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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
CWM
4476
Concentrum Wealth Management
California
$358M +$11.5M +3% 0.13% 174% 92 16.3%
TA
4477
TFB Advisors
Kansas
$358M +$14.5M +4% 2.08% 80.4% 323 9.6%
CWG
4478
Crown Wealth Group
North Carolina
$358M +$25.1M +8% 2.87% 86.2% 152 22.37%
EW
4479
Evexia Wealth
Wisconsin
$358M +$23.8M +7% 5% 92.5% 94 27.66%
CIC
4480
Chase Investment Counsel
Virginia
$358M +$20M +6% 9.9% 350% 156 32.05%
BAMG
4481
Brand Asset Management Group
Missouri
$358M +$2.11M +0.6% 1.75% 70.2% 188 21.28%
TFA
4482
Trinity Financial Advisors
Ohio
$358M +$11.3M +3% 2.66% 69.5% 105 12.38%
VST
4483
Van Strum & Towne
California
$358M +$17.1M +5% 3.36% 62.2% 116 6.9%
LW
4484
Libra Wealth
California
$357M +$24.4M +7% 1.09% 58.2% 72 12.5%
MIM
4485
Martin Investment Management
Florida
$357M -$36.1M -9% 4.55% 44.7% 54 14.81%
DKAM
4486
Drummond Knight Asset Management
Australia
$357M +$30.6M +9% 26.9% 15 46.67%
LC
4487
Legacy CG
Texas
$357M +$2.12M +0.6% 1.81% 61.2% 50 16%
FMTCOCP
4488
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357M +$3.25M +0.9% 1.42% 60.9% 342 5.26%
CC
4489
Cypress Capital
Tennessee
$357M +$7.61M +2% 2.27% 39.8% 98 8.16%
2
4490
2Xideas
Switzerland
$357M -$117M -25% 1.95% 40.6% 65 36.92%
CP
4491
Capital Planning
Washington
$357M +$13.6M +4% 0.52% 68.9% 85 8.24%
WCM
4492
Westend Capital Management
California
$357M +$13.6M +4% 10.3% 281 24.91%
HFS
4493
Haverford Financial Services
Pennsylvania
$357M +$464K +0.1% 2.96% 57.9% 48 6.25%
PPG
4494
Peak Planning Group
Colorado
$357M +$165M +86% 3.45% 105% 127 31.5%
OFP
4495
OLIO Financial Planning
Virginia
$356M +$15.6M +5% 2.16% 47.8% 75 16%
WTFG
4496
Wood Tarver Financial Group
Idaho
$356M +$17.2M +5% 2.21% 153 2.61%
DCM
4497
Divisar Capital Management
California
$356M -$11.6M -3% 17% 194% 28 17.86%
LFP
4498
Leeward Financial Partners
Washington
$356M +$4.28M +1% 1.76% 83% 104 10.58%
MWM
4499
McMill Wealth Management
Nebraska
$356M +$4.69M +1% 2.33% 59 6.78%
DPCM
4500
Doma Perpetual Capital Management
Florida
$356M +$57.8M +19% 1.12% 13 15.38%