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
PS
4901
Planned Solutions
California
$260M +$16.6M +7% 131
BA
4902
BIP Alliance
Georgia
$260M +$23.9M +10% 53
HP
4903
Highlander Partners
Texas
$260M +$98.6M +61% 52
TSS
4904
Thomas Story & Son
Indiana
$260M +$3.26M +1% 52
5VM
4905
5AM Venture Management
California
$260M -$4.29M -2% 31
PWM
4906
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4907
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4908
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4909
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4910
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
PCM
4911
Payne Capital Management
New York
$259M +$24.9M +11% 79
SFA
4912
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4913
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4914
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4915
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4916
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4917
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4918
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83
AFA
4919
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 62
ACG
4920
Anchorage Capital Group
New York
$259M +$8.61M +3% 7
BCM
4921
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 130
UWP
4922
Uniting Wealth Partners
Kansas
$259M +$59M +30% 123
WCM
4923
Whitefort Capital Management
New York
$259M +$46M +22% 19
BIM
4924
Breakwater Investment Management
Washington
$258M +$24.3M +10% 319
MIM
4925
Montgomery Investment Management
Maryland
$258M +$7.09M +3% 97