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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
CP
4151
Capital Planning
Washington
$245M +$9.68M +4% 0.7% 68.9% 70 4.29%
ST
4152
Somerset Trust
Pennsylvania
$245M -$101K -0% 0.3% 69.7% 138 7.25%
HIS
4153
Harvest Investment Services
Illinois
$245M +$6.87M +3% 1.38% 282% 341 35.48%
MPAM
4154
Murphy Pohlad Asset Management
Minnesota
$245M -$2.41M -1% 0.66% 75.1% 116 7.76%
CWA
4155
Canvas Wealth Advisors
Kansas
$245M +$21.8M +10% 0.19% 115% 123 7.32%
LWP
4156
Lumature Wealth Partners
Georgia
$245M +$2.9M +1% 1.45% 420 12.38%
UCMOK
4157
United Capital Management of KS
Kansas
$244M -$670K -0.3% 1.03% 272% 99 12.12%
PWS
4158
Peloton Wealth Strategists
Indiana
$244M +$1.94M +0.8% 0.52% 51.3% 93 15.05%
PCMC
4159
Private Capital Management (Colorado)
Colorado
$244M +$26M +12% 0.2% 20% 141 14.18%
TSS
4160
Thomas Story & Son
Indiana
$244M -$24M -9% 0.04% 91.8% 65 0%
CWP
4161
Concord Wealth Partners
Virginia
$244M -$105M -30% 1.84% 66% 1,083 19.11%
SC
4162
Searle & Co
Connecticut
$244M -$354K -0.1% 0.26% 93.8% 153 7.19%
AFWM
4163
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 2.41% 167% 107 32.71%
SHCM
4164
Stone House Capital Management
Florida
$244M +$7.3M +3% 5.7% 151% 3 66.67%
VFM
4165
Vivid Financial Management
California
$244M +$472K +0.2% 0.43% 163 23.93%
WA
4166
WP Advisors
California
$244M +$4M +2% 1.16% 95.5% 107 6.54%
WCM
4167
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 0.84% 153% 60 10%
SM
4168
Salzhauer Michael
$244M +$15.9M +7% 1.41% 107% 143 16.78%
VC
4169
Voss Capital
Texas
$244M +$3.21M +1% 2.49% 78.4% 48 47.92%
IFO
4170
Independent Family Office
New York
$243M -$12.9M -5% 2.13% 68.4% 60 18.33%
NHFG
4171
New Harbor Financial Group
Massachusetts
$243M -$53.4M -18% 7.2% 80.6% 27 25.93%
BIA
4172
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 1.17% 54.6% 66 3.03%
FWM
4173
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 1.37% 122 4.92%
MCC
4174
Malaga Cove Capital
California
$243M +$8.09M +3% 0.03% 88.1% 187 28.88%
PFG
4175
Piershale Financial Group
Illinois
$243M -$11.3M -4% 0.7% 82% 38 47.37%