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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
3476
Clearfield Capital Management
New York
$227M +$64.9M +40% 5.42% 177% 15 66.67%
TGI
3477
TRV GP III
Massachusetts
$226M +$50M +28% 76% 170% 4 0%
FC
3478
Financial Consulate
Maryland
$226M -$3.19M -1% 7.54% 53.3% 111 17.12%
GFS
3479
GYL Financial Synergies
Connecticut
$226M +$25M +12% 9.15% 36% 181 11.6%
ISWM
3480
Independent Solutions Wealth Management
New York
$226M 6.92% 111% 155
MWP
3481
Moller Wealth Partners
$226M +$19.1M +9% 5.62% 41.4% 49 6.12%
IC
3482
Inscription Capital
Texas
$226M +$43.9M +24% 6.44% 156 17.31%
WSC
3483
Wellington Shields & Co
New York
$226M +$161M +248% 8.69% 75.6% 235 85.53%
NI
3484
NYL Investors
New York
$226M -$5.96M -3% 3.91% 7.55% 27 3.7%
HCM
3485
Harvey Capital Management
Florida
$225M +$24M +12% 11.9% 141% 81 13.58%
KI
3486
Kapitalo Investimentos
Brazil
$225M +$31.1M +16% 16.5% 58.1% 30 66.67%
SRC
3487
Stone Run Capital
New York
$225M +$15.2M +7% 7.95% 77.8% 60 5%
MCIA
3488
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 4.29% 63.3% 61 52.46%
NME
3489
Notis-McConarty Edward
$225M +$12.1M +6% 8.05% 65.2% 102 3.92%
BCM
3490
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 6.25% 77.6% 101 3.96%
LFG
3491
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 4.87% 20.2% 589 7.81%
PWA
3492
Physician Wealth Advisors
Utah
$225M +$20M +10% 7.59% 71.3% 120 10.83%
SWRP
3493
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 6.22% 67.6% 130 13.85%
WCG
3494
Wall Capital Group
Arizona
$225M +$13.6M +6% 7.07% 24 8.33%
ODIJL
3495
One Day In July LLC
Vermont
$224M +$31M +16% 3.33% 33.3% 35 0%
SNB
3496
Security National Bank
Nebraska
$224M +$12.4M +6% 11.4% 113% 76 9.21%
TAS
3497
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 7.47% 85.9% 17 82.35%
PC
3498
Peavine Capital
Nevada
$224M -$6.01M -3% 4.56% 27.7% 15 13.33%
PCI
3499
Pacifica Capital Investments
Texas
$224M +$16M +8% 4.55% 83.4% 21 9.52%
AWMG
3500
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 4.39% 60 10%