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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
AF
7601
ASL Financial
California
$125M -$2.12M -2% 1.38% 96 7.29%
CWM
7602
Challenger Wealth Management
California
$125M -$5.94M -5% 0.33% 63 7.94%
COFSG
7603
Carbahal Olsen Financial Services Group
California
$125M -$5.16M -4% 2.93% 44 20.45%
FB
7604
Finward Bancorp
Indiana
$125M -$3.69M -3% 1.64% 107 5.61%
PAM
7605
PCG Asset Management
New Jersey
$125M -$317K -0.3% 1.62% 80 5%
FA
7606
Freestate Advisors
Kansas
$125M +$2.01M +2% 0.27% 44 11.36%
WI
7607
Whitebark Investors
Nevada
$125M -$40.9M -25% 27.1% 9 0%
PAWC
7608
P.A.W. Capital
Connecticut
$125M +$79M +172% 3.82% 54.6% 66 71.21%
SWM
7609
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 1.33% 39 2.56%
BFG
7610
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 1.37% 36 25%
CDWM
7611
Campbell Deegan Wealth Management
Virginia
$125M +$1.06M +0.9% 2.34% 56 23.21%
ACM
7612
Appalachian Capital Management
Ohio
$125M +$99.6K +0.1% 1.7% 47 14.89%
SWM
7613
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 0.39% 102 11.76%
RWJF
7614
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 1.77% 4.83% 2 0%
PB
7615
Prosperity Bancshares
Texas
$125M +$13.9M +13% 0.56% 429 11.19%
BWLSA
7616
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 0.23% 503% 11 27.27%
AFA
7617
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 2.49% 81 4.94%
KLCMU
7618
Kite Lake Capital Management (UK)
United Kingdom
$125M +$65M +109% 11.6% 337% 10 70%
SWA
7619
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 0.53% 273 6.96%
WOSD
7620
WFA of San Diego
California
$125M -$12M -9% 0.63% 425 10.59%
MSK
7621
Melissa S. Kampmann
$125M -$10.6M -8% 3.22% 70.4% 43 4.65%
CNTOF
7622
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 2.31% 139 29.5%
PWP
7623
Ponta Wealth Partners
Florida
$124M +$17.1M +16% 1.76% 144 24.31%
SGFG
7624
Silver Grove Financial Group
New York
$124M +$8.89M +8% 1.2% 524 75.76%
SJGA
7625
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 1.76% 54 11.11%