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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
FB
7201
Finward Bancorp
Indiana
$132M +$5M +4% 8.8% 109 10.09%
CMU
7202
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 13.1% 61.6% 5 0%
AW
7203
Affinity Wealth
Ohio
$132M +$14.1M +12% 7.65% 84 52.38%
IVMX
7204
Institutional Venture Management XV
California
$131M -$111M -46% 8.8% 116% 4 25%
PWM
7205
PMG Wealth Management
Illinois
$131M +$10.1M +8% 6.09% 55 3.64%
TCM
7206
TT Capital Management
California
$131M +$7.55M +6% 0.98% 77 22.08%
PBRA
7207
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 9.47% 2 50%
HC
7208
Hoese & Co
Minnesota
$131M +$6.85M +6% 4.86% 46.3% 154 18.83%
SWP
7209
SIMA Wealth Partners
Virginia
$131M +$6.89M +6% 5.51% 183 26.23%
KCM
7210
Kids Capital Management
California
$131M +$8.7M +7% 7.25% 13 7.69%
FLFS
7211
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 4.08% 292 28.08%
KCM
7212
Kennondale Capital Management
Virginia
$131M +$32.6M +33% 17.2% 84 4.76%
HAM
7213
Hedges Asset Management
Nevada
$131M +$6.08M +5% 11.6% 110 15.45%
PAYA
7214
Phil A. Younker & Associates
Alaska
$131M +$29.1M +29% 3.9% 34 17.65%
FFG
7215
Fortress Financial Group
Minnesota
$130M +$12.4M +10% 7.72% 86 13.95%
MCM
7216
Magnolia Capital Management
New York
$130M +$5.18M +4% 8.72% 77.6% 75 6.67%
WH
7217
Willner & Heller
California
$130M +$11.5M +10% 9.87% 167 13.17%
BF
7218
Bonfire Financial
Colorado
$130M +$8.28M +7% 5.71% 56 5.36%
NMCM
7219
Nicholson Meyer Capital Management
Missouri
$130M +$12M +10% 8.21% 47 10.64%
TCGDR
7220
TB Capital Gestao de Recursos
$130M +$14.8M +13% 6.84% 18 5.56%
WN
7221
Williams & Novak
California
$130M +$12.4M +11% 7.04% 156 24.36%
TCCP
7222
Tide Cove Capital Partners
California
$130M +$3.65M +3% 5.34% 11 9.09%
CWMA
7223
Capstone Wealth Management (Alabama)
Alabama
$130M +$15.8M +14% 8.24% 51 7.84%
PW
7224
PUREfi Wealth
Massachusetts
$130M +$4.84M +4% 7.31% 174 15.52%
PWM
7225
Partnership Wealth Management
Maryland
$130M +$6.32M +5% 5.07% 73 9.59%