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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
CFM
5001
Capricorn Fund Managers
United Kingdom
$225M +$76.2M +51% 78
FPCG
5002
Forum Private Client Group
Indiana
$225M -$516K -0.2% 79
CPW
5003
Catalyst Private Wealth
California
$225M +$20.7M +10% 87
AFS
5004
Access Financial Services
Minnesota
$225M +$6.5M +3% 108
IAM
5005
Infusive Asset Management
New York
$225M -$12.5M -5% 46
MWP
5006
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 51
EC
5007
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 36
MMM
5008
Mendel Money Management
Illinois
$224M -$7.34M -3% 140
SFPG
5009
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 165
FFA
5010
Florida Financial Advisors
Florida
$224M +$29.9M +15% 209
BTIM
5011
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 56
AWM
5012
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 42
KCFA
5013
Key Client Fiduciary Advisors
New Jersey
$223M +$3.85M +2% 200
TPW
5014
TL Private Wealth
Texas
$223M -$106K -0% 45
MIM
5015
Meros Investment Management
Texas
$223M +$2.32M +1% 44
PKC
5016
Palmer Knight Company
Florida
$223M -$4.32M -2% 35
ACM
5017
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 22
SM
5018
STF Management
Texas
$223M +$3.09M +1% 105
BWG
5019
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 68
BAM
5020
Bosun Asset Management
Illinois
$223M +$15.3M +7% 219
HHGC
5021
Hunting Hill Global Capital
New York
$223M +$152M +213% 85
MFC
5022
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 256
SAMC
5023
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 103
JHWEPV
5024
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 1
CPW
5025
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 122