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
FB
7051
Finward Bancorp
Indiana
$132M +$5M +4% 109
CMU
7052
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 5
IVMX
7053
Institutional Venture Management XV
California
$131M -$111M -46% 4
PWM
7054
PMG Wealth Management
Illinois
$131M +$10.1M +8% 55
GCM
7055
GeoSphere Capital Management
Florida
$131M +$32.8M +33% 55
TCM
7056
TT Capital Management
California
$131M +$7.55M +6% 77
PBRA
7057
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 2
HC
7058
Hoese & Co
Minnesota
$131M +$6.85M +6% 154
FLFS
7059
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 293
KCM
7060
Kennondale Capital Management
Virginia
$131M +$32.6M +33% 84
HAM
7061
Hedges Asset Management
Nevada
$131M +$6.08M +5% 110
PAYA
7062
Phil A. Younker & Associates
Alaska
$131M +$29.1M +29% 34
FFG
7063
Fortress Financial Group
Minnesota
$130M +$12.4M +10% 86
MCM
7064
Magnolia Capital Management
New York
$130M +$5.18M +4% 75
WH
7065
Willner & Heller
California
$130M +$11.5M +10% 167
BF
7066
Bonfire Financial
Colorado
$130M +$8.28M +7% 56
BAM
7067
Bayview Asset Management
Florida
$130M +$30.8M +31% 59
NMCM
7068
Nicholson Meyer Capital Management
Missouri
$130M +$12M +10% 47
TCGDR
7069
TB Capital Gestao de Recursos
$130M +$14.8M +13% 18
WN
7070
Williams & Novak
California
$130M +$12.4M +11% 156
TCCP
7071
Tide Cove Capital Partners
California
$130M +$3.65M +3% 11
CWMA
7072
Capstone Wealth Management (Alabama)
Alabama
$130M +$15.8M +14% 51
PW
7073
PUREfi Wealth
Massachusetts
$130M +$4.84M +4% 174
PWM
7074
Partnership Wealth Management
Maryland
$130M +$6.32M +5% 73
WLG
7075
Williamson Legacy Group
Indiana
$129M +$10.8M +9% 143