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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
PWCM
7051
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 11.6% 35 5.71%
ACP
7052
Argyle Capital Partners
California
$139M +$18.1M +15% 6.8% 168 12.5%
GC
7053
Gratia Capital
California
$139M +$36.9M +36% 22.9% 42.4% 36 33.33%
GFA
7054
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 5.01% 86 5.81%
PSC
7055
Piper Sandler & Co
Minnesota
$139M +$9.67M +7% 0.13% 0.04% 24 8.33%
TPW
7056
Turn8 Private Wealth
$139M +$842K +0.6% 10.2% 48 16.67%
RSWA
7057
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 7.04% 96 12.5%
HTWM
7058
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 6.23% 54 9.26%
OIM
7059
Oder Investment Management
California
$139M +$6.89M +5% 10.3% 97.5% 101 6.93%
AGFVA
7060
Accel Growth Fund V Associates
California
$139M +$31.2M +29% 33.4% 1.17% 2 0%
SAM
7061
Steinberg Asset Management
New York
$139M +$5.02M +4% 5.1% 130% 39 5.13%
WCM
7062
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 4.2% 140 10.71%
SF
7063
Seek First
California
$139M +$15.6M +13% 12.1% 59 6.78%
IAG
7064
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 6.14% 106 8.49%
TPCM
7065
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 3.09% 74.3% 55 21.82%
MPEM
7066
Marathon Partners Equity Management
New York
$139M +$23.9M +21% 8.77% 21 28.57%
MC
7067
Medici Capital
California
$139M +$35.2M +34% 28.1% 127% 38 47.37%
VF
7068
Visa Foundation
California
$139M +$10.3M +8% 8.03% 48.5% 1 0%
PHIC
7069
Pine Haven Investment Counsel
Massachusetts
$138M +$11.2M +9% 7.15% 72.1% 119 8.4%
CL
7070
CVFG LLC
Indiana
$138M +$12.4M +10% 7.9% 101 5.94%
DC
7071
Dahring Cusmano
Michigan
$138M +$10.1M +8% 6.67% 62 25.81%
FC
7072
Farley Capital
New York
$138M +$11M +9% 15.5% 105% 18 11.11%
API
7073
Asset Planning Inc
California
$138M +$5.51M +4% 4.17% 295 2.37%
BM
7074
Bislett Management
California
$138M -$8.07M -6% 1.91% 19.8% 16 6.25%
GCM
7075
Generation Capital Management
New York
$138M +$11.7M +9% 8% 86 18.6%