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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
CFLC
4701
California First Leasing Corp
California
$312M +$4.1M +1% 10.8% 161% 48 25%
MHB
4702
Midwest Heritage Bank
Iowa
$312M +$21.9M +8% 1.44% 50% 62 22.58%
PIC
4703
Portland Investment Counsel
Ontario, Canada
$312M -$20.5M -6% 2.74% 104% 59 16.95%
OPTFSNA
4704
Old Point Trust & Financial Services N A
Virginia
$311M -$9.35M -3% 3.87% 67.6% 330 4.85%
BIG
4705
Boothe Investment Group
Delaware
$311M +$31.3M +11% 0.99% 59.8% 41 14.63%
TL
4706
Tradewinds LLC
North Carolina
$310M -$109M -26% 0.69% 232 41.81%
IPW
4707
IronBridge Private Wealth
Texas
$310M -$5.91M -2% 0.79% 125% 58 43.1%
RGC
4708
Redwood Grove Capital
California
$310M -$40.9M -12% 4.88% 56.7% 24 16.67%
HP
4709
HealthInvest Partners
Sweden
$310M -$3.76M -1% 0.04% 43 18.6%
CCM
4710
Consolidated Capital Management
California
$310M -$20.9M -6% 1.47% 159% 93 35.48%
IR
4711
IAT Reinsurance
New York
$310M -$31.9M -9% 2.32% 22.4% 75 16%
SPIO
4712
Seven Post Investment Office
California
$310M +$29.8M +11% 0.37% 52.6% 38 7.89%
TWM
4713
TSA Wealth Management
Texas
$309M +$7.49M +2% 1.38% 109 22.02%
PH
4714
Pinnacle Holdings
Oklahoma
$309M +$13.3M +4% 5.62% 65.3% 265 18.87%
CCG
4715
Cloverfields Capital Group
Minnesota
$309M -$13.6M -4% 0.14% 91.5% 100 19%
ARC
4716
Advisor Resource Council
Texas
$309M +$27.7M +10% 0.16% 74.7% 268 22.01%
PWM
4717
Pines Wealth Management
North Carolina
$309M -$694K -0.2% 0.48% 234 11.54%
AW
4718
Alteri Wealth
California
$309M +$79.8K +0% 0.24% 312 14.74%
FI
4719
Financial Insights
Washington
$309M +$10.2M +3% 1.62% 62.1% 136 10.29%
CWM
4720
Castle Wealth Management
Florida
$309M +$6.69M +2% 0.15% 48.6% 136 6.62%
BBWA
4721
Bell & Brown Wealth Advisors
California
$308M -$2.43M -0.8% 2.75% 72 6.94%
GE
4722
General Electric
Ohio
$308M -$347M -53% 46.5% 47.5% 2 0%
EWM
4723
Elite Wealth Management
Washington
$308M -$59.2M -16% 8.64% 130% 63 38.1%
AC
4724
Alfreton Capital
United Kingdom
$308M +$70.4M +30% 16.5% 32.8% 5 20%
PC
4725
Pecaut & Co
Iowa
$308M -$1.98M -0.6% 2.99% 65.2% 73 13.7%