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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
YWM
6001
Yoder Wealth Management
California
$142M +$20.5M +17% 11.2% 58.9% 98 22.45%
GP
6002
Gridiron Partners
Pennsylvania
$142M 8.56% 63
CCP
6003
Camelot Capital Partners
California
$142M 26.7% 3
TFA
6004
Tranquilli Financial Advisor
New Jersey
$142M +$3.15M +2% 7.07% 55.1% 111 25.23%
TWP
6005
Tower Wealth Partners
Pennsylvania
$142M +$19.9M +16% 7.65% 53.7% 60 25%
BB
6006
Burford Brothers
Texas
$141M 9.51% 150
PCM
6007
Palouse Capital Management
Washington
$141M +$6.72M +5% 11.2% 67.8% 74 10.81%
RMSCM
6008
R.M. Sincerbeaux Capital Management
New York
$141M +$10.3M +8% 10.8% 76.4% 42 4.76%
GGA
6009
Granite Group Advisors
Connecticut
$141M 12.2% 93
AFO
6010
Arrowroot Family Office
California
$141M +$14.4M +11% 9.84% 128 15.63%
LWP
6011
Laurel Wealth Planning
Minnesota
$141M +$12.8M +10% 9.79% 53.1% 54 9.26%
HM
6012
Heronetta Management
New York
$141M +$4.88M +4% 4.76% 59.7% 24 8.33%
KC
6013
Kades & Cheifetz
Pennsylvania
$141M +$14.8M +12% 8.2% 83 14.46%
FCM
6014
Family Capital Management
Michigan
$141M -$10.4M -7% 11.3% 70.5% 86 20.93%
OPWM
6015
Oxinas Partners Wealth Management
Indiana
$141M +$6.48M +5% 10.7% 91.4% 124 12.1%
SWM
6016
Shelton Wealth Management
Texas
$141M +$15.8M +13% 8.39% 88% 111 48.65%
CastleKeep Investment Advisors
6017
CastleKeep Investment Advisors
Connecticut
$141M 10.6% 100
SCA
6018
Southern Capital Advisors
Tennessee
$141M +$20.6M +17% 11.3% 58.2% 73 23.29%
TP
6019
Teca Partners
Texas
$141M +$23M +20% 13.5% 66% 19 26.32%
SWM
6020
Salvus Wealth Management
New Jersey
$141M +$14.3M +11% 13.8% 104% 109 6.42%
NRC
6021
New Republic Capital
North Carolina
$141M +$18M +15% 11.2% 91.4% 240 18.75%
CIA
6022
Cascade Investment Advisors
Oregon
$140M +$14.1M +11% 11.7% 71.4% 114 12.28%
SIM
6023
Strategic Investment Management
Virginia
$140M +$58.8M +72% 5.66% 53.3% 12 16.67%
TWM
6024
TLW Wealth Management
Florida
$140M +$8.79M +7% 9.9% 82.9% 20 10%
SCM
6025
Soros Capital Management
New York
$140M -$98.2M -41% 18.3% 732% 43 46.51%