill Financial
United Kingdom
$161M +$26.4M +20% 2.51% 58.6% 806 10.17%
PSFG
5880
Prairie Sky Financial Group
Illinois
$161M -$5.55M -3% 4.31% 87 11.49%
NPFS
5881
Novak & Powell Financial Services
Florida
$161M +$27.3M +20% 3.03% 161 15.53%
4FG
5882
4Thought Financial Group
New York
$161M +$8.91M +6% 0.99% 37.6% 108 0.93%
GWM
5883
GoalFusion Wealth Management
Texas
$161M +$3.91M +2% 0.99% 43.6% 32 12.5%
PPW
5884
PACK Private Wealth
Minnesota
$161M +$1.76M +1% 0.26% 52.8% 44 11.36%
BI
5885
Berkeley Inc
Idaho
$161M -$4.27M -3% 3.33% 40.9% 72 19.44%
RFA
5886
Resurgent Financial Advisors
Georgia
$161M -$26.8M -14% 3.69% 86.4% 208 22.12%
WAM
5887
Werlinich Asset Management
Connecticut
$161M +$7.51M +5% 6.99% 215% 60 3.33%
SWA
5888
Sightline Wealth Advisors
Connecticut
$161M +$8.82M +6% 0.03% 44.4% 84 11.9%
GAM
5889
GEM Asset Management
Michigan
$161M +$11.9M +8% 1.08% 54.7% 91 8.79%
PP
5890
PFS Partners
New Jersey
$161M +$9.79M +6% 0.32% 63.2% 477 10.48%
TWM
5891
TLW Wealth Management
Florida
$161M +$3.53M +2% 5.43% 82.9% 21 0%
HWMT
5892
Heritage Wealth Management (Texas)
Texas
$160M +$6.54M +4% 0.2% 52.3% 40 15%
EECFV
5893
EnCap Energy Capital Fund VIII
Texas
$160M -$13.1M -8% 2.91% 6.16% 3 0%
RAM
5894
Robocap Asset Management
United Kingdom
$160M +$14.4M +10% 5.52% 259% 25 4%
FF
5895
Friedenthal Financial
New Jersey
$160M -$2.14M -1% 3.17% 111% 300 52%
KFS
5896
Kaizen Financial Strategies
California
$160M +$12.9M +9% 6.34% 116% 161 36.65%
LCM
5897
LCM Capital Management
Illinois
$160M +$5.6M +4% 3.94% 108% 97 11.34%
CSIA
5898
Carl Stuart Investment Advisor
Texas
$160M +$5.65M +4% 2.81% 84.4% 16 12.5%
IF
5899
Integrity Financial
Wyoming
$160M +$14M +10% 4% 66.3% 221 7.24%
DJYG
5900
David J. Yvars Group
Florida
$160M +$11.5M +8% 8.87% 125% 83 14.46%