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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
CWP
2901
CFM Wealth Partners
Texas
$689M +$60.5M +10% 10.2% 116% 152 10.53%
MC
2902
MIG Capital
California
$688M -$281M -29% 12.4% 118% 60 33.33%
SFC
2903
Strategic Financial Concepts
Texas
$688M -$22.7M -3% 6.34% 56.8% 325 32.31%
CG
2904
CFO4Life Group
Texas
$688M +$48.5M +8% 6.99% 43.4% 245 11.02%
JPMIA
2905
J.P. Marvel Investment Advisors
Massachusetts
$688M +$66.9M +11% 13.2% 141% 66 10.61%
SAM
2906
Smithbridge Asset Management
Pennsylvania
$688M +$116M +20% 10.3% 155 24.52%
ZAM
2907
Zevin Asset Management
Massachusetts
$687M -$7.75M -1% 5.31% 57.5% 99 16.16%
NG
2908
Northstar Group
New York
$687M +$39.1M +6% 6.78% 61.8% 169 9.47%
SCA
2909
Summit Creek Advisors
Minnesota
$686M -$32.5M -5% 5% 47.8% 71 7.04%
ECM
2910
Estabrook Capital Management
New York
$686M +$36.4M +6% 7.9% 76.2% 336 4.17%
IIC
2911
Ironwood Investment Counsel
Arizona
$686M +$38.7M +6% 6.75% 54.7% 273 10.26%
CA
2912
Claro Advisors
Massachusetts
$686M +$80M +13% 8.52% 85.5% 417 15.35%
MTWSIF
2913
Mivtachim The Workers Social Insurance Fund
Israel
$686M +$36.3M +6% 17.4% 124% 36 30.56%
BBP
2914
Banco BTG Pactual
Brazil
$685M +$193M +39% 10.1% 142% 228 64.47%
LCM
2915
Lonestar Capital Management
California
$685M +$415M +154% 14.2% 237% 29 44.83%
CBT
2916
Crews Bank & Trust
Florida
$683M +$48M +8% 6.06% 660 10%
AWM
2917
Affinity Wealth Management
Delaware
$683M +$57.2M +9% 9.99% 116% 116 21.55%
BSSFA
2918
Baron Silver Stevens Financial Advisors
Florida
$683M +$58.7M +9% 6.63% 44% 152 9.21%
LWA
2919
Lineweaver Wealth Advisors
Ohio
$683M +$49.6M +8% 6.52% 61.4% 174 14.94%
UW
2920
Unique Wealth
Florida
$682M +$62.5M +10% 6.34% 63.3% 190 14.21%
OCM
2921
Ogborne Capital Management
California
$682M +$279M +69% 11.6% 223% 16 50%
ERIC
2922
Eagle Rock Investment Company
Georgia
$682M +$49.6M +8% 9.01% 115% 170 8.24%
TFO
2923
Tarbox Family Office
California
$681M +$16.3M +2% 7.52% 49.1% 117 3.42%
HWM
2924
Horizon Wealth Management
Illinois
$681M +$112M +20% 8.68% 82.8% 131 20.61%
PCP
2925
Polunin Capital Partners
United Kingdom
$680M +$68.1M +11% 37.1% 252% 29 24.14%