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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
AW
6751
Affinity Wealth
Ohio
$186M +$29.5M +19% 13.3% 28 14.29%
SPF
6752
South Plains Financial
Texas
$186M +$14.2M +8% 15% 228 10.09%
OCA
6753
Optimus Capital Advisors
Texas
$186M +$17.1M +10% 7.92% 43 23.26%
CRFG
6754
Columbia River Financial Group
Washington
$186M +$13.9M +8% 8.26% 59 3.39%
MBWA
6755
Marin Bay Wealth Advisors
California
$186M +$19.8M +12% 18.6% 141 18.44%
PCU
6756
Palliser Capital (UK)
United Kingdom
$186M +$57.2M +44% 2.04% 57% 24 83.33%
TT
6757
TI-Trust
Illinois
$186M +$17.8M +11% 21.3% 85.8% 134 5.97%
GPI
6758
General Partner Inc
Pennsylvania
$186M +$21.7M +13% 13.2% 74% 169 3.55%
TFA
6759
Tranquilli Financial Advisor
New Jersey
$186M +$14.6M +9% 8.82% 55.1% 150 22%
LOIP
6760
Live Oak Investment Partners
Texas
$186M +$16.4M +10% 8.83% 99 12.12%
FWM
6761
Fingerlakes Wealth Management
New York
$186M +$35M +23% 20.7% 80.2% 105 11.43%
OFM
6762
Omega Fund Management
Massachusetts
$186M +$22.5M +14% 31.5% 106% 11 18.18%
LBC
6763
Leigh Baldwin & Co
New York
$186M +$31.2M +20% 23.9% 184 12.5%
GWCM
6764
Godshalk Welsh Capital Management
Pennsylvania
$186M +$13.1M +8% 9.36% 61.1% 139 8.63%
NCM
6765
Northland Capital Management
Minnesota
$186M +$2.64M +1% 6.9% 36.1% 32 9.38%
MWM
6766
Melfa Wealth Management
Massachusetts
$185M +$11.3M +7% 10.1% 42.9% 202 6.44%
SMP
6767
Santa Monica Partners
Florida
$185M +$6.25M +3% 8.25% 135% 13 0%
ABC
6768
Anchor Bay Capital
California
$185M 9.21% 341
PVAMC
6769
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 71.1% 43 13.95%
WF
6770
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% 98 18.37%
IFS
6771
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% 39 25.64%
AAA
6772
American Alpha Advisors
New York
$185M -$3.04M -2% 14.7% 103 14.56%
BAM
6773
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 116% 638 18.97%
WPEP
6774
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 60.6% 15 6.67%
CPA
6775
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% 36 25%