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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
FC
3876
Financial Consulate
Maryland
$277M +$30.9M +13% 6.87% 53.3% 135 13.33%
CI
3877
Cavalier Investments
Georgia
$277M +$47.4M +21% 8.55% 154% 119 34.45%
MCA
3878
Mendon Capital Advisors
Florida
$277M +$5.52M +2% 2.22% 68 27.94%
FCM
3879
Firestone Capital Management
Florida
$277M -$4.26M -2% 5.61% 43.3% 508 10.04%
BWA
3880
Burt Wealth Advisors
Maryland
$277M +$5.57M +2% 4.8% 57.3% 96 7.29%
MKA
3881
M. Kulyk & Associates
Georgia
$277M +$8.8M +3% 6.66% 52.3% 74 17.57%
HFBOT
3882
Home Federal Bank of Tennessee
Tennessee
$277M +$10.9M +4% 6.17% 65.2% 75 10.67%
SC
3883
Schoolcraft Capital
Colorado
$277M +$26.3M +11% 6.08% 44.8% 54 7.41%
CPI
3884
Canaan Partners IX
California
$276M -$54.7M -17% 16.5% 2 50%
FCC
3885
Founders Circle Capital
California
$276M +$144M +109% 9.39% 28% 8 37.5%
EIA
3886
Eldridge Investment Advisors
New Hampshire
$276M +$17.1M +7% 5.45% 41.3% 118 8.47%
KFP
3887
Keystone Financial Planning
Ohio
$276M +$7.8M +3% 4.38% 34.1% 48 14.58%
MCM
3888
Moon Capital Management
New York
$276M -$23M -8% 3.45% 95.6% 33 42.42%
GG
3889
Gleason Group
Kentucky
$276M +$22M +9% 6.88% 64% 217 13.36%
CPA
3890
Cowen Prime Advisors
New York
$276M +$11.3M +4% 7.81% 116% 177 7.91%
CAGAS
3891
Capital Advisory Group Advisory Services
Minnesota
$275M +$18.2M +7% 6.22% 62.3% 569 11.6%
HNW
3892
High Note Wealth
Minnesota
$275M +$18.1M +7% 6.75% 73% 87 12.64%
ICM
3893
ISZO Capital Management
New York
$275M +$63.2M +30% 75% 68.2% 8 37.5%
SDWIA
3894
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$275M +$33M +14% 6.44% 67.8% 134 7.46%
MFT
3895
Moisand Fitzgerald Tamayo
Florida
$275M +$43.9M +19% 5.26% 48.1% 438 21%
JWM
3896
Janiczek Wealth Management
Colorado
$275M +$24.6M +10% 5.36% 16.4% 949 11.38%
SM
3897
Selkirk Management
New Jersey
$275M -$61.1M -18% 7.14% 268% 21 19.05%
SCM
3898
Stonebridge Capital Management
California
$275M +$13M +5% 5.98% 104 4.81%
WCM
3899
WealthBridge Capital Management
Ohio
$275M +$29.5M +12% 7.34% 82.1% 167 8.38%
WRTC
3900
Wind River Trust Company
Wyoming
$275M -$3.32M -1% 6.49% 51% 10 0%