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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
WI
5301
WJ Interests
Texas
$215M +$7.74M +4% 0.36% 50.6% 23 30.43%
NL
5302
NKCFO LLC
Illinois
$215M -$12.4M -5% 12.4% 211% 133 57.89%
FFP
5303
Freedom Financial Partners
Minnesota
$215M +$7.44M +4% 1.65% 79 16.46%
CCM
5304
Colorado Capital Management
Colorado
$215M +$8.21M +4% 2.36% 53.4% 103 15.53%
SPA
5305
Sherbrooke Park Advisers
New York
$215M -$98.7M -31% 6.04% 9.59% 988 70.34%
CPM
5306
Crescent Park Management
California
$215M -$46.5M -18% 14.4% 87% 37 8.11%
MAS
5307
Madden Advisory Services
Florida
$215M -$835K -0.4% 1.19% 52.3% 101 1.98%
LSC
5308
Logan Stone Capital
Illinois
$215M -$84.1M -28% 1.45% 43.9% 120 46.67%
MPPW
5309
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$418K +0.2% 1.62% 75.2% 148 3.38%
NFG
5310
Norris Financial Group
South Carolina
$214M +$1.46M +0.7% 1.15% 142% 104 39.42%
RI
5311
Ridgewood Investments
New Jersey
$214M +$6.93M +3% 2.15% 754 15.52%
SCP
5312
Sivia Capital Partners
California
$214M +$13.1M +7% 5.05% 307 38.76%
TDWM
5313
Topel & Distasi Wealth Management
California
$214M -$19.3M -8% 1.28% 40% 79 8.86%
EL
5314
EQ LLC
Washington
$214M +$1.26M +0.6% 0.88% 72.9% 68 13.24%
EPW
5315
Evergreen Private Wealth
Colorado
$214M +$527K +0.2% 0.06% 207 13.04%
CWM
5316
Collaborative Wealth Management
Florida
$214M -$6.53M -3% 1.57% 41.6% 180 5%
BFA
5317
Bluestem Financial Advisors
Illinois
$214M +$1.34M +0.6% 1.1% 39.5% 28 3.57%
SI
5318
Saxon Interests
Texas
$214M -$13.4M -6% 1.9% 73% 209 21.05%
OM
5319
OV Management
Minnesota
$214M -$1.69M -0.8% 7.6% 60 11.67%
LIA
5320
Luken Investment Analytics
Tennessee
$214M -$2.35M -1% 3.09% 47.6% 161 23.6%
AWM
5321
Altus Wealth Management
Kentucky
$214M -$9.99M -4% 3.56% 68.8% 41 0%
AWG
5322
Altus Wealth Group
Colorado
$214M -$12.5M -6% 3.81% 68.6% 148 13.51%
LWA
5323
Lifelong Wealth Advisors
Minnesota
$213M -$9.03M -4% 4.13% 71 11.27%
VU
5324
Valence8 US
Massachusetts
$213M +$5.11M +2% 0.44% 69.9% 10 0%
PW
5325
Potentia Wealth
California
$213M -$11.7M -5% 2.4% 98 9.18%