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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
PB
7401
Prosperity Bancshares
Texas
$125M +$13.9M +13% 0.56% 429 11.19%
BWLSA
7402
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 0.23% 243% 11 27.27%
AFA
7403
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 2.49% 81 4.94%
KLCMU
7404
Kite Lake Capital Management (UK)
United Kingdom
$125M +$65M +109% 11.6% 267% 10 70%
SWA
7405
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 0.53% 273 6.96%
WOSD
7406
WFA of San Diego
California
$125M -$12M -9% 0.63% 425 10.59%
MSK
7407
Melissa S. Kampmann
$125M -$10.6M -8% 3.22% 70.4% 43 4.65%
CNTOF
7408
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 2.31% 139 29.5%
PWP
7409
Ponta Wealth Partners
Florida
$124M +$17.1M +16% 1.76% 144 24.31%
SGFG
7410
Silver Grove Financial Group
New York
$124M +$8.89M +8% 1.2% 524 75.76%
SJGA
7411
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 1.76% 54 11.11%
CPWL
7412
Coquina Private Wealth LLC
Florida
$124M -$436K -0.3% 2.57% 100 14%
FPC
7413
Flax Pond Capital
Massachusetts
$124M -$10.2M -8% 1.78% 66 28.79%
KC
7414
Katamaran Capital
United Kingdom
$124M -$7.86M -6% 0.12% 45 57.78%
CBCM
7415
Cook & Bynum Capital Management
Alabama
$124M +$4.53M +4% 4.47% 39.2% 6 0%
TWA
7416
Talisman Wealth Advisors
New Jersey
$124M -$4.38M -3% 0.6% 61.5% 122 22.95%
ODE
7417
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 10.3% 76 50%
NFP
7418
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 0.95% 48.7% 41 0%
CRW
7419
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 2.27% 38 44.74%
WFA
7420
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 0.33% 129 11.63%
EWP
7421
E-Wealth Partners
Minnesota
$124M +$4.79M +4% 1.21% 60 11.67%
MP
7422
Marcho Partners
United Kingdom
$124M -$40.9M -25% 12% 112% 7 28.57%
ABG
7423
Ally Bridge Group
New York
$124M +$27.8M +29% 23.1% 942% 32 59.38%
VWM
7424
Vigil Wealth Management
Florida
$124M +$3.46M +3% 0.89% 80 10%
FLFS
7425
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 3.92% 54 20.37%