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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
SVBP
7601
Strategic Value Bank Partners
Ohio
$143M -$43.3M -23% 11.1% 98.1% 15 40%
WKSWA
7602
White Knight Strategic Wealth Advisors
New Jersey
$143M +$24.1M +20% 16.1% 111% 95 21.05%
LF
7603
LifePlan Financial
Minnesota
$143M +$7.45M +6% 11.7% 92 13.04%
GCG
7604
Gilbert Capital Group
Maine
$143M +$13.3M +10% 14.5% 63 30.16%
GPCM
7605
Guardsman Private Capital Management
Florida
$143M +$14.7M +11% 11.4% 44 4.55%
TCPW
7606
Twin City Private Wealth
North Carolina
$143M +$10.8M +8% 9.23% 106 11.32%
OF
7607
Outfitter Financial
Maine
$143M +$13.4M +10% 19.5% 95.9% 85 11.76%
EIM
7608
Emmett Investment Management
New York
$143M +$11.8M +9% 18.5% 35 51.43%
RBC
7609
Rye Brook Capital
Connecticut
$143M +$34.2M +31% 13.7% 67.3% 44 45.45%
CCM
7610
Clearfield Capital Management
New York
$143M -$45.3M -24% 94.7% 421% 18 77.78%
PWM
7611
Peak Wealth Management
New Hampshire
$143M +$20.6M +17% 15.2% 61 14.75%
SG
7612
Somerset Group
Minnesota
$142M +$7.82M +6% 16.2% 84.6% 59 1.69%
VAM
7613
Virtue Asset Management
Illinois
$142M +$16.9M +13% 15.4% 118 18.64%
SAM
7614
Seelaus Asset Management
New Jersey
$142M +$3.71M +3% 24% 122% 239 29.71%
GCM
7615
Gunpowder Capital Management
Maryland
$142M +$10.5M +8% 9.38% 428 9.35%
GWM
7616
Greenhouse Wealth Management
Connecticut
$142M -$19.4M -12% 16% 78.8% 60 18.33%
RIA
7617
Richwood Investment Advisors
Ohio
$142M +$12.4M +10% 14.4% 66% 109 12.84%
BCG
7618
Barington Capital Group
New York
$142M +$19.1M +15% 18.4% 71.1% 10 30%
KC
7619
KHIS Custodian
Texas
$142M -$174M -55% 37.6% 1 0%
LAS
7620
Legacy Advisory Services
Pennsylvania
$142M +$11.1M +8% 9.38% 57 19.3%
MWM
7621
MY Wealth Management
Maryland
$142M +$38.7M +37% 12.9% 36.1% 50 56%
AF
7622
ASL Financial
California
$142M +$16.8M +13% 13.4% 100 10%
HA
7623
Hallstatt Advisors
New York
$142M +$15.5M +12% 15.4% 17 35.29%
CCM
7624
Connective Capital Management
California
$142M +$20.8M +17% 37.1% 188% 96 58.33%
KFG
7625
Kropog Financial Group
Louisiana
$142M +$18.8M +15% 15.1% 41 24.39%