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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
CW
5076
Channel Wealth
California
$174M +$18.6M +12% 5.25% 59.3% 214 19.63%
VCG
5077
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 2.39% 261% 237 11.39%
TF
5078
Theory Financial
Colorado
$174M +$7M +4% 2.87% 54.5% 64 12.5%
BSI
5079
Bennett Selby Investments
Maine
$174M +$21M +14% 12.3% 69.8% 55 3.64%
IIM
5080
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 21.5% 164% 170 5.88%
SG
5081
Sharper & Granite
California
$174M +$6.94M +4% 3.6% 47.1% 100 4%
ARIS
5082
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 0.3% 13.1% 34 38.24%
KFA
5083
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 11.2% 72.4% 117 12.82%
RIM
5084
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 7.71% 122% 65 26.15%
RPCONE
5085
Retirement Planning Company of New England
Rhode Island
$173M +$8.77M +5% 7.13% 117% 234 8.12%
E
5086
EnerVest
Texas
$173M -$8.13M -4% 4.48% 20.5% 1 0%
VWM
5087
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 4.11% 56.9% 106 13.21%
GCM
5088
Gallacher Capital Management
Colorado
$173M +$6.48M +4% 4.99% 70.7% 289 37.37%
CI
5089
Ceera Investments
Texas
$173M +$16.5M +10% 7.86% 47.9% 80 16.25%
BWG
5090
Beta Wealth Group
California
$173M -$1.75M -1% 3.12% 45.4% 107 13.08%
TLA
5091
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 6.73% 61.1% 287 4.18%
CNBT
5092
Cornerstone National Bank & Trust
Illinois
$173M -$10.6M -6% 1.57% 33.9% 57 5.26%
IRAG
5093
Investment Research & Advisory Group
Georgia
$173M +$16.9M +11% 11.9% 88.6% 226 12.39%
AIA
5094
Affinity Investment Advisors
California
$173M -$14.3M -8% 6.8% 189% 212 22.64%
HSWM
5095
Hubbell Strickland Wealth Management
Louisiana
$173M +$7.94M +5% 5.1% 56.8% 71 7.04%
RGF
5096
Retirement Guys Formula
Ohio
$173M +$33M +24% 4.68% 70.2% 128 9.38%
BC
5097
Barrett & Company
Rhode Island
$172M +$14.6M +9% 6.96% 74.8% 621 5.31%
LSA
5098
Lansing Street Advisors
Pennsylvania
$172M +$12.7M +8% 5.77% 309 11.97%
NERM
5099
New England Research & Management
Illinois
$172M +$1.91M +1% 3.29% 56.4% 161 28.57%
FCCPG
5100
FountainVest China Capital Partners GP3
Cayman Islands
$172M -$54.9M -24% 10.9% 121% 1 0%