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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
CFLC
5201
California First Leasing Corp
California
$132M +$889K +0.7% 5.93% 377% 35 34.29%
CPW
5202
Catalyst Private Wealth
California
$132M -$8.86M -6% 3.58% 103% 76 14.47%
RI
5203
Rinkey Investments
California
$132M +$19.1M +17% 4.81% 38.4% 56 48.21%
NCM
5204
Next Capital Management
New York
$132M -$5.28M -4% 4.83% 61.3% 122 13.11%
AFT
5205
Alpha Family Trust
California
$132M -$24.7M -16% 0.59% 198% 63 49.21%
AIA
5206
Arcadia Investment Advisors
Idaho
$132M -$3.87M -3% 5.51% 51.4% 115 21.74%
BMC
5207
Beaton Management Company
Massachusetts
$132M -$8.76M -6% 5.39% 95.9% 130 6.92%
NCM
5208
NCM Capital Management
New Jersey
$132M -$10.6M -7% 5.18% 105% 174 10.34%
DCM
5209
Decatur Capital Management
Georgia
$132M -$3.04M -2% 1.93% 135% 58 5.17%
GIA
5210
Goodwin Investment Advisory
Georgia
$132M +$2.38M +2% 6.1% 60.8% 254 46.46%
MIC
5211
Maxi Investments CY
Cyprus
$132M -$8.11M -6% 6.49% 67.1% 66 22.73%
ACH
5212
Axis Capital Holdings
$132M -$17.2M -12% 5.74% 67% 3 0%
LWMNY
5213
Landmark Wealth Management (New York)
New York
$132M +$53.8M +69% 6.02% 37.9% 69 53.62%
MA
5214
Minerva Advisors
Pennsylvania
$132M -$6.53M -5% 7.44% 166% 66 1.52%
IAM
5215
Infusive Asset Management
New York
$132M -$2.96M -2% 0.07% 33.8% 22 40.91%
CPW
5216
Crestmont Private Wealth
Texas
$132M +$30.9M +31% 4.88% 54.8% 28 32.14%
BHCM
5217
Boulder Hill Capital Management
New York
$132M +$44.2M +50% 0.12% 217 95.39%
AIC
5218
Aurora Investment Counsel
Georgia
$132M -$6.71M -5% 2.82% 31.7% 132 25%
1W
5219
1776 Wealth
Georgia
$132M -$10.8M -8% 4.21% 90.4% 121 10.74%
PM
5220
Plustick Management
Virginia
$132M +$9.63M +8% 13.7% 1,667% 25 16%
AIM
5221
Alhambra Investment Management
Florida
$132M -$6.66M -5% 4.86% 61.5% 144 8.33%
ATWA
5222
Arbor Trust Wealth Advisors
Michigan
$132M -$11.9M -8% 5.49% 63.8% 103 9.71%
TVWM
5223
Tower View Wealth Management
Wisconsin
$131M -$4.6M -3% 4.52% 132% 177 11.3%
AWC
5224
Adamsbrown Wealth Consultants
Kansas
$131M +$4.39M +3% 4.98% 55.8% 91 23.08%
PBF
5225
Petix & Botte Financial
California
$131M -$4.4M -3% 4.55% 47.5% 71 8.45%