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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
CCM
3326
Callodine Capital Management
Massachusetts
$336M +$14.4M +4% 9.43% 53.8% 52 30.77%
SIC
3327
SJS Investment Consulting
Ohio
$336M +$39.9M +13% 8.55% 63.8% 1,746 11.11%
RIG
3328
Renaissance Investment Group
Massachusetts
$335M +$14.6M +5% 12.1% 99.6% 85 4.71%
PCM
3329
PenderFund Capital Management
British Columbia, Canada
$335M +$15.8M +5% 9.34% 129% 212 47.64%
IVMX
3330
Institutional Venture Management XVI
California
$335M -$95.8M -22% 11.9% 523% 8 0%
FMC
3331
FTV Management Company
California
$335M -$82.3M -20% 19.1% 15.1% 2 0%
IG
3332
Inherent Group
New York
$335M -$579M -63% 8.01% 61.7% 48 62.5%
CJL
3333
Cyrus J. Lawrence
New York
$335M -$174M -34% 10% 226 25.66%
KIG
3334
Kowal Investment Group
Wisconsin
$335M +$39.7M +13% 8.1% 21.1% 165 20%
JWCA
3335
J.W. Coons Advisors
Ohio
$335M +$70.5M +27% 8.32% 61.2% 230 10.87%
JHCP
3336
Jackson Hole Capital Partners
Oklahoma
$335M +$9.75M +3% 7.85% 71.4% 277 8.66%
ES
3337
Eagle Strategies
New York
$335M +$143M +75% 8.31% 70.1% 169 43.79%
MRWM
3338
ML&R Wealth Management
Texas
$335M +$38.9M +13% 10.5% 72 26.39%
WCFA
3339
Walkner Condon Financial Advisors
Wisconsin
$334M +$24.1M +8% 6.78% 56.8% 237 12.24%
CWP
3340
CFM Wealth Partners
Texas
$334M +$21M +7% 7.44% 152% 167 17.37%
Legacy Financial Group (Iowa)
3341
Legacy Financial Group (Iowa)
Iowa
$334M +$34.3M +11% 5.61% 44.3% 50 34%
CRG
3342
Cornerstone Retirement Group
Nevada
$334M +$5.34M +2% 3.69% 13 76.92%
KC
3343
Kadensa Capital
Hong Kong
$333M +$27.5M +9% 1.35% 191% 33 57.58%
NCM
3344
Northside Capital Management
Oregon
$333M +$25.2M +8% 6.46% 94.8% 116 21.55%
VCM
3345
V3 Capital Management
Texas
$333M -$41M -11% 1.63% 20.5% 14 42.86%
BCM
3346
Bienville Capital Management
New York
$333M +$77.6M +30% 3.36% 36.3% 113 24.78%
GWSG
3347
GPS Wealth Strategies Group
Colorado
$333M -$63.3M -16% 5.69% 118% 1,185 89.96%
GAM
3348
Gould Asset Management
California
$333M +$38M +13% 5.8% 42.8% 162 22.22%
CWP
3349
Concord Wealth Partners
Virginia
$333M +$17.4M +6% 7.18% 66% 1,254 86.92%
BI
3350
Bulldog Investors
New Jersey
$333M -$9.83M -3% 4.96% 22.5% 404 48.51%