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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
BDCM
5926
Black Diamond Capital Management
Connecticut
$169M +$3.39M +2% 0.51% 28.3% 13 15.38%
YWM
5927
Yardley Wealth Management
Pennsylvania
$169M 5.33% 41
OPOWM
5928
One Plus One Wealth Management
Florida
$169M -$6.19M -4% 5.37% 69.2% 97 14.43%
KSWWM
5929
Keyes Stange & Wooten Wealth Management
Florida
$169M +$24.8M +17% 6.22% 71 9.86%
FCMA
5930
Foresight Capital Management Advisors
Michigan
$169M +$20.8M +14% 8.48% 87 17.24%
LFWA
5931
LBJ Family Wealth Advisors
Texas
$169M +$9.38M +6% 6.9% 59% 29 6.9%
PBPIA
5932
Pivotal bioVenture Partners Investment Advisor
California
$168M +$38.4M +30% 24.8% 667% 12 25%
MFG
5933
Mainsail Financial Group
Washington
$168M -$1.42M -0.8% 4.04% 57.2% 54 9.26%
TWM
5934
TLW Wealth Management
Florida
$168M +$7.86M +5% 6.25% 82.9% 21 9.52%
II
5935
Ironclad Investments
Florida
$168M +$8.71M +5% 5.46% 3 0%
FL
5936
FreeGulliver LLC
Louisiana
$168M +$22.1M +15% 6.41% 96 23.96%
HFS
5937
Horizon Financial Services
North Carolina
$168M +$10.1M +6% 5.15% 39.5% 287 13.24%
ACM
5938
Absolute Capital Management
Pennsylvania
$168M +$2.98M +2% 4.97% 91% 121 24.79%
TFG
5939
Team Financial Group
California
$168M +$12.5M +8% 5.47% 42.4% 36 8.33%
FBC
5940
Fairfield, Bush & Co
Connecticut
$168M +$1.25M +0.7% 3.89% 112% 119 13.45%
TF
5941
Threadgill Financial
Texas
$168M -$45.2M -21% 7.38% 49.3% 55 25.45%
WPEP
5942
Walnut Private Equity Partners
Nebraska
$168M +$10.6M +7% 10.2% 60.6% 16 12.5%
PD
5943
Planning Directions
Pennsylvania
$168M +$21.1M +14% 6.89% 46.3% 84 19.05%
WFP
5944
Wrenne Financial Planning
Kentucky
$168M +$22.8M +16% 7.59% 46 13.04%
EFMH
5945
E Fund Management (HK)
Hong Kong
$168M +$4.61M +3% 10% 163% 176 25%
BWA
5946
BCU Wealth Advisors
Illinois
$168M +$32.3M +24% 6.02% 53 13.21%
PC
5947
Pelham Capital
United Kingdom
$168M +$1.07M +0.6% 9.15% 135% 13 38.46%
APC
5948
Alpine Peaks Capital
New York
$167M +$4.57M +3% 3.13% 24.3% 25 8%
CFAM
5949
Center For Asset Management
Florida
$167M +$16.2M +11% 5.07% 60.7% 130 13.85%
ACM
5950
Alcosta Capital Management
California
$167M +$5.01M +3% 3.77% 175% 28 3.57%