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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
RCC
5026
Red Cedar Capital
Nebraska
$175M +$12.4M +8% 7.33% 43% 168 3.57%
LFPWM
5027
Leicht Financial Planning & Wealth Management
New Jersey
$175M +$8.75M +5% 6.13% 46.3% 20 0%
OPWM
5028
Oxinas Partners Wealth Management
Indiana
$175M +$3.15M +2% 4.68% 91.4% 182 34.62%
AFC
5029
Adaptive Financial Consulting
Ohio
$175M +$12.9M +8% 5.08% 26.8% 18 5.56%
FI
5030
FIDELIS iM
Oregon
$175M +$13.9M +9% 5.13% 40.1% 20 10%
LAM
5031
Lountzis Asset Management
Pennsylvania
$175M +$14.4M +9% 12.8% 103% 103 68.93%
CA
5032
CV Advisors
Florida
$175M 8.89% 98.9% 32
LPARFS
5033
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$175M +$70.6M +68% 12.2% 115 60.87%
BMWM
5034
Brown Miller Wealth Management
Virginia
$175M +$15.5M +10% 13.1% 102% 125 8%
WP
5035
Waycross Partners
Kentucky
$175M +$15.8M +10% 9.41% 78.9% 91 10.99%
CI
5036
CAZ Investments
Texas
$175M -$104M -37% 22.4% 341% 47 40.43%
SC
5037
Siena Capital
Ohio
$175M 9.8% 60
SCA
5038
St. Clair Advisors
Ohio
$174M +$29.8M +21% 9.58% 64% 53 11.32%
AA
5039
AF Advisors
California
$174M +$14.7M +9% 9.14% 81.3% 25 8%
SWA
5040
ShankerValleau Wealth Advisors
Illinois
$174M 4.14% 56.3% 17
RRC
5041
Relaxing Retirement Coach
Massachusetts
$174M +$51.9M +43% 5.54% 28.6% 59 25.42%
CWA
5042
Clarus Wealth Advisors
Arizona
$174M +$11.2M +7% 9.38% 121 28.93%
AWM
5043
Act Wealth Management
Texas
$174M +$11.9M +7% 4.97% 66.7% 38 18.42%
SCM
5044
Spreng Capital Management
Ohio
$174M +$17.6M +11% 9.54% 72.5% 109 9.17%
ATWA
5045
Arbor Trust Wealth Advisors
Michigan
$173M +$13.4M +8% 9.07% 52.8% 103 5.83%
MC
5046
Muzinich & Co
New York
$173M +$14.2M +9% 2.49% 9.67% 49 26.53%
FMB
5047
Field & Main Bank
Kentucky
$173M +$21.4M +14% 12.3% 86.2% 237 10.97%
MMM
5048
Mendel Money Management
Illinois
$173M +$13.7M +9% 13.9% 55.5% 70 5.71%
TCM
5049
Tandem Capital Management
New Jersey
$173M +$14.6M +9% 9.95% 83.8% 97 15.46%
PHM
5050
Prospect Hill Management
New Jersey
$173M +$28.3M +20% 21.7% 93.9% 17 17.65%