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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
LW
4901
Libra Wealth
California
$181M -$2.51M -1% 3.58% 58.2% 52 3.85%
7CM
4902
7G Capital Management
New York
$181M -$13.4M -7% 6.46% 137% 9 0%
EP
4903
Essential Planning
New Hampshire
$181M +$5.18M +3% 2.77% 38.1% 64 15.63%
CSWM
4904
Cassady Schiller Wealth Management
Ohio
$180M -$3.66M -2% 3.54% 21.8% 489 12.07%
TCMP
4905
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 3.63% 58.2% 149 16.78%
SFCM
4906
Savoir Faire Capital Management
Connecticut
$180M 9.22% 1.22% 48
NC
4907
Nucleo Capital
Brazil
$180M -$28.6M -14% 14.8% 116% 3 0%
NL
4908
NKCFO LLC
Illinois
$180M -$36.9M -17% 0.5% 211% 98 31.63%
NC
4909
Nixon Capital
Texas
$180M -$12.4M -6% 2.23% 118% 28 46.43%
OGF
4910
Orin Green Financial
California
$180M -$11.2M -6% 4.28% 53.3% 80 13.75%
FCMI
4911
Foresite Capital Management IV
California
$180M -$23.4M -11% 6.79% 151% 7 0%
WA
4912
Wilshire Advisors
California
$180M -$8.65M -5% 3.87% 118% 10 10%
WW
4913
Westshore Wealth
California
$180M -$16M -8% 5.28% 58.8% 111 18.02%
SWM
4914
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 3.5% 17.2% 65 12.31%
TFCM
4915
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 8.03% 131% 92 9.78%
3CP
4916
3G Capital Partners
New York
$180M +$80.9M +82% 9.73% 351% 16 43.75%
ODFS
4917
O'Donnell Financial Services
California
$180M +$14.3M +9% 1.1% 61% 31 29.03%
GAAM
4918
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 1.87% 132% 109 7.34%
FPWM
4919
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 3.2% 53.9% 162 6.79%
FGI
4920
Foresight Global Investors
New York
$180M -$5.62M -3% 3.34% 72.8% 47 27.66%
MCM
4921
Maytus Capital Management
New York
$180M -$23.5M -12% 0.21% 442% 60 60%
RPCONE
4922
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 3.25% 117% 239 20.5%
AWM
4923
Accel Wealth Management
Iowa
$180M -$2.14M -1% 2.77% 77.4% 183 15.3%
BAM
4924
Bullseye Asset Management
Colorado
$179M -$19.7M -10% 6.29% 81% 76 11.84%
SOA
4925
Sea Otter Advisors
Florida
$179M -$1.19M -0.7% 6.97% 319 36.05%