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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
PFS
6401
Prospect Financial Services
New York
$174M +$13.5M +8% 9.28% 112 17.86%
TFG
6402
Taylor Financial Group
Virginia
$174M +$13.6M +8% 8.89% 107 4.67%
BAM
6403
Bastion Asset Management
Canada
$174M -$39.8M -19% 7.37% 85 80%
GCA
6404
Gallagher Capital Advisors
Texas
$174M +$49.9M +40% 7.21% 73 24.66%
AFS
6405
AFG Fiduciary Services
Massachusetts
$174M +$17.2M +11% 5.65% 61.9% 98 18.37%
VWMG
6406
Virginia Wealth Management Group
Virginia
$174M +$9.07M +6% 3.66% 42.1% 55 10.91%
SG
6407
Straightline Group
Michigan
$174M +$13.2M +8% 2.93% 14 14.29%
LAMC
6408
Longview Asset Management (California)
California
$173M +$13.9M +9% 3.96% 143 13.99%
SH
6409
SeaTown Holdings
Singapore
$173M +$3.59M +2% 9.08% 220% 22 36.36%
FWA
6410
FSC Wealth Advisors
New York
$173M +$14.8M +9% 6.13% 34.3% 77 10.39%
LDNAM
6411
Lepercq De Neuflize Asset Management
New York
$173M +$21.7M +14% 6.44% 13 53.85%
GC
6412
GatePass Capital
Ohio
$173M +$22.4M +15% 9.32% 159 29.56%
PVAMC
6413
PPS&V Asset Management Consultants
Michigan
$173M +$14.6M +9% 8.47% 71.1% 43 4.65%
LTL
6414
Lowery Thomas LLC
California
$173M +$17M +11% 7.85% 74.7% 55 3.64%
PBPIA
6415
Pivotal bioVenture Partners Investment Advisor
California
$173M +$11.6M +7% 28.3% 667% 13 30.77%
TFP
6416
Tilia Fiduciary Partners
North Carolina
$173M +$9.08M +6% 6.63% 90.5% 121 10.74%
SPI
6417
Strategic Planning Inc
Ohio
$173M +$5.82M +3% 6.99% 61 27.87%
GRA
6418
Golden Road Advisors
Florida
$173M +$22.4M +15% 8.56% 53 22.64%
GA
6419
GraniteShares Advisors
New York
$173M +$10.1M +6% 0.99% 86.2% 91 0%
FD
6420
Financial Designs
California
$173M +$9.59M +6% 5.59% 42.1% 35 37.14%
PCC
6421
Perry Creek Capital
New York
$173M -$14.3M -8% 10.5% 51.2% 12 8.33%
MWP
6422
Meriwether Wealth & Planning
Louisiana
$173M +$13M +8% 6.35% 132 7.58%
SFP
6423
Strategic Financial Planning
Texas
$173M +$12M +7% 6.76% 47.5% 38 0%
AZ
6424
Alpha Zero
Florida
$173M +$19M +12% 6.36% 66 12.12%
VPWA
6425
Vestia Personal Wealth Advisors
Indiana
$173M +$26.6M +18% 6.95% 105 10.48%