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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
CC
4576
Congruence Capital
California
$383M +$84.4M +28% 33.4% 36 38.89%
FP
4577
Fiduciary Planning
Florida
$382M +$51.2M +15% 17% 65.5% 84 14.29%
AFA
4578
Alpha Financial Advisors
North Carolina
$382M +$55.8M +17% 11.6% 41.6% 116 48.28%
CWM
4579
Cherrydale Wealth Management
New Jersey
$382M +$58.5M +18% 16.1% 72% 89 19.1%
CM
4580
Cosmic Management
California
$382M +$153M +67% 31.3% 5 20%
GJWM
4581
Gilliland Jeter Wealth Management
Arkansas
$382M +$44.2M +13% 17% 202 12.38%
PCS
4582
Private Client Services
Kentucky
$381M +$46.9M +14% 14% 245 21.63%
SWM
4583
Selective Wealth Management
Virginia
$381M +$43.7M +13% 10.9% 62.6% 141 18.44%
NWM
4584
Northcape Wealth Management
New York
$381M +$14.3M +4% 7.09% 66% 149 8.72%
LFP
4585
Leeward Financial Partners
Washington
$381M +$45M +13% 17.6% 83% 108 10.19%
WRM
4586
Weybosset Research & Management
Rhode Island
$381M +$34.1M +10% 12.7% 73.4% 33 3.03%
CWA
4587
CJM Wealth Advisers
Virginia
$381M +$52.6M +16% 16.7% 71.5% 79 10.13%
VIG
4588
Vienna Insurance Group
Poland
$381M +$118M +45% 67.1% 188% 28 3.57%
SM
4589
Sweeney & Michel
California
$381M +$40.7M +12% 10.5% 164 11.59%
WCA
4590
Whetstone Capital Advisors
Kansas
$380M +$92M +32% 39.3% 282% 78 41.03%
BFP
4591
Briaud Financial Planning
Texas
$380M -$1.16M -0.3% 4.88% 93.1% 45 22.22%
HGA
4592
Hobbs Group Advisors
South Carolina
$380M +$45.7M +14% 11.3% 171 10.53%
AAMA
4593
Advanced Asset Management Advisors
Ohio
$380M +$18M +5% 13.4% 82.5% 85 7.06%
FI
4594
Financial Insights
Washington
$380M +$71.3M +23% 14.5% 71.9% 151 15.89%
CPM
4595
Corre Partners Management
New York
$380M +$315M +485% 9.05% 109% 4 25%
SWA
4596
ShankerValleau Wealth Advisors
Illinois
$380M +$24.7M +7% 7.72% 56.3% 40 2.5%
BC
4597
Bridgefront Capital
Texas
$380M -$22.8M -6% 15.2% 52.1% 793 75.28%
CW
4598
Cabot-Wellington
Massachusetts
$380M +$41.5M +12% 14.1% 65% 5 0%
CMP
4599
Courage Miller Partners
Virginia
$379M +$24.8M +7% 8.34% 40.3% 92 5.43%
SEEDPG
4600
S.E.E.D. Planning Group
New York
$379M +$34.6M +10% 3.28% 45.1% 100 23%