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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
CWA
5401
Crux Wealth Advisors
California
$289M +$27.9M +11% 11.5% 200 13.5%
FH
5402
FWG Holdings
Florida
$288M +$23.4M +9% 20.4% 91.6% 145 26.21%
RCS
5403
Retirement Capital Strategies
California
$288M +$23.4M +9% 11.3% 59% 71 16.9%
5VM
5404
5AM Venture Management
California
$288M -$72.3M -20% 23% 546% 20 20%
TA
5405
TKG Advisors
Indiana
$288M +$46M +19% 22.9% 104% 104 24.04%
APW
5406
Alliance Private Wealth
Massachusetts
$288M +$9.54M +3% 13.5% 82 2.44%
IAMOG
5407
Investors Asset Management of Georgia
Georgia
$288M +$43.3M +18% 28.6% 113% 195 6.67%
MP
5408
Maestria Partners
Georgia
$288M +$13.5M +5% 28.3% 14 7.14%
OL
5409
Owen LaRue
Kentucky
$288M +$27M +10% 13.8% 126% 151 21.85%
CFG
5410
Cambridge Financial Group
Ohio
$287M +$20M +7% 13.8% 34 5.88%
MPAM
5411
Murphy Pohlad Asset Management
Minnesota
$287M +$8.17M +3% 10.7% 75.1% 145 14.48%
QFW
5412
QTR Family Wealth
Florida
$287M +$46.9M +20% 23.7% 369 30.89%
OCM
5413
Ogborne Capital Management
California
$287M +$90.1M +46% 34.6% 251% 20 80%
PCM
5414
Pavaki Capital Management
Colorado
$287M +$51.4M +22% 11.9% 177 19.77%
RSC
5415
Red Spruce Capital
Pennsylvania
$287M +$43.2M +18% 24.6% 93.3% 99 10.1%
MC
5416
Metavasi Capital
New York
$287M +$10.4M +4% 55.5% 840% 33 60.61%
SRWM
5417
Shira Ridge Wealth Management
California
$287M +$33.9M +13% 14.9% 64.9% 89 17.98%
ORC
5418
O'Rourke & Company
Massachusetts
$287M +$33.9M +13% 12.7% 71.9% 180 6.67%
AWMT
5419
AAFMAA Wealth Management & Trust
North Carolina
$286M +$28.7M +11% 14.9% 58.8% 101 10.89%
TWM
5420
Trueblood Wealth Management
Ohio
$286M +$30.8M +12% 15.5% 272 9.93%
BFA
5421
Brown Financial Advisors
Ohio
$286M +$22.3M +8% 12.2% 234 20.09%
SMTF
5422
Sphera Management Technology Funds
Israel
$286M +$109M +61% 46% 94 50%
GCP
5423
Garda Capital Partners
Minnesota
$286M -$98.6M -26% 13.9% 9.15% 23 82.61%
LIA
5424
Luken Investment Analytics
Tennessee
$286M +$24.8M +10% 14.1% 47.6% 172 8.72%
PF
5425
Penney Financial
Texas
$286M +$25.4M +10% 9.09% 55 16.36%