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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
1SP
2426
140 Summer Partners
New York
$873M +$103M +13% 13.9% 202% 22 45.45%
CVM
2427
Cheviot Value Management
California
$872M +$59.2M +7% 3.6% 77.8% 465 9.46%
TSW
2428
Three Seasons Wealth
Utah
$872M +$670M +332% 14.6% 156% 129 30.23%
CFFP
2429
Center for Financial Planning
Michigan
$872M +$89.3M +11% 8.06% 57.5% 724 13.95%
PFGIA
2430
Patriot Financial Group Insurance Agency
Massachusetts
$871M +$125M +17% 10.9% 87% 565 17.88%
PHP
2431
Parkman Healthcare Partners
Connecticut
$870M +$27M +3% 6.63% 306% 103 26.21%
CFG
2432
CKW Financial Group
Hawaii
$869M +$69.2M +9% 9.71% 62.4% 203 10.34%
GWSG
2433
GPS Wealth Strategies Group
Colorado
$869M +$128M +17% 17.4% 118% 1,677 12.1%
LPAM
2434
Lodestar Private Asset Management
California
$868M +$72.5M +9% 7.83% 58.3% 229 8.73%
AWAG
2435
ARS Wealth Advisors Group
Florida
$868M +$159M +23% 9.49% 77.1% 196 21.43%
AP
2436
Archon Partners
New Jersey
$867M +$41M +5% 11.6% 86% 39 12.82%
SC
2437
Sierra Capital
Florida
$866M +$36.4M +4% 4.3% 32.4% 214 15.89%
HT
2438
Heritage Trust
Oklahoma
$866M +$41.1M +5% 7.42% 312 8.97%
EFG
2439
Everhart Financial Group
Ohio
$865M +$134M +18% 12.7% 113% 355 11.83%
BCC
2440
Biglari Capital Corp
Texas
$865M +$156M +22% 27.6% 72.7% 13 7.69%
NOCM
2441
Night Owl Capital Management
Connecticut
$865M +$64.8M +8% 24.3% 162% 32 15.63%
TFA
2442
Teamwork Financial Advisors
Texas
$863M +$112M +15% 17.2% 126% 201 19.4%
SL
2443
SWF LLC
Nebraska
$861M +$503M +141% 2.32% 87.4% 6 16.67%
SVGI
2444
Sozo Ventures GP II
California
$861M -$145M -14% 8.82% 8.44% 1 0%
AF
2445
Atlas FRM
Connecticut
$859M -$74.3M -8% 12.3% 38.9% 9 0%
TFA
2446
Toth Financial Advisory
Virginia
$857M +$26.5M +3% 8.02% 82.5% 815 22.33%
CA
2447
Cortland Associates
Missouri
$857M +$24.1M +3% 7.33% 57.1% 60 8.33%
RPC
2448
Rossmore Private Capital
Connecticut
$857M +$44.3M +5% 6.93% 75.4% 265 9.43%
IP
2449
Isthmus Partners
Wisconsin
$856M +$57.3M +7% 8.85% 61.1% 228 12.28%
SSWM
2450
Sheets Smith Wealth Management
North Carolina
$855M +$49.9M +6% 7.65% 75.8% 411 16.79%