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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
CFG
3201
Cooper Financial Group
California
$371M +$43.6M +13% 8.94% 78.6% 325 18.15%
CWP
3202
CFM Wealth Partners
Texas
$371M +$36.9M +11% 16.2% 116% 168 16.67%
EPA
3203
Element Pointe Advisors
Florida
$370M +$46.9M +15% 6.17% 54.9% 81 17.28%
TOGEPT
3204
Trustees of General Electric Pension Trust
Connecticut
$370M +$117M +46% 46.2% 184% 1 0%
PEGL
3205
P/E Global LLC
Massachusetts
$370M +$14.5M +4% 2.73% 40.8% 1 0%
HAM
3206
Harber Asset Management
North Carolina
$370M +$9.47M +3% 14.4% 30% 40 25%
TPA
3207
Trivium Point Advisory
Connecticut
$370M +$26.7M +8% 5.84% 86.7% 197 10.15%
MDCM
3208
Morgan Dempsey Capital Management
Wisconsin
$370M +$9.17M +3% 1.93% 40.8% 164 28.66%
CPRC
3209
Consolidated Portfolio Review Corp
New York
$370M 7.17% 65.4% 280
BA
3210
BCM Advisors
Louisiana
$370M +$7.8M +2% 2.46% 59.3% 64 9.38%
RIP
3211
Rhino Investment Partners
Pennsylvania
$369M +$137M +59% 18.8% 65.9% 57 61.4%
CIC
3212
Canal Insurance Company
South Carolina
$369M +$3.51M +1% 1.86% 103% 105 15.24%
PPP
3213
Private Portfolio Partners
New Jersey
$369M -$10.3M -3% 6.23% 16.9% 284 19.01%
LTI
3214
Laffer Tengler Investments
Tennessee
$369M +$21.7M +6% 4.59% 96.5% 470 25.74%
DWM
3215
Darwin Wealth Management
Florida
$369M -$17.2M -4% 8.06% 56.8% 183 25.68%
KLWA
3216
Kelly Lawrence W & Associates
California
$369M +$18.1M +5% 8.69% 58.9% 168 2.98%
LS
3217
Liquid Strategies
Georgia
$368M -$26.5M -7% 5.26% 46.8% 7 0%
EIG
3218
Ellenbecker Investment Group
Wisconsin
$367M +$29M +9% 5.82% 56.3% 92 8.7%
BC
3219
Bruce & Co
Illinois
$367M -$21M -5% 3.62% 65.7% 38 7.89%
SIC
3220
SJS Investment Consulting
Ohio
$367M +$31M +9% 4.98% 63.8% 1,651 7.87%
AW
3221
Avion Wealth
Texas
$367M +$45.3M +14% 2.2% 36% 838 37.23%
TCM
3222
Tekne Capital Management
New York
$366M +$69.1M +23% 26% 258% 15 46.67%
LCWP
3223
Legacy Capital Wealth Partners
Arkansas
$366M +$157M +75% 3.81% 55.4% 260 81.92%
IIM
3224
Ipswich Investment Management
Massachusetts
$366M +$16.5M +5% 6.08% 92.8% 191 8.38%
DGM
3225
Darwin Global Management
Jersey
$366M +$205M +128% 91.9% 2,873% 5 40%