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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
CFGA
5176
Cambridge Financial Group (Arizona)
Arizona
$234M -$6.42M -3% 1.97% 135 8.15%
CH
5177
CVS Health
Rhode Island
$234M +$3.54M +2% 2.13% 48.7% 5 40%
M
5178
Murchinson
Ontario, Canada
$234M -$134M -37% 10.6% 107% 107 74.77%
MFG
5179
Monte Financial Group
Connecticut
$234M -$7.6M -3% 1.83% 57.9% 87 8.05%
WAOTB
5180
Wealth Advisors of Tampa Bay
Florida
$234M -$6.11M -3% 3.73% 86.2% 89 4.49%
HIM
5181
HGC Investment Management
Ontario, Canada
$234M -$9.27M -4% 4.22% 33.2% 113 45.13%
TDWM
5182
Topel & Distasi Wealth Management
California
$233M -$7.74M -3% 1.76% 40% 78 0%
ECA
5183
Elevation Capital Advisory
Oregon
$233M +$6.87M +3% 2.56% 80 66.25%
CWM
5184
Capital Wealth Management
Rhode Island
$233M -$80.6K -0% 2.04% 46.7% 44 15.91%
NCM
5185
Northwest Capital Management
Oregon
$233M -$44.2M -16% 0.82% 57% 467 8.99%
MFC
5186
Morris Financial Concepts
South Carolina
$233M +$388K +0.2% 0.03% 56.5% 197 8.63%
LFA
5187
LifeGuide Financial Advisors
Pennsylvania
$233M -$1.3M -0.6% 4.78% 31% 43 6.98%
DP
5188
Diadema Partners
New Jersey
$233M 9.46% 107
SIC
5189
Samalin Investment Counsel
New York
$233M +$3.2M +1% 0.75% 62.8% 322 20.5%
WF
5190
Warner Financial
Maryland
$233M +$7.13M +3% 0.68% 62.1% 119 9.24%
LK
5191
Lumbard & Kellner
New Hampshire
$233M +$5.69M +3% 6.87% 137% 84 11.9%
BCM
5192
Bond Capital Management
California
$233M +$25.4M +12% 15.9% 47.5% 5 0%
GWP
5193
Gen-Wealth Partners
Michigan
$233M +$3.64M +2% 0.58% 694 11.67%
SIM
5194
Synergy Investment Management
Florida
$233M 0.32% 636
VSI
5195
Verde Servicos Internacionais
Brazil
$232M +$16.8M +8% 8.41% 120% 51 66.67%
WFA
5196
WMG Financial Advisors
Tennessee
$232M +$10.9M +5% 0.47% 68% 189 15.87%
MPAM
5197
Murphy Pohlad Asset Management
Minnesota
$232M -$8.28M -3% 1.96% 75.1% 124 6.45%
1M
5198
1248 Management
Missouri
$232M 2.79% 75
WS
5199
Wela Strategies
Georgia
$232M +$2.63M +1% 4.45% 51.3% 76 61.84%
JWBC
5200
John W. Brooker & Co
California
$232M +$14M +6% 0.55% 38.4% 78 7.69%