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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
CFG
4926
Clayton Financial Group
Missouri
$220M +$59.1M +37% 7.37% 106 66.04%
SWMG
4927
Signature Wealth Management Group
Georgia
$220M +$3.48M +2% 4.93% 105 9.52%
LM
4928
Luminus Management
Texas
$220M -$142M -39% 4.08% 13.1% 35 65.71%
SCG
4929
Sonata Capital Group
Washington
$220M +$18.8M +9% 7.56% 57.4% 114 7.02%
DI
4930
DAGCO Inc
Ohio
$220M +$111M +102% 8.22% 66.5% 396 82.83%
DR
4931
Davis Rea
Ontario, Canada
$220M +$24.2M +12% 9.51% 50% 39 17.95%
PHAM
4932
Palisades Hudson Asset Management
Florida
$220M +$13.3M +6% 6.91% 53.9% 101 10.89%
HP
4933
Harbourvest Partners
Massachusetts
$219M -$79.2M -27% 13.1% 6.18% 53 9.43%
BWL
4934
Beacon Wealthcare LLC
North Carolina
$219M +$11.4M +5% 5.46% 42% 19 15.79%
EA
4935
Eclectic Associates
California
$219M +$10.7M +5% 5.8% 49.7% 92 9.78%
WF
4936
Whelan Financial
California
$219M +$4.7M +2% 5.26% 57.9% 44 20.45%
KIC
4937
Kensington Investment Counsel
California
$219M +$28.2M +15% 11.1% 61.6% 102 9.8%
SI
4938
SimpliFi Inc
California
$219M +$15.7M +8% 3.06% 26.7% 40 22.5%
CFP
4939
Cypress Financial Planning
New Jersey
$219M +$108M +98% 4% 37.9% 68 39.71%
AMIM
4940
Aull & Monroe Investment Management
Alabama
$219M +$16M +8% 9.66% 96.6% 136 7.35%
FC
4941
Fusion Capital
South Carolina
$219M +$23.3M +12% 8.93% 73.5% 76 10.53%
ODFS
4942
O'Donnell Financial Services
California
$218M +$19M +10% 7.4% 47.9% 39 7.69%
HIC
4943
Harbor Island Capital
Massachusetts
$218M +$16.7M +8% 13.5% 231% 15 0%
NLP
4944
Next Level Private
New York
$218M +$41.4M +23% 10.6% 92.4% 132 18.94%
SST
4945
S Squared Technology
New York
$218M +$11.8M +6% 0.68% 138% 39 25.64%
OIA
4946
Optimum Investment Advisors
Illinois
$218M +$19M +10% 12.4% 125% 672 9.67%
MWM
4947
MTC Wealth Management
Florida
$218M +$2.62M +1% 3.6% 23% 13 7.69%
FFA
4948
Fi3 Financial Advisors
Indiana
$217M +$7.56M +4% 9.04% 66% 92 25%
FDS
4949
First Dallas Securities
Texas
$217M +$23.3M +12% 17.4% 134% 129 13.95%
BIM
4950
Breakwater Investment Management
Washington
$217M 5.66% 314