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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
CF
5051
CNA Financial
Illinois
$166M +$1.31M +0.8% 5.48% 48.6% 82 84.15%
FA
5052
Fermata Advisors
California
$166M -$172M -51% 5.25% 49.3% 143 35.66%
NEPPG
5053
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 4.75% 59% 43 11.63%
WIP
5054
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 3.62% 62.6% 132 17.42%
MS
5055
Marshall & Sullivan
Washington
$165M +$5.67M +4% 6.44% 82% 96 59.38%
SCM
5056
Sitrin Capital Management
California
$165M +$8.08M +5% 9.33% 128% 40 7.5%
RPCA
5057
Running Point Capital Advisors
California
$165M +$2.27M +1% 7.45% 52.1% 215 34.42%
TL
5058
Tradewinds LLC
North Carolina
$165M +$9.87M +6% 5.16% 232 95.69%
PCMK
5059
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 6.1% 87.5% 52 1.92%
CC
5060
Constitution Capital
Connecticut
$165M +$3M +2% 6.66% 70.2% 70 10%
EP
5061
Essential Planning
New Hampshire
$165M +$34.6M +27% 4.2% 38.1% 55 27.27%
LAM
5062
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 2.47% 63% 53 9.43%
SWM
5063
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 4.78% 64.5% 223 8.07%
HSWM
5064
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 4.06% 56.8% 68 7.35%
SF
5065
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 6.58% 21.9% 81 30.86%
RPCONE
5066
Retirement Planning Company of New England
Rhode Island
$165M +$11.5M +7% 8.91% 117% 240 10%
DCM
5067
Davidson Capital Management
Texas
$165M +$18.9M +13% 6.01% 79.2% 159 50.31%
UHC
5068
Union Heritage Capital
Michigan
$165M +$677K +0.4% 6.38% 82.1% 53 7.55%
SWM
5069
Seaside Wealth Management
California
$165M +$13.3M +9% 5.29% 53.4% 49 8.16%
SSW
5070
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 5.22% 90.2% 135 8.15%
AFS
5071
Access Financial Services
Minnesota
$165M +$727K +0.4% 3.92% 44.8% 89 10.11%
GI
5072
Glovista Investments
New Jersey
$165M -$36.8M -18% 4.85% 2.48% 53 35.85%
CB
5073
CNB Bank
Pennsylvania
$164M +$4.35M +3% 4.95% 91.6% 499 11.82%
HCM
5074
Hutner Capital Management
Vermont
$164M +$2.86M +2% 1.09% 52.2% 44 0%
PWS
5075
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 8.28% 59.8% 254 88.58%