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
SBF
4101
Sara-Bay Financial
Florida
$252M -$80.7M -24% 85
TS
4102
Third Security
Virginia
$252M -$92.9M -27% 20
AAA
4103
Affinity Asset Advisors
New York
$252M +$17.8M +8% 75
KWS
4104
Keystone Wealth Services
California
$252M +$5.73M +2% 188
BRC
4105
Bishop Rock Capital
New York
$252M -$82.5M -25% 35
OBWP
4106
O'Brien Wealth Partners
Massachusetts
$252M -$36.2M -13% 57
WFM
4107
Wolff Financial Management
Michigan
$252M -$12.4M -5% 106
CMP
4108
Courage Miller Partners
Virginia
$252M -$12.5M -5% 86
H2CM
4109
H/2 Credit Manager
Connecticut
$252M -$38.1M -13% 11
HWC
4110
Hill Winds Capital
New York
$252M +$39.2M +18% 58
PGEBT
4111
Pactiv General Employee Benefit Trust
Illinois
$252M -$13M -5% 1
DSN
4112
D. Scott Neal
Kentucky
$252M -$13.5M -5% 66
WWG
4113
West Wealth Group
California
$252M -$14M -5% 72
DP
4114
Denver PWM
Colorado
$252M -$10.3M -4% 101
CC
4115
Cowbird Capital
New York
$251M -$33.7M -12% 12
BCP
4116
Berkeley Capital Partners
Georgia
$251M +$7.46M +3% 163
CP
4117
Covenant Partners
Tennessee
$251M -$18.9M -7% 228
FCM
4118
Fourpath Capital Management
Oklahoma
$251M -$9.34M -4% 178
FL
4119
Fourthstone LLC
Missouri
$251M -$14.7M -6% 50
FSG
4120
Financial Strategies Group
Michigan
$251M +$5.64M +2% 89
AI
4121
AXS Investments
New York
$251M -$172M -41% 189
MFGP
4122
Marshall Financial Group (Pennsylvania)
Pennsylvania
$251M -$7.32M -3% 61
BRA
4123
Biechele Royce Advisors
Indiana
$251M +$911K +0.4% 64
AJ
4124
Ashburton (Jersey)
Jersey
$251M +$12.1M +5% 50
TF
4125
Threadgill Financial
Texas
$251M +$83M +49% 43