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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
CWM
3276
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 0.04% 31.9% 136 20.59%
CT
3277
CPF Texas
Texas
$196M -$8.61M -4% 1.58% 301 35.88%
WRTC
3278
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 1.53% 51% 8 0%
PC
3279
Peavine Capital
Nevada
$195M -$1.16M -0.6% 1.49% 27.7% 17 5.88%
FA
3280
Fiducient Advisors
Illinois
$195M +$38.2M +24% 1.56% 43.9% 20 65%
LFR
3281
Lehman Financial Resources
Pennsylvania
$195M +$2.71M +1% 1.69% 58.2% 86 12.79%
GFP
3282
Gryphon Financial Partners
Ohio
$195M +$19.4M +11% 3.31% 78.2% 1,078 12.34%
RMCP
3283
Red Mountain Capital Partners
California
$195M -$7.78M -4% 10.9% 37.4% 6 0%
BC
3284
Barnett & Company
Tennessee
$195M -$9.83M -5% 3.28% 50.8% 336 13.69%
SM
3285
Selkirk Management
New Jersey
$195M +$7.56M +4% 6.41% 268% 19 15.79%
AMG
3286
Advisors Management Group
Wisconsin
$195M -$250K -0.1% 5.07% 68.9% 84 5.95%
GG
3287
GenWealth Group
New Jersey
$195M -$4.72M -2% 1.6% 67.8% 63 12.7%
APSP
3288
Asset Planning Services (Pennsylvania)
Pennsylvania
$195M +$903K +0.5% 1.26% 62.1% 298 9.4%
HS
3289
Hazelview Securities
Ontario, Canada
$194M -$147M -43% 7.22% 50 22%
BAM
3290
Broadmark Asset Management
California
$194M -$122M -39% 1.39% 39.6% 14 92.86%
EFSCE
3291
Enterprise Financial Services Corp (EFSC)
Missouri
$194M -$11.5M -6% 1.18% 67.6% 978 8.69%
GII
3292
Gryphon International Investment
Ontario, Canada
$194M -$47.7M -20% 0% 5.67% 22 9.09%
PHK
3293
Point72 Hong Kong
Hong Kong
$194M +$63.1M +48% 11.1% 396% 1,334 70.16%
SSM
3294
Sutton Square Management
New York
$194M +$33M +21% 2.97% 21 9.52%
SWP
3295
Strategic Wealth Partners
Ohio
$194M +$13.7M +8% 1.97% 859 19.67%
DWM
3296
Dakota Wealth Management
Florida
$194M +$5.21M +3% 0.91% 93% 99 29.29%
ST
3297
Somerset Trust
Pennsylvania
$194M -$6.61M -3% 1.56% 69.7% 135 3.7%
WSC
3298
White Square Capital
United Kingdom
$193M +$118M +155% 8.04% 542% 4 75%
MIM
3299
Mittleman Investment Management
New York
$193M -$30.1M -13% 5.8% 11.6% 7 0%
FMP
3300
Financial Management Professionals
Texas
$193M -$43.8M -18% 0.82% 62.1% 340 26.47%