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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
CCM
5176
Campbell Capital Management
Florida
$260M +$3.24M +1% 12.8% 60 41.67%
FSA
5177
Financial Services Advisory
Maryland
$260M +$52.4M +25% 7.56% 61.8% 72 41.67%
AFG
5178
American Financial Group
Ohio
$259M -$7.15M -3% 9.52% 32.3% 61 3.28%
1W
5179
1776 Wealth
Georgia
$259M +$16.6M +7% 11.9% 87.4% 154 16.23%
CAM
5180
CPA Asset Management
Florida
$259M +$21.5M +9% 6.38% 48.8% 90 8.89%
CWA
5181
Consilium Wealth Advisory
Texas
$259M +$22.2M +9% 7.72% 91.5% 101 11.88%
PSA
5182
Plum Street Advisors
Louisiana
$259M +$32.3M +14% 6.94% 97 16.49%
TLA
5183
Tanglewood Legacy Advisors
Texas
$259M +$15.1M +6% 6.7% 53.1% 288 6.94%
FCMV
5184
Foresite Capital Management VI
California
$259M +$81M +46% 81.5% 21 47.62%
YAG
5185
Yorkville Advisors Global
New Jersey
$259M -$87.1M -25% 16.8% 44 79.55%
AIM
5186
Aspen Investment Management
Michigan
$259M +$21M +9% 6.96% 84.9% 158 12.66%
MC
5187
Muzinich & Co
New York
$259M +$28.4M +12% 6.81% 9.67% 60 36.67%
FCIS
5188
First Citizens Investor Services
North Carolina
$259M 5.87% 23
HRC
5189
Hoertkorn Richard Charles
$259M +$22.4M +9% 10.8% 172% 79 1.27%
WQ
5190
Wealth Quarterback
New Jersey
$259M +$47.6M +23% 9.07% 96.7% 157 13.38%
CCM
5191
Colorado Capital Management
Colorado
$259M +$25.2M +11% 7.54% 53.4% 105 5.71%
GIM
5192
GE Investment Management
Connecticut
$258M +$37.2M +17% 16.8% 4 0%
SCM
5193
Stonehearth Capital Management
Massachusetts
$258M +$16.9M +7% 7.51% 80.7% 98 8.16%
RCA
5194
Ranch Capital Advisors
Florida
$258M +$27.8M +12% 8.55% 82% 158 14.56%
FWMP
5195
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258M +$27M +12% 5.88% 95 2.11%
MPCL
5196
My Personal CFO LLC
Washington
$258M +$38.2M +17% 5.88% 67.3% 159 83.02%
EC
5197
EntryPoint Capital
New York
$258M +$58.7M +29% 6.41% 912 64.8%
MAS
5198
Madden Advisory Services
Florida
$258M +$23.6M +10% 5.99% 44.7% 110 14.55%
VPF
5199
Vantage Point Financial
Illinois
$258M +$30.1M +13% 8.28% 159 9.43%
RSA
5200
River Street Advisors
Illinois
$258M +$25.7M +11% 8.78% 88.8% 168 6.55%