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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
PIP
6101
PB Investment Partners
California
$117M +$3.07M +3% 10.7% 81.1% 12 16.67%
KFS
6102
Kaizen Financial Strategies
California
$117M +$15.5M +15% 10.4% 116% 122 22.95%
KL
6103
KilterHowling LLC
Colorado
$117M +$14.4M +14% 4.5% 51.3% 54 5.56%
CAM
6104
Costello Asset Management
Pennsylvania
$117M +$19.6M +20% 5.02% 65.9% 221 14.48%
SCA
6105
Sassicaia Capital Advisers
New York
$117M +$1.63M +1% 29.6% 4,519% 56 76.79%
HIA
6106
Harvest Investment Advisors
Florida
$117M +$4.37M +4% 5.66% 78.3% 54 3.7%
DAM
6107
Doheny Asset Management
California
$117M +$5.3M +5% 8.98% 135% 75 6.67%
NED
6108
Nancy E. Dempze
$117M +$6.72M +6% 7.39% 83.1% 65 3.08%
JWM
6109
Jupiter Wealth Management
Colorado
$116M +$7.82M +7% 7.42% 99.2% 72 13.89%
NLVP
6110
New Leaf Venture Partners
New York
$116M -$4.58M -4% 8.17% 17.1% 17 17.65%
BAM
6111
Broadcrest Asset Management
Florida
$116M +$1.32M +1% 4.96% 54.1% 7 14.29%
LC
6112
Lakehouse Capital
Australia
$116M +$3.2M +3% 13.7% 47.2% 13 0%
MSA
6113
McAlister Sweet & Associates
Texas
$116M +$25.3M +28% 7.88% 75.8% 40 35%
SP
6114
Successful Portfolios
Florida
$116M -$43.1M -27% 7.05% 101% 195 24.62%
WSL
6115
Western Standard LLC
California
$116M +$17.5M +18% 7.69% 83.7% 45 66.67%
SW
6116
Signify Wealth
Missouri
$116M +$2.78M +2% 4.37% 36.7% 32 28.13%
HM
6117
Harvest Management
New York
$116M -$16.5M -12% 14.4% 610% 75 70.67%
SC
6118
SkyKnight Capital
California
$116M -$3.43M -3% 2.79% 11% 3 0%
CP
6119
Clayton Partners
California
$116M +$13M +13% 5.65% 109% 38 21.05%
BPFA
6120
Barnes Pettey Financial Advisors
Mississippi
$116M +$11M +10% 11.8% 79.7% 105 6.67%
VF
6121
Vawter Financial
Ohio
$116M +$17M +17% 3.62% 48% 69 18.84%
BFG
6122
Buttonwood Financial Group
Missouri
$115M +$15.3M +15% 5.71% 73.1% 30 40%
SGWM
6123
Sterling Group Wealth Management
California
$115M +$9.51M +9% 5.93% 67.7% 52 3.85%
IFPL
6124
Investments & Financial Planning LLC
Kentucky
$115M +$6.5M +6% 6.15% 63.6% 37 8.11%
CWM
6125
Comprehensive Wealth Management
Washington
$115M -$5.96M -5% 0.76% 36.9% 39 30.77%