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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
CCM
4851
Consolidated Capital Management
California
$277M +$35.9M +15% 12.1% 159% 50 14%
CPW
4852
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 6.93% 54.8% 88 18.18%
RWPA
4853
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 9.88% 65.2% 357 11.48%
WF
4854
Whelan Financial
California
$277M +$19.4M +8% 6.98% 57.9% 67 8.96%
FFAM
4855
Forge First Asset Management
Canada
$277M +$46.8M +20% 18.2% 112% 46 54.35%
TCB
4856
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 19.6% 175% 84 10.71%
SPI
4857
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 10.7% 88% 71 12.68%
FPGT
4858
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 3.88% 95 22.11%
TC
4859
TFR Capital
Texas
$276M +$35.9M +15% 12.8% 167 11.98%
TAM
4860
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 9.01% 77% 187 12.3%
OFW
4861
Omnia Family Wealth
Florida
$276M +$37M +15% 10.8% 80.6% 106 17.92%
SFS
4862
Solitude Financial Services
Virginia
$276M +$18.5M +7% 4.03% 55.4% 39 7.69%
MIM
4863
Monashee Investment Management
Massachusetts
$276M -$569M -67% 34.8% 520% 96 91.67%
PA
4864
Pineridge Advisors
Missouri
$276M +$20M +8% 5.55% 590 18.64%
CHJWM
4865
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 5.75% 58.2% 140 5%
ACM
4866
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 5.75% 95.8% 132 1.52%
SFS
4867
Shaker Financial Services
Virginia
$276M +$18.9M +7% 5.18% 13.1% 176 29.55%
C1AG
4868
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 8.81% 57.4% 141 14.18%
BCC
4869
Bain Capital Credit
Massachusetts
$276M -$133M -33% 5.69% 14.4% 7 28.57%
ACM
4870
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 22.6% 296% 56 25%
ATC
4871
Adirondack Trust Company
New York
$275M +$19.5M +8% 9.4% 84.9% 498 7.83%
MWP
4872
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 8.99% 66.3% 62 20.97%
CWM
4873
Castle Wealth Management
Florida
$275M +$19.9M +8% 7.87% 53.6% 130 9.23%
SCI
4874
Silver Coast Investments
United States
$275M +$11.7M +4% 4.99% 111 13.51%
LI
4875
LifeWealth Investments
Florida
$275M +$67.2M +32% 7.9% 163 29.45%