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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
MFC
5226
Morris Financial Concepts
South Carolina
$195M +$20.4M +12% 6.32% 56.5% 174 12.07%
CB
5227
Centennial Bank
Arkansas
$195M +$28.1M +17% 7.24% 56.6% 341 7.04%
CG
5228
Castellan Group
Kentucky
$195M +$34.3M +21% 24.7% 196% 69 31.88%
CPWM
5229
Cypress Point Wealth Management
Texas
$195M +$60.7M +45% 12.2% 226% 72 26.39%
BFS
5230
Burrus Financial Services
Utah
$195M +$5.83M +3% 3.41% 30.2% 10 10%
ST
5231
Skorpios Trust
Cyprus
$195M +$119M +156% 157% 174% 2 0%
LI
5232
Latigo Investments
Florida
$195M +$14M +8% 7.02% 45.2% 20 5%
GCM
5233
Gator Capital Management
Florida
$195M +$14.1M +8% 9.17% 201% 66 9.09%
CI
5234
Chartist Inc
California
$195M +$11.1M +6% 9.58% 29 17.24%
SM
5235
Selkirk Management
New Jersey
$195M +$47M +32% 24.9% 268% 15 6.67%
DMC
5236
DSC Meridian Capital
New York
$195M -$8.79M -4% 0.13% 13 30.77%
ORG
5237
Optimist Retirement Group
Washington
$195M +$40.8M +26% 12.2% 110 36.36%
I2I
5238
Insight 2811 Inc
Illinois
$195M +$11.3M +6% 3.29% 22.2% 84 5.95%
KC
5239
Kinloch Capital
Virginia
$195M +$37.3M +24% 6.61% 48.9% 79 17.72%
RFS
5240
Retirement Financial Solutions
Tennessee
$195M +$18M +10% 5.33% 40.6% 47 14.89%
FOA
5241
Five Oceans Advisors
California
$195M +$15.8M +9% 8.44% 78.8% 198 13.13%
BPM
5242
Blue Pool Management
Hong Kong
$194M -$60.1M -24% 2.38% 72.8% 2 0%
TC
5243
Taika Capital
Florida
$194M +$19.6M +11% 12.5% 68.3% 67 67.16%
IVMX
5244
Institutional Venture Management XV
California
$194M -$11.6M -6% 20.7% 36.3% 5 0%
FWM
5245
Fortress Wealth Management
California
$194M +$10.6M +6% 5.48% 52.1% 71 15.49%
CWG
5246
Crown Wealth Group
North Carolina
$194M +$27.9M +17% 10.5% 86.2% 121 29.75%
LD
5247
Lipe & Dalton
New York
$194M +$9.69M +5% 5.94% 89.6% 111 10.81%
BFS
5248
Burkett Financial Services
South Carolina
$194M +$14.4M +8% 7.66% 204 4.41%
IA
5249
IMZ Advisory
Florida
$194M +$8.41M +5% 8.01% 34 11.76%
CFO
5250
Custos Family Office
Texas
$194M +$1.39M +0.7% 6.64% 56.2% 49 14.29%