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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
ACP
7051
Argyle Capital Partners
California
$139M +$18.1M +15% 6.8% 168 12.5%
GC
7052
Gratia Capital
California
$139M +$36.9M +36% 22.9% 42.4% 36 33.33%
GFA
7053
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 5.01% 86 5.81%
PSC
7054
Piper Sandler & Co
Minnesota
$139M +$9.67M +7% 0.13% 0.04% 24 8.33%
TPW
7055
Turn8 Private Wealth
$139M +$842K +0.6% 10.2% 48 16.67%
RSWA
7056
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 7.04% 96 12.5%
HTWM
7057
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 6.23% 54 9.26%
OIM
7058
Oder Investment Management
California
$139M +$6.89M +5% 10.3% 97.5% 101 6.93%
AGFVA
7059
Accel Growth Fund V Associates
California
$139M +$31.2M +29% 33.4% 1.17% 2 0%
SAM
7060
Steinberg Asset Management
New York
$139M +$5.02M +4% 5.1% 130% 39 5.13%
WCM
7061
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 4.2% 140 10.71%
SF
7062
Seek First
California
$139M +$15.6M +13% 12.1% 59 6.78%
IAG
7063
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 6.14% 106 8.49%
TPCM
7064
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 3.09% 74.3% 55 21.82%
MPEM
7065
Marathon Partners Equity Management
New York
$139M +$23.9M +21% 8.77% 21 28.57%
MC
7066
Medici Capital
California
$139M +$35.2M +34% 28.1% 127% 38 47.37%
VF
7067
Visa Foundation
California
$139M +$10.3M +8% 8.03% 48.5% 1 0%
PHIC
7068
Pine Haven Investment Counsel
Massachusetts
$138M +$11.2M +9% 7.15% 72.1% 119 8.4%
CL
7069
CVFG LLC
Indiana
$138M +$12.4M +10% 7.9% 101 5.94%
DC
7070
Dahring Cusmano
Michigan
$138M +$10.1M +8% 6.67% 62 25.81%
FC
7071
Farley Capital
New York
$138M +$11M +9% 15.5% 105% 18 11.11%
API
7072
Asset Planning Inc
California
$138M +$5.51M +4% 4.17% 295 2.37%
BM
7073
Bislett Management
California
$138M -$8.07M -6% 1.91% 19.8% 16 6.25%
GCM
7074
Generation Capital Management
New York
$138M +$11.7M +9% 8% 86 18.6%
SFP
7075
SwitchPoint Financial Planning
Utah
$138M +$16.1M +13% 7.44% 61 3.28%