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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 Avg Time
Held (Qtrs)
WP
2301
Waycross Partners
Kentucky
$1.17B +$127M +12% 15.9% 87.7% 79 12.66% 10.7
TA
2302
Townsend & Associates
Colorado
$1.17B +$14.3M +1% 5.2% 54.1% 118 5.08% 12.6
ANBT
2303
American National Bank & Trust
Texas
$1.17B +$123M +12% 17.1% 102% 643 6.22% 13.6
KW
2304
KWB Wealth
California
$1.17B +$158M +16% 12.1% 49.1% 185 18.92% 9.7
VFP
2305
Verus Financial Partners
Virginia
$1.17B +$53.9M +5% 8.96% 41.6% 130 9.23% 17
M
2306
MOTCO
Texas
$1.17B +$87.6M +8% 13.9% 63.5% 919 43.53% 15.7
JC
2307
Jacobs & Co
California
$1.17B +$153M +15% 27.4% 105% 137 11.68% 30.7
PHS
2308
PFM Health Sciences
California
$1.17B +$68.7M +6% 32.9% 241% 116 44.83% 4.3
PRS
2309
Pinkerton Retirement Specialists
Idaho
$1.16B +$65.4M +6% 9.9% 82.9% 152 41.45% 17.1
MK
2310
MASTERINVEST Kapitalanlage
$1.16B +$202M +21% 26.6% – 311 9.65% 3.2
HCP
2311
Hiddenite Capital Partners
New York
$1.16B +$783M +206% 42.9% 523% 53 83.02% 0.7
EC
2312
Estate Counselors
Wisconsin
$1.16B +$40.4M +4% 8.81% 60% 122 45.08% 4.1
CCM
2313
Coliseum Capital Management
Connecticut
$1.16B -$57.7M -5% 22% 41.1% 14 28.57% 10.5
FFS
2314
Forge Financial Services
Oklahoma
$1.16B +$174M +18% 16.8% – 37 18.92% 3.7
CIA
2315
Compass Ion Advisors
Pennsylvania
$1.16B +$111M +11% 10.7% 68.9% 305 11.15% 9.9
SMM
2316
Stadion Money Management
Georgia
$1.16B +$166M +17% 12.4% 55.3% 27 3.7% 11.1
TSS
2317
Two Sigma Securities
New York
$1.16B +$299M +35% 22.7% 109% 2,583 73.52% 1
TPWA
2318
TRUE Private Wealth Advisors
Oregon
$1.16B +$110M +10% 23.3% 84% 295 13.9% 16.5
OWA
2319
Octavia Wealth Advisors
Ohio
$1.16B +$113M +11% 15% 67.9% 258 18.22% 13.7
MFA
2320
Mayflower Financial Advisors
Massachusetts
$1.16B +$334M +41% 11.3% 68.7% 509 14.54% 11.7
LA
2321
LVW Advisors
New York
$1.16B +$108M +10% 16.2% 71.5% 500 20.2% 10.4
PGCM
2322
Prescott Group Capital Management
Oklahoma
$1.16B +$154M +15% 18.3% 148% 311 21.54% 9.7
LPAM
2323
Lodestar Private Asset Management
California
$1.16B +$143M +14% 13.9% 58.3% 241 7.47% 11.2
DAM
2324
Delta Asset Management
Tennessee
$1.16B +$59.8M +5% 8.77% 53.8% 617 6.32% 19.2
WD
2325
WGI DM
Massachusetts
$1.16B +$156M +16% 5.52% – 7 14.29% 3.4