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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
CMA
3451
Cedar Mountain Advisors
Oregon
$405M +$7.31M +2% 0.98% 53.8% 359 7.8%
TWD
3452
True Wealth Design
Ohio
$405M +$3.41M +0.8% 0.11% 53% 834 12.11%
SAS
3453
SMI Advisory Services
Indiana
$404M +$48.2M +14% 1.75% 79.7% 74 47.3%
DI
3454
Diligent Investors
California
$404M +$5.12M +1% 1.69% 71.9% 353 10.76%
PSP
3455
Pacific Sage Partners
Washington
$403M +$17.2M +4% 2.66% 45.8% 104 7.69%
NB
3456
Nicolet Bankshares
Wisconsin
$403M -$1.43M -0.4% 3.38% 63.9% 219 6.39%
CAMV
3457
Concord Asset Management (Virginia)
Virginia
$403M +$23.2M +6% 2.53% 64.7% 137 8.03%
WHGC
3458
Wealth High Governance Capital
Brazil
$403M -$44.1M -10% 12.2% 424% 85 80%
SSA
3459
Sierra Summit Advisors
Nevada
$403M +$35.6M +10% 5.7% 166 27.11%
MCIA
3460
Mountain Capital Investment Advisors
Colorado
$403M +$46.2M +13% 2.08% 63.3% 53 18.87%
KAM
3461
Knightsbridge Asset Management
California
$403M +$49.3M +14% 2.32% 105% 140 35%
WC
3462
Westwind Capital
New Mexico
$403M +$7.97M +2% 2.65% 78.1% 41 9.76%
CBA
3463
Coastal Bridge Advisors
Connecticut
$403M -$31.9M -7% 1.96% 67.4% 188 15.43%
AFA
3464
Abacus FCF Advisors
Florida
$402M +$2.64M +0.7% 2.19% 142% 187 41.71%
VFPI
3465
Vantage Financial Partners (Illinois)
Illinois
$402M +$18.9M +5% 1.35% 13.1% 113 15.04%
WCAMG
3466
Woodard & Company Asset Management Group
North Carolina
$402M +$26.9M +7% 3.94% 84.8% 125 20%
CT
3467
Clearstead Trust
Maine
$402M +$19.8M +5% 6.73% 84.1% 445 6.74%
GCM
3468
Galibier Capital Management
Ontario, Canada
$402M -$15.6M -4% 3.17% 66.8% 43 9.3%
LT
3469
Legacy Trust
Michigan
$402M +$1.08M +0.3% 2.81% 74.7% 150 5.33%
GJCM
3470
Grand Jean Capital Management
California
$401M +$22.5M +6% 5.37% 61.4% 48 12.5%
SFG
3471
Sovereign Financial Group
Connecticut
$401M +$24.4M +6% 3.78% 90.7% 297 9.76%
LWP
3472
LMG Wealth Partners
Louisiana
$401M +$4.04M +1% 0.81% 69.7% 126 7.14%
TAM
3473
TFG Asset Management
Cayman Islands
$401M -$40.5M -9% 18.4% 54.9% 30 16.67%
CRWM
3474
Castle Rock Wealth Management
California
$400M +$34.3M +9% 5.07% 105% 245 8.98%
FGAM
3475
Financial Gravity Asset Management
Texas
$400M -$345M -46% 1.23% 2,727 70.85%