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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
BCH
4501
Berkshire Capital Holdings
California
$329M +$43.4M +15% 27.3% 1,364% 124 28.23%
3C
4502
325 Capital
New York
$329M +$75.7M +30% 22.8% 159% 12 8.33%
SHFA
4503
SS&H Financial Advisors
Michigan
$329M +$29.7M +10% 10.3% 130 9.23%
CCM
4504
Carmel Capital Management
California
$329M +$32.5M +11% 12.2% 265% 25 0%
ITIM
4505
Indiana Trust & Investment Management
Indiana
$329M +$26.3M +9% 9.74% 104% 494 9.51%
NC
4506
Nixon Capital
Texas
$329M +$21.4M +7% 11.6% 102% 27 18.52%
MIM
4507
Moseley Investment Management
Florida
$329M +$38.4M +13% 8.76% 96.6% 179 10.61%
HZ
4508
Hixon Zuercher
Ohio
$329M +$19.1M +6% 5.95% 87.5% 87 10.34%
IFA
4509
Independence Financial Advisors
New Hampshire
$328M +$71.2M +28% 5.91% 55 10.91%
IWP
4510
Insight Wealth Partners
Texas
$328M +$70.7M +27% 6.22% 38.9% 119 12.61%
CFP
4511
Cypress Financial Planning
New Jersey
$328M +$21.6M +7% 4.61% 37.9% 89 6.74%
LLWM
4512
Life Line Wealth Management
California
$328M +$19.2M +6% 7.36% 37 5.41%
RWA
4513
Rooted Wealth Advisors
Illinois
$328M +$38.6M +13% 6.01% 50.8% 130 19.23%
LAM
4514
LOM Asset Management
$328M +$32.3M +11% 8.77% 259 7.34%
CWM
4515
Chesapeake Wealth Management
Virginia
$328M +$27.9M +9% 7.4% 57.5% 162 2.47%
AWP
4516
Accretive Wealth Partners
New Jersey
$328M +$22.8M +7% 6.08% 57.3% 156 6.41%
LIP
4517
Landmark Investment Partners
Florida
$328M -$49.1M -13% 3% 101 62.38%
ES
4518
Enavate Sciences
California
$328M +$151M +86% 70.3% 7 14.29%
SC
4519
Steph & Co
Wisconsin
$327M +$19.2M +6% 6.74% 56.8% 328 13.72%
GCP
4520
Gill Capital Partners
Colorado
$327M +$16.5M +5% 5.74% 41.8% 151 12.58%
TWD
4521
True Wealth Design
Ohio
$327M +$43.4M +15% 5.58% 53% 2,918 19.19%
ASI
4522
All-Stars Investment
Hong Kong
$327M +$29.2M +10% 12.1% 19.4% 4 25%
HP
4523
HT Partners
Connecticut
$327M -$167K -0.1% 7.56% 63.1% 52 5.77%
FP
4524
Fiduciary Planning
Florida
$327M +$24.8M +8% 7.85% 65.5% 89 20.22%
FLI
4525
Family Legacy Inc
South Carolina
$327M +$19.6M +6% 7.98% 69.1% 122 0.82%