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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
TAP
6026
Tounjian Advisory Partners
Florida
$234M -$43.1M -16% 9.48% 796 80.53%
OW
6027
Olistico Wealth
Oklahoma
$234M +$30.8M +15% 17.7% 95.8% 346 4.91%
FFA
6028
Fortune Financial Advisors
Kansas
$234M +$37.5M +19% 19.4% 76.8% 165 11.52%
AFWM
6029
Arta Finance Wealth Management
California
$234M +$31.2M +15% 13.2% 110 18.18%
SCM
6030
Sterneck Capital Management
Missouri
$233M +$10.7M +5% 10.9% 61.5% 121 19.01%
MDCM
6031
Morgan Dempsey Capital Management
Wisconsin
$233M +$13.6M +6% 5.15% 52.1% 154 24.68%
MFG
6032
MTM Financial Group
Pennsylvania
$233M +$20.3M +10% 8.78% 36.5% 99 14.14%
LAM
6033
LECAP Asset Management
United Kingdom
$233M -$32.7M -12% 12.4% 398 69.1%
SICM
6034
Sustainable Insight Capital Management
New York
$233M -$64.6M -22% 34.8% 150% 106 45.28%
BWM
6035
Braeburn Wealth Management
Michigan
$233M +$58M +33% 35.1% 111 34.23%
II
6036
Ironclad Investments
Florida
$233M +$29M +14% 14.8% 3 0%
TA
6037
TRB Advisors
New York
$233M +$87M +60% 27.8% 64% 8 62.5%
BS
6038
Brighton Securities
New York
$233M +$25.2M +12% 9.98% 54 20.37%
DKCM
6039
Davidson Kahn Capital Management
California
$233M +$45.2M +24% 14.3% 73 16.44%
MCF
6040
MKA Charitable Fund
California
$233M +$8.39M +4% 13.3% 1 0%
TPBG
6041
Turning Point Benefit Group
Maryland
$232M +$75.5M +48% 5.94% 115 22.61%
LFA
6042
Lauterbach Financial Advisors
Texas
$232M +$27.7M +14% 12.4% 71.2% 87 9.2%
PC
6043
Panoramic Capital
California
$232M +$90M +63% 87.2% 56 55.36%
CHA
6044
Cooper/Haims Advisors
New York
$232M +$19.9M +9% 12.3% 53.1% 125 24.8%
2
6045
2Xideas
Switzerland
$232M -$22.9M -9% 12.6% 40.6% 49 6.12%
TGV
6046
TRV GP VI
Massachusetts
$232M +$96.7M +71% 32.8% 4 25%
EMB
6047
Elefante Mark B
$232M +$50.4M +28% 27.4% 62 9.68%
SP
6048
ShawSpring Partners
Massachusetts
$232M -$35.5M -13% 9.18% 3.53% 14 35.71%
LC
6049
Lavelle Capital
California
$232M +$70.9M +44% 10.4% 84 25%
AGC
6050
ARP Global Capital
$232M +$61.7M +36% 41.7% 36 77.78%