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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
$429M +$15.4M +4% 1.1% 43.6% 47 27.66%
EWM
3327
EPG Wealth Management
Georgia
$429M +$20.3M +5% 3.95% 96% 463 96.11%
SW
3328
SkyOak Wealth
Michigan
$428M +$10.5M +3% 3.33% 65.2% 268 15.3%
AC
3329
AXQ Capital
New Jersey
$428M +$11.3M +3% 4.53% 23.9% 777 68.85%
IRC
3330
Investors Research Corp
Georgia
$428M +$363K +0.1% 0.64% 57.2% 1,105 11.31%
CP
3331
Caligan Partners
New York
$428M +$49.7M +13% 3.59% 1,728% 13 7.69%
CCWM
3332
Correct Capital Wealth Management
Missouri
$428M -$5.24M -1% 6.12% 140 17.86%
TFGT
3333
TS Financial Group (TSFG)
Illinois
$428M +$31.2M +8% 2.53% 72.9% 825 5.94%
KC
3334
Kingfisher Capital
North Carolina
$428M +$12.4M +3% 3.17% 58.5% 172 6.98%
IIM
3335
Ipswich Investment Management
Massachusetts
$427M +$300K +0.1% 3.82% 92.8% 197 6.6%
RFP
3336
Root Financial Partners
California
$427M +$90M +27% 1.32% 57% 119 24.37%
WIM
3337
Warwick Investment Management
Texas
$427M +$9.84M +2% 1.66% 53.4% 112 16.07%
SC
3338
Searle & Co
Connecticut
$427M +$34.6M +9% 1.4% 93.8% 188 15.43%
AWM
3339
Austin Wealth Management
Texas
$427M +$22.7M +6% 1.21% 48.2% 119 5.04%
TCM
3340
Towneley Capital Management
California
$426M +$19.7M +5% 1.38% 49 24.49%
AIA
3341
Allied Investment Advisors
Montana
$426M +$12M +3% 0.02% 60.6% 77 12.99%
SCP
3342
Shorepoint Capital Partners
Massachusetts
$426M +$16.9M +4% 1.45% 103 8.74%
GDP
3343
Great Diamond Partners
Maine
$426M -$9.95M -2% 2.2% 78.6% 226 9.29%
RCP
3344
RIT Capital Partners
United Kingdom
$426M -$137M -24% 3.14% 75.8% 16 43.75%
AT
3345
Arlington Trust
Alabama
$425M +$36.2M +9% 2.28% 55.1% 579 22.45%
GSWM
3346
Greenup Street Wealth Management
Michigan
$425M +$26.8M +7% 2.47% 65.6% 96 29.17%
AGC
3347
Aspen Grove Capital
Colorado
$425M +$71.2M +20% 3.77% 77% 219 11.42%
LBIM
3348
Land & Buildings Investment Management
Connecticut
$425M -$32M -7% 3.05% 42.7% 24 45.83%
KC
3349
Kadensa Capital
Hong Kong
$424M +$55.8M +15% 4.41% 125% 61 75.41%
RRWA
3350
Rainey & Randall Wealth Advisors
Florida
$424M -$3.6M -0.8% 0.87% 47.8% 54 16.67%