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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
SFG
5076
Socha Financial Group
New York
$230M +$16.8M +8% 5.04% 81.5% 23 13.04%
2L
5077
25 LLC
Missouri
$230M +$19.8M +9% 6.54% 44.2% 56 10.71%
CH
5078
CVS Health
Rhode Island
$230M +$13.4M +6% 6.21% 48.7% 6 16.67%
RS
5079
Rakuten Securities
Japan
$230M -$2.89M -1% 1.71% 803 22.17%
CWG
5080
Crown Wealth Group
North Carolina
$230M +$29.8M +15% 4.47% 86.2% 123 21.95%
CFLC
5081
California First Leasing Corp
California
$230M +$6.24M +3% 2.92% 377% 45 8.89%
SIC
5082
Samalin Investment Counsel
New York
$230M +$15.8M +7% 6.65% 62.8% 295 10.17%
DR
5083
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 2.46% 45.7% 39 15.38%
RA
5084
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 6.23% 47.6% 119 5.04%
PIP
5085
Palisades Investment Partners
California
$230M +$27.8M +14% 11.3% 43 13.95%
LWMNY
5086
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 6.33% 37.9% 77 37.66%
HC
5087
Hillman Company
Pennsylvania
$229M +$20.9M +10% 13.5% 134% 14 21.43%
WS
5088
Wela Strategies
Georgia
$229M +$14.7M +7% 6.5% 51.3% 54 11.11%
RHI
5089
Richmond Hill Investments
New York
$229M +$13.6M +6% 5.4% 55.2% 4 0%
BFA
5090
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 6.83% 66.3% 101 6.93%
CCM
5091
Consolidated Capital Management
California
$229M +$20M +10% 7.23% 159% 43 27.91%
GWP
5092
Gen-Wealth Partners
Michigan
$229M +$22M +11% 8.49% 730 21.1%
SM
5093
Sensible Money
Arizona
$229M +$23.8M +12% 6.3% 65% 87 6.9%
CPW
5094
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 6.78% 54.8% 121 33.06%
HPC
5095
Highland Peak Capital
Connecticut
$229M -$57.9M -20% 6.04% 260% 32 65.63%
TCM
5096
TAM Capital Management
Connecticut
$229M +$61.9M +37% 9.14% 4.15% 14 57.14%
TAM
5097
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 8.27% 121% 129 28.68%
MFC
5098
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 6.65% 81.6% 249 15.26%
RFS
5099
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 6.62% 50% 41 4.88%
HVCM
5100
Hel Ved Capital Management
Hong Kong
$228M -$138M -38% 1.79% 1,351% 78 69.23%