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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
KA
6601
Keene & Associates
Texas
$123M -$11.3M -8% 0.38% 20.3% 85 15.29%
SFG
6602
Seamount Financial Group
Colorado
$123M +$8.5M +7% 4.06% 88 4.55%
UL
6603
Unionview LLC
Washington
$122M +$1.6M +1% 2.27% 21.2% 92 2.17%
YEPX
6604
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 19.9% 105% 4 25%
NJIM
6605
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 3.67% 84 25%
TCM
6606
TCG Capital Management
California
$122M +$44.1M +56% 56.4% 45.7% 1 0%
HFS
6607
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 1.73% 55 12.73%
SWA
6608
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 2.16% 46.4% 17 11.76%
TCM
6609
Tao Capital Management
California
$122M +$16.4M +16% 19.2% 314% 10 0%
VWMG
6610
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 0.38% 42.1% 56 14.29%
BICM
6611
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 2.77% 12 16.67%
CPIM
6612
Coalescence Partners Investment Management
New York
$122M -$4.69M -4% 0.04% 19 63.16%
DSCM
6613
Del-Sette Capital Management
New York
$122M +$83K +0.1% 2.79% 108% 49 42.86%
KA
6614
Kure Advisory
Minnesota
$122M +$4.77M +4% 1.12% 39 10.26%
CPA
6615
Clear Point Advisors
New York
$122M +$159K +0.1% 2.4% 606 10.89%
PI
6616
Pelion Inc
Utah
$122M -$34.5M -22% 21.8% 16.9% 4 0%
AWM
6617
Able Wealth Management
New Jersey
$121M +$6.86M +6% 2.29% 92 18.48%
MAG
6618
M3 Advisory Group
Massachusetts
$121M +$11.1M +10% 4.61% 146 20.55%
HB
6619
Hauser Brothers
Germany
$121M -$14.8M -11% 10.1% 10 0%
GRA
6620
Golden Road Advisors
Florida
$121M +$890K +0.7% 3.82% 39 12.82%
FHC
6621
Forest Hill Capital
Arkansas
$121M +$5.06M +4% 2.96% 112% 40 7.5%
LF
6622
LifeSteps Financial
California
$121M -$11.4M -9% 5.6% 88% 442 81.9%
PWSG
6623
Pacific Wealth Strategies Group
California
$121M +$1.24M +1% 4.56% 75.5% 49 2.04%
4WM
6624
4J Wealth Management
Virginia
$121M +$5.1M +4% 4.36% 68.2% 90 7.78%
CI
6625
CPR Investments
Michigan
$121M -$10.5M -8% 3.78% 79.3% 59 47.46%