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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
CFG
4476
Clayton Financial Group
Missouri
$278M +$10.5M +4% 0.46% 126 6.35%
BIP
4477
Bouvel Investment Partners
Pennsylvania
$277M +$11.6M +4% 6.98% 187% 84 15.48%
KFS
4478
Kelly Financial Services
Massachusetts
$277M +$4.68M +2% 0.77% 58.4% 127 22.05%
BWCS
4479
Beirne Wealth Consulting Services
Connecticut
$277M -$7.45M -3% 2.06% 75.4% 107 12.15%
ICP
4480
Interchange Capital Partners
Pennsylvania
$277M -$7.16M -3% 3.84% 79.6% 306 20.92%
VC
4481
Veracity Capital
Georgia
$277M +$13.3M +5% 9.93% 140% 236 17.37%
TWP
4482
Triad Wealth Partners
Kansas
$277M +$88.9M +47% 0.45% 180 77.78%
WWM
4483
Westwood Wealth Management
California
$277M +$21.7M +9% 9.53% 254% 48 18.75%
BCH
4484
Berkshire Capital Holdings
California
$277M +$41M +17% 50.9% 1,364% 99 12.12%
EFN
4485
Equita Financial Network
Pennsylvania
$277M +$2.96M +1% 2.28% 46.4% 82 6.1%
CWM
4486
Cedar Wealth Management
California
$277M -$45.6M -14% 0.14% 53.2% 269 30.48%
DMKJ
4487
David M. Knott Jr
$277M -$8.05M -3% 14.2% 144% 98 15.31%
SA
4488
SAM Advisors
California
$277M +$4.1M +2% 0.06% 47.9% 43 13.95%
KA
4489
Kooman & Associates
Pennsylvania
$276M +$5.54M +2% 1.23% 59.9% 51 15.69%
SFS
4490
Stiles Financial Services
Minnesota
$276M -$7.7M -3% 0.25% 88.2% 195 9.74%
ACMG
4491
Anchor Capital Management Group
California
$276M 2.66% 18
OFA
4492
Oak Family Advisors
Illinois
$276M -$49.5M -15% 2.03% 83.5% 148 27.7%
HP
4493
Holistic Planning
Texas
$276M +$39.5M +17% 1.11% 179 17.32%
YCM
4494
Yakira Capital Management
Connecticut
$276M -$2.8M -1% 4.08% 77.4% 320 42.81%
JWM
4495
Jeppson Wealth Management
California
$276M -$3.47M -1% 1.21% 77.2% 209 6.7%
TCM
4496
TAM Capital Management
Connecticut
$276M +$47.2M +21% 9.35% 0.76% 13 53.85%
ACM
4497
Anfield Capital Management
California
$276M +$13.3M +5% 1.11% 65.2% 509 25.34%
CPC
4498
Congress Park Capital
New York
$275M +$5.6M +2% 2.34% 95.6% 119 14.29%
FUBT
4499
First United Bank & Trust
Maryland
$275M -$3.01M -1% 0.79% 69.2% 394 7.87%
THCM
4500
Taylor Hoffman Capital Management
Virginia
$275M +$14.4M +6% 1.5% 117 5.98%