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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 Avg Time
Held (Qtrs)
GP
6326
GLR Partners
Maryland
$215M +$31.5M +17% 15.5% – 118 20.34% 0.8
COA
6327
Crown Oak Advisors
California
$215M +$15.4M +8% 6.67% – 24 8.33% 9.1
PWM
6328
Peterson Wealth Management
Nevada
$215M +$42.1M +24% 11.5% 78% 202 26.24% 3.1
RWM
6329
Riverchase Wealth Management
Texas
$215M +$22.7M +12% 8.42% – 81 12.35% 4.5
NC
6330
Nipun Capital
California
$215M +$12.4M +6% 5.89% 30.2% 10 40% 6.4
LF
6331
LifeSteps Financial
California
$215M +$56.6M +36% 17.5% 88% 793 87.77% 2.1
SFG
6332
Sowa Financial Group
Rhode Island
$215M +$12.7M +6% 9.53% 77.7% 31 9.68% 14.3
SWMP
6333
Signature Wealth Management Partners
New Jersey
$214M +$15.1M +8% 16.1% 80.4% 128 14.06% 13.2
PIMC
6334
Praesidium Investment Management Company
New York
$214M -$204M -49% 22.2% 79% 12 0% 12.5
VCS
6335
Vaughan & Co Securities
New Jersey
$214M +$21.8M +11% 15.3% 65.6% 63 11.11% 17.3
PWMG
6336
Pinnacle Wealth Management Group
Michigan
$214M +$10.6M +5% 6.93% 55.7% 130 9.23% 10
KCM
6337
Knoll Capital Management
Florida
$214M +$34.1M +19% 2.82% 258% 38 5.26% 9.8
BCA
6338
Bayshore Capital Advisors
Florida
$214M -$22.8M -10% 17.7% – 47 23.4% 1.5
KA
6339
Kearns & Associates
California
$214M +$28.3M +15% 14.3% 78.7% 42 7.14% 12.8
HIW
6340
Holos Integrated Wealth
Pennsylvania
$214M +$16.5M +8% 7.4% – 424 13.92% 4.7
FVIM
6341
Fort Vancouver Investment Management
Washington
$214M +$17.2M +9% 10% – 62 4.84% 5.6
SCGM
6342
Starwood Capital Group Management
Florida
$214M +$26.3M +14% 14.2% 16.2% 6 0% 6.5
SP
6343
Successful Portfolios
Florida
$214M +$32.7M +18% 22.8% 110% 200 6.5% 19.3
BWS
6344
Broadway Wealth Solutions
Texas
$214M +$20.7M +11% 9.62% – 105 21.9% 4.7
MSWM
6345
Mader & Shannon Wealth Management
Missouri
$214M -$2.01M -0.9% 0.06% 53.1% 21 4.76% 12.8
EFS
6346
Econ Financial Services
Pennsylvania
$214M -$1.36M -0.6% 5.29% 16.9% 100 54% 3.4
CIA
6347
Cladis Investment Advisory
Montana
$214M +$32.2M +18% 24.4% 131% 177 12.43% 10.5
EFIC
6348
Eliot Finkel Investment Counsel
California
$214M +$30.1M +16% 24.8% 88.9% 34 8.82% 23.3
BC
6349
Birchview Capital
Vermont
$214M +$38.2M +22% 47.9% 327% 87 33.33% 9.1
TCM
6350
Tassel Capital Management
North Carolina
$214M +$29.6M +16% 8.4% – 45 17.78% 4