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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
KCPT
6426
Kingstone Capital Partners Texas
Texas
$172M +$19.2M +13% 12.7% 59 8.47%
FF
6427
Farrow Financial
Vermont
$172M +$7.5M +5% 7.44% 54 7.41%
WFL
6428
Wealth Forward LLC
North Dakota
$172M +$23.4M +16% 6.33% 44 25%
DWM
6429
Defined Wealth Management
Oregon
$172M +$10.6M +7% 7.52% 70.3% 110 7.27%
BIA
6430
Benchmark Investment Advisors
Illinois
$172M 17.9% 78
EC
6431
EJF Capital
Virginia
$172M +$46.5M +37% 6.58% 127% 82 24.39%
1GI
6432
180 GPS Investments
$172M 14.4% 16
OWA
6433
Oak Wealth Advisors
Illinois
$172M +$16.2M +10% 7.25% 59 3.39%
SL
6434
SFM LLC
New Hampshire
$172M +$16.1M +10% 6.87% 62 8.06%
JGGDR
6435
JGP Global Gestao de Recursos
Brazil
$172M -$32.4M -16% 28.1% 206% 47 31.91%
MPM
6436
Mountaineer Partners Management
New York
$172M +$20.6M +14% 16.8% 158% 18 11.11%
WPA
6437
Wealth Preservation Advisors
Tennessee
$172M +$9.67M +6% 11.7% 625 11.84%
HCM
6438
Hillman Capital Management
Maryland
$172M -$11.4M -6% 3.59% 20.2% 55 12.73%
TFM
6439
Trademark Financial Management
Minnesota
$172M +$8.26M +5% 6.24% 96 10.42%
SIM
6440
SummerHaven Investment Management
Connecticut
$172M +$18.9M +12% 13.5% 143% 296 69.26%
PFA
6441
Petra Financial Advisors
Colorado
$172M +$14.1M +9% 9.4% 129% 148 10.14%
JCM
6442
JS Capital Management
New York
$172M +$62.6M +57% 57.4% 52.4% 1 0%
LAS
6443
LWM Advisory Services
Florida
$172M +$26.6M +18% 7.25% 64.9% 98 13.27%
PPA
6444
Pacific Point Advisors
California
$171M -$13M -7% 13.4% 131 18.32%
FOFP
6445
Fee-Only Financial Planning
South Carolina
$171M +$9.87M +6% 7.21% 65.9% 43 6.98%
MM
6446
MQS Management
New York
$171M -$9.99M -6% 0.95% 6.42% 697 78.62%
SP
6447
Successful Portfolios
Florida
$171M +$8.69M +5% 7.78% 101% 181 9.94%
EWM
6448
Echo Wealth Management
Minnesota
$171M +$8.18M +5% 5.09% 41% 46 2.17%
WWM
6449
Whalen Wealth Management
Nevada
$171M +$11.8M +7% 5.71% 277 64.98%
WA
6450
WESPAC Advisors
California
$171M +$28.1M +20% 7.77% 112% 208 32.69%