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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
CPI
4951
Crestview Partners IV
New York
$268M -$42.2M -14% 12.7% 106% 2 0%
LRIC
4952
Long Road Investment Counsel
Michigan
$268M +$10.1M +4% 6.77% 53.8% 82 4.88%
BAMG
4953
Brand Asset Management Group
Missouri
$268M +$28.1M +12% 11.9% 70.2% 95 9.47%
DK
4954
David Kennon
Florida
$268M +$16.4M +7% 7.21% 46.9% 37 5.41%
WAOI
4955
Wealth Advisors of Iowa
Iowa
$268M +$34.9M +15% 6.43% 60.9% 83 20.48%
ACM
4956
Allred Capital Management
Texas
$267M +$17.2M +7% 8.2% 73.5% 166 10.24%
EBT
4957
Enterprise Bank & Trust
Massachusetts
$267M +$8.53M +3% 10.9% 65.9% 139 9.35%
HPC
4958
Highland Peak Capital
Connecticut
$267M +$131M +97% 18.6% 260% 18 77.78%
TFO
4959
Timonier Family Office
North Carolina
$267M +$41.3M +18% 6.92% 55 10.91%
WE
4960
Wealth Effects
Massachusetts
$267M +$29.2M +12% 18.1% 202% 212 9.91%
HAM
4961
Harmony Asset Management
Arizona
$267M +$28.8M +12% 12.8% 179 15.08%
WCM
4962
Whitefort Capital Management
New York
$267M +$54.2M +26% 4.11% 243% 18 22.22%
VWM
4963
Vigilare Wealth Management
Arizona
$267M +$16.3M +7% 9.39% 56.9% 131 31.3%
BC
4964
Barrett & Company
Rhode Island
$267M +$34.4M +15% 10.3% 74.8% 652 7.06%
GFPC
4965
Global Financial Private Client
Florida
$267M +$4.9M +2% 9.82% 90.4% 1,682 87.46%
S
4966
Siemens
Germany
$267M +$73.9M +38% 38.4% 16.8% 1 0%
AFG
4967
American Financial Group
Ohio
$267M +$32.6M +14% 3.83% 32.5% 63 6.35%
PIA
4968
Powell Investment Advisors
Florida
$267M +$62.9M +31% 11.4% 76.1% 170 16.47%
EW
4969
Elyxium Wealth
California
$267M +$40.8M +18% 12.8% 173 16.76%
EM
4970
Excalibur Management
Massachusetts
$267M +$12.2M +5% 7.46% 81.7% 172 6.98%
CFGA
4971
Cambridge Financial Group (Arizona)
Arizona
$266M +$30.8M +13% 9.03% 140 5%
CWG
4972
Crown Wealth Group
North Carolina
$266M +$73.4M +38% 12.4% 86.2% 130 25.38%
SWM
4973
Sculati Wealth Management
Michigan
$266M +$18.9M +8% 9.67% 72.3% 126 14.29%
CAM
4974
Costello Asset Management
Pennsylvania
$266M +$19.7M +8% 13.3% 65.9% 713 7.85%
MAG
4975
Members Advisory Group
New York
$266M +$26.7M +11% 7.87% 70.6% 36 13.89%