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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
CFS
3126
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 0.21% 58.2% 205 11.71%
VU
3127
Vanderbilt University
Tennessee
$510M -$29.8M -6% 5.44% 61.8% 85 27.06%
MCM
3128
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 2.7% 59.2% 93 2.15%
BCB
3129
Brian C. Broderick
$510M -$913K -0.2% 0.18% 64.8% 86 6.98%
CWC
3130
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1.68% 24.6% 1,114 10.77%
LTI
3131
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 3.77% 96.5% 182 25.27%
PSP
3132
Principal Street Partners
Tennessee
$509M -$103M -17% 3.35% 73% 258 15.89%
TF
3133
TLWM Financial
Texas
$508M +$15.2M +3% 0.89% 48% 78 12.82%
PCS
3134
Personal CFO Solutions
New Jersey
$508M -$208M -29% 1.58% 74.8% 627 37.64%
P8IP
3135
Pier 88 Investment Partners
California
$508M +$54.2M +12% 3.01% 27% 102 16.67%
NI
3136
Noked Israel
Israel
$508M +$50.4M +11% 11.4% 202% 19 21.05%
WP
3137
Wedgewood Partners
Missouri
$508M -$42.9M -8% 5.11% 71.7% 20 10%
EIP
3138
Ellis Investment Partners
Pennsylvania
$508M -$5.18M -1% 0.62% 51% 250 9.6%
LWM
3139
LJI Wealth Management
Indiana
$508M +$18.4M +4% 2.38% 51.8% 203 15.27%
ORP
3140
Orion Resource Partners
New York
$507M -$245M -33% 10.2% 24 45.83%
STCG
3141
Speece Thorson Capital Group
Minnesota
$507M -$34.4M -6% 3.72% 26.4% 42 2.38%
TCA
3142
Trifecta Capital Advisors
Illinois
$506M +$28.6M +6% 5.41% 105% 425 8.24%
MIM
3143
Manitou Investment Management
Ontario, Canada
$506M -$19.5M -4% 1.79% 57.2% 56 3.57%
UAG
3144
United Advisor Group
Ohio
$506M +$63M +14% 3.72% 403 25.06%
DAM
3145
Deltec Asset Management
New York
$506M -$1.56M -0.3% 10.1% 128% 192 35.42%
BBNA
3146
Bremer Bank National Association
Minnesota
$506M -$24.7M -5% 0.76% 37.4% 177 9.6%
AGC
3147
Angelo Gordon & Co
New York
$505M +$151M +43% 0.81% 90.1% 78 55.13%
III
3148
Independent Investors Inc
New York
$505M +$11.8M +2% 4.05% 61.6% 70 7.14%
LA
3149
LexAurum Advisors
Kansas
$505M +$49.7M +11% 0.46% 354 16.67%
CFSG
3150
Community Financial Services Group
Vermont
$505M +$15.8M +3% 2.08% 126 7.94%