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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
SSC
4101
Syverson Strege & Co
Iowa
$459M +$43.3M +10% 15.3% 66.8% 191 14.14%
RFN
4102
RDA Financial Network
Iowa
$459M +$59.1M +15% 16.5% 82.1% 303 15.51%
PWS
4103
Peterson Wealth Services
Utah
$459M +$54M +13% 19.4% 153% 246 13.01%
GCM
4104
G2 Capital Management
Ohio
$459M +$47.2M +11% 11.7% 48.6% 77 14.29%
CIM
4105
Coleford Investment Management
Canada
$459M +$50.7M +12% 10.6% 25 12%
GAA
4106
Global Assets Advisory
Florida
$458M +$109M +31% 17% 85.9% 594 65.49%
SSWG
4107
Seven Springs Wealth Group
Tennessee
$458M +$25.6M +6% 7.24% 59.2% 87 9.2%
AFA
4108
AllGen Financial Advisors
Florida
$458M +$36.5M +9% 8.15% 39.7% 43 23.26%
SA
4109
Strategic Advisors
New York
$457M -$145M -24% 14.2% 87.3% 196 22.96%
WP
4110
Westmount Partners
California
$457M +$50.8M +13% 18.6% 101% 303 22.11%
APWA
4111
Atlas Private Wealth Advisors
New Jersey
$457M +$32.1M +8% 13.4% 51.6% 144 11.81%
CCM
4112
Carmel Capital Management
California
$456M +$107M +31% 41.1% 265% 29 17.24%
CIC
4113
Canal Insurance Company
South Carolina
$456M -$9.1M -2% 11.9% 103% 79 7.59%
WPW
4114
Warther Private Wealth
Ohio
$456M +$29.4M +7% 12.8% 94.1% 51 23.53%
CCM
4115
Carderock Capital Management
Maryland
$456M +$51M +13% 22.8% 88.6% 76 15.79%
LWAM
4116
Legacy Wealth Asset Management
Minnesota
$456M +$44.7M +11% 22.4% 102% 405 13.83%
CL
4117
CLG LLC
California
$455M +$52.7M +13% 12.3% 159 17.61%
CWM
4118
Cordatus Wealth Management
Pennsylvania
$455M +$35.1M +8% 11.3% 96.3% 182 17.58%
NI
4119
Natural Investments
California
$455M +$49.8M +12% 18.8% 320 15.94%
CFO
4120
Colony Family Offices
North Carolina
$455M +$49.5M +12% 11.2% 49.6% 62 1.61%
MC
4121
Miramar Capital
Illinois
$455M +$5.76M +1% 2.19% 47.3% 60 11.67%
BI
4122
Bulldog Investors
New Jersey
$455M +$9.75M +2% 3.67% 22.5% 282 43.62%
LCG
4123
Lisanti Capital Growth
New York
$455M +$57.7M +15% 66.2% 1,490% 153 61.44%
HFA
4124
Highland Financial Advisors
New Jersey
$455M +$75.9M +20% 13.9% 63.3% 75 13.33%
PIM
4125
Progressive Investment Management
Oregon
$454M +$75.6M +20% 34.3% 126% 59 6.78%