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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
BFA
5276
BMS Financial Advisors
South Dakota
$157M +$73K +0% 3.95% 110 22.73%
CWM
5277
Chronos Wealth Management
Florida
$157M -$7.84M -5% 1.82% 86.4% 47 14.89%
CCM
5278
Clearfield Capital Management
New York
$157M -$30.5M -16% 1.22% 177% 7 42.86%
XXIP
5279
Xiamen Xinweidachuang Investment Partnership
China
$157M -$64M -29% 19.6% 28.5% 1 0%
MPPW
5280
Mitchell & Pahl Private Wealth
Oklahoma
$157M +$1.04M +0.7% 0.95% 75.2% 176 10.23%
LSA
5281
Lansing Street Advisors
Pennsylvania
$157M 2.91% 302
AFC
5282
AFT Forsyth & Company
Florida
$157M -$37.9M -19% 7.09% 122% 165 15.15%
OFG
5283
OTA Financial Group
New York
$157M +$10.7M +7% 70.5% 320% 147 78.23%
EA
5284
Eclectic Associates
California
$157M +$582K +0.4% 4.48% 49.7% 79 11.39%
HFS
5285
Horizon Financial Services
North Carolina
$157M -$7.87M -5% 5.29% 39.5% 126 57.14%
ACM
5286
Arthedge Capital Management
New York
$157M -$55.4M -26% 19.4% 86.1% 18 11.11%
FMTCOCP
5287
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157M +$3.61M +2% 0.34% 60.9% 353 18.7%
AIC
5288
Aurora Investment Counsel
Georgia
$157M -$11.5M -7% 3.74% 23.4% 137 21.9%
SHWM
5289
Silicon Hills Wealth Management
Texas
$157M -$4.76M -3% 3.77% 30.9% 121 16.53%
CWMU
5290
Caliber Wealth Management (Utah)
Utah
$157M +$11.9M +8% 2.3% 36.5% 68 13.24%
AIC
5291
Argus Investors Counsel
New York
$157M -$9.59M -6% 5.39% 92.3% 100 13%
RCAP
5292
Resolute Capital Asset Partners
Colorado
$157M +$3.37M +2% 5.12% 637% 64 73.44%
WFS
5293
Weitzel Financial Services
Iowa
$157M -$9.01M -5% 4.87% 42.4% 34 8.82%
PCM
5294
Pointe Capital Management
Michigan
$157M -$7.63M -5% 0.5% 57.6% 159 5.66%
NVPX
5295
Norwest Venture Partners XII
California
$157M -$101M -39% 36.1% 3 33.33%
RFG
5296
Range Financial Group
Oregon
$156M +$4.74M +3% 2.37% 188% 189 23.81%
CI
5297
Carroll Investors
South Carolina
$156M -$19.9M -11% 9.71% 173% 223 28.25%
AC
5298
Applied Capital
Arkansas
$156M +$30.8M +25% 4.93% 52.6% 65 35.38%
QCIG
5299
Quad-Cities Investment Group
Iowa
$156M -$3.75M -2% 2.03% 61% 199 13.57%
LCM
5300
LRT Capital Management
Texas
$156M +$24.9M +19% 6.88% 43.4% 79 50.63%