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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
CSWG
4501
Cardinal Strategic Wealth Guidance
Kentucky
$218M +$3.47M +2% 5.29% 53.4% 93 26.88%
JCM
4502
Jacobsen Capital Management
Utah
$218M +$6.59M +3% 6.81% 86.7% 54 1.85%
FCM
4503
Forager Capital Management
Alabama
$218M +$11.8M +6% 9.47% 30.6% 14 14.29%
PIP
4504
Peachtree Investment Partners
Florida
$218M -$20.7M -9% 5.73% 82.6% 118 21.19%
BAM
4505
Bullseye Asset Management
Colorado
$217M -$34.6M -14% 6.58% 55% 94 4.26%
CRWM
4506
Castle Rock Wealth Management
California
$217M -$27.9M -11% 0.58% 105% 263 16.35%
BE
4507
Bonness Enterprises
District of Columbia
$217M +$815K +0.4% 2.33% 94.6% 41 2.44%
TA
4508
Townsend & Associates
Colorado
$217M +$34.6M +19% 1.9% 54.1% 83 21.69%
CHA
4509
Carmichael Hill & Associates
Maryland
$217M -$5.66M -3% 2.48% 39.7% 858 9.09%
QAM
4510
Q3 Asset Management
Michigan
$217M -$18.1M -8% 1.97% 96.4% 70 84.29%
RCA
4511
Riverview Capital Advisers
Massachusetts
$217M -$7.59M -3% 2.79% 57.5% 108 13.89%
GA
4512
Gagnon Advisors
New York
$217M -$34.7M -14% 7.19% 78.2% 35 8.57%
TSA
4513
Tri-Star Advisors
Texas
$217M -$21.5M -9% 3.71% 3.07% 59 22.03%
IF
4514
IRON Financial
Illinois
$217M -$7.2M -3% 3.34% 51.4% 133 30.08%
GCM
4515
Gabalex Capital Management
New York
$217M -$18.5M -8% 2.05% 24.9% 18 16.67%
AF
4516
Atlas FRM
Connecticut
$217M -$8.37M -4% 3.18% 17.9% 8 37.5%
AWMT
4517
AAFMAA Wealth Management & Trust
North Carolina
$217M -$12.7M -6% 6.5% 58.8% 71 9.86%
SWM
4518
Sendero Wealth Management
Texas
$217M -$8.33M -4% 4.78% 77.4% 87 17.24%
WWM
4519
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 5.1% 46.7% 32 18.75%
LSWM
4520
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 2.44% 73.4% 69 17.39%
APW
4521
Acima Private Wealth
Virginia
$217M -$15.9M -7% 3.33% 45.2% 247 7.29%
WVP
4522
Worth Venture Partners
New Jersey
$217M +$14.7M +7% 4.88% 102% 169 33.73%
SC
4523
Serenity Capital
California
$216M +$3.55M +2% 11.6% 3 33.33%
TIA
4524
Tiemann Investment Advisors
California
$216M -$20.3M -9% 3.92% 64.1% 233 12.45%
CGFA
4525
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 4.61% 59.3% 140 45%