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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
LC
4401
Legacy CG
Texas
$357M +$2.12M +0.6% 1.81% 61.2% 50 16%
FMTCOCP
4402
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357M +$3.25M +0.9% 1.42% 60.9% 342 5.26%
CC
4403
Cypress Capital
Tennessee
$357M +$7.61M +2% 2.27% 39.8% 98 8.16%
2
4404
2Xideas
Switzerland
$357M -$117M -25% 1.95% 34% 65 36.92%
CP
4405
Capital Planning
Washington
$357M +$13.6M +4% 0.52% 68.9% 85 8.24%
WCM
4406
Westend Capital Management
California
$357M +$13.6M +4% 10.3% 281 24.91%
HFS
4407
Haverford Financial Services
Pennsylvania
$357M +$464K +0.1% 2.96% 57.8% 48 6.25%
PPG
4408
Peak Planning Group
Colorado
$357M +$165M +86% 3.45% 82.4% 127 31.5%
OFP
4409
OLIO Financial Planning
Virginia
$356M +$15.6M +5% 2.16% 47.8% 75 16%
WTFG
4410
Wood Tarver Financial Group
Idaho
$356M +$17.2M +5% 2.21% 153 2.61%
DCM
4411
Divisar Capital Management
California
$356M -$11.6M -3% 17% 111% 28 17.86%
LFP
4412
Leeward Financial Partners
Washington
$356M +$4.28M +1% 1.76% 69.5% 104 10.58%
MWM
4413
McMill Wealth Management
Nebraska
$356M +$4.69M +1% 2.33% 59 6.78%
DPCM
4414
Doma Perpetual Capital Management
Florida
$356M +$57.8M +19% 1.12% 13 15.38%
FC
4415
Fusion Capital
South Carolina
$356M +$11.9M +3% 4.39% 73.5% 101 2.97%
NC
4416
Naman Capital
Brazil
$356M -$764K -0.2% 1.66% 106% 12 0%
HWP
4417
Highline Wealth Partners
California
$355M -$16.4M -4% 1.61% 82.9% 1,176 17.18%
CA
4418
Crossingbridge Advisors
New York
$355M +$160M +82% 0.52% 133 60.15%
RWA
4419
Rooted Wealth Advisors
Illinois
$355M +$27.5M +8% 1.73% 50.8% 144 15.28%
CAM
4420
CenterStar Asset Management
Illinois
$355M -$112M -24% 9.3% 87.2% 435 77.24%
AW
4421
Alaethes Wealth
Nevada
$355M +$2.6M +0.7% 2.36% 80.5% 121 11.57%
BDFN
4422
Bond & Devick Financial Network
Minnesota
$355M +$22.6M +7% 2.2% 41.2% 193 8.29%
NS
4423
Night Squared
New York
$355M +$77.7M +28% 5.83% 88 64.77%
SWK
4424
Stephen W. Kidder
$355M +$5.8M +2% 5.31% 62.5% 77 10.39%
FAP
4425
Financial Advisory Partners
Florida
$355M +$12.2M +4% 1.25% 46.7% 70 7.14%