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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
GP
6301
GLR Partners
Maryland
$215M +$31.5M +17% 15.5% 118 20.34%
COA
6302
Crown Oak Advisors
California
$215M +$15.4M +8% 6.67% 24 8.33%
PWM
6303
Peterson Wealth Management
Nevada
$215M +$42.1M +24% 11.5% 78% 202 26.24%
RWM
6304
Riverchase Wealth Management
Texas
$215M +$22.7M +12% 8.42% 81 12.35%
NC
6305
Nipun Capital
California
$215M +$12.4M +6% 5.89% 10 40%
LF
6306
LifeSteps Financial
California
$215M +$56.6M +36% 17.5% 88% 793 87.77%
SFG
6307
Sowa Financial Group
Rhode Island
$215M +$12.7M +6% 9.53% 77.7% 31 9.68%
SWMP
6308
Signature Wealth Management Partners
New Jersey
$214M +$15.1M +8% 16.1% 80.4% 128 14.06%
PIMC
6309
Praesidium Investment Management Company
New York
$214M -$204M -49% 22.2% 79% 12 0%
VCS
6310
Vaughan & Co Securities
New Jersey
$214M +$21.8M +11% 15.3% 65.6% 63 11.11%
PWMG
6311
Pinnacle Wealth Management Group
Michigan
$214M +$10.6M +5% 6.93% 55.7% 130 9.23%
BCA
6312
Bayshore Capital Advisors
Florida
$214M -$22.8M -10% 17.7% 47 23.4%
KA
6313
Kearns & Associates
California
$214M +$28.3M +15% 14.3% 69.4% 42 7.14%
HIW
6314
Holos Integrated Wealth
Pennsylvania
$214M +$16.5M +8% 7.4% 424 13.92%
FVIM
6315
Fort Vancouver Investment Management
Washington
$214M +$17.2M +9% 10% 62 4.84%
SCGM
6316
Starwood Capital Group Management
Florida
$214M +$26.3M +14% 14.2% 16.2% 6 0%
SP
6317
Successful Portfolios
Florida
$214M +$32.7M +18% 22.8% 101% 200 6.5%
BWS
6318
Broadway Wealth Solutions
Texas
$214M +$20.7M +11% 9.62% 105 21.9%
MSWM
6319
Mader & Shannon Wealth Management
Missouri
$214M -$2.01M -0.9% 0.06% 53.1% 21 4.76%
EFS
6320
Econ Financial Services
Pennsylvania
$214M -$1.36M -0.6% 5.29% 16.9% 100 54%
CIA
6321
Cladis Investment Advisory
Montana
$214M +$32.2M +18% 24.4% 131% 177 12.43%
EFIC
6322
Eliot Finkel Investment Counsel
California
$214M +$30.1M +16% 24.8% 88.9% 34 8.82%
BC
6323
Birchview Capital
Vermont
$214M +$38.2M +22% 47.9% 327% 87 33.33%
TCM
6324
Tassel Capital Management
North Carolina
$214M +$29.6M +16% 8.4% 45 17.78%
TFCM
6325
Taylor Frigon Capital Management
Arizona
$214M +$37.9M +22% 39.5% 131% 95 4.21%