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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
FC
5476
Financial Council
Maryland
$194M +$2.08M +1% 0.6% 63.8% 94 6.38%
BWA
5477
Boulder Wealth Advisors
Colorado
$194M +$10M +5% 1.93% 28 7.14%
SIAS
5478
Summit Investment Advisory Services
Minnesota
$194M +$5.41M +3% 0.89% 68.3% 73 6.85%
CCC
5479
Chelsea Counsel Company
California
$194M -$9.17M -5% 0.19% 94.6% 205 7.32%
BAM
5480
Bellevue Asset Management
Washington
$194M -$987K -0.5% 1.17% 51% 508 13.39%
BC
5481
Bowman & Company
Wisconsin
$194M +$3M +2% 0.73% 59.7% 109 12.84%
LWM
5482
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 0.27% 160 9.38%
LA
5483
Lane & Associates
New Jersey
$194M +$9.88M +5% 0.27% 126 14.29%
EFP
5484
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 2.52% 46 21.74%
SWM
5485
Shelton Wealth Management
Texas
$193M +$9.23M +5% 2.02% 88% 167 40.12%
FIA
5486
FNY Investment Advisers
New York
$193M -$14.3M -7% 2.38% 307% 1,026 64.72%
TCG
5487
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 2.48% 495 16.97%
BI
5488
Berkeley Inc
Idaho
$193M -$150M -44% 0.62% 40.9% 69 10.14%
RF
5489
RHS Financial
California
$193M -$5.36M -3% 2.69% 47.5% 149 19.46%
KCM
5490
KM Capital Management
Texas
$193M +$6.08M +3% 0.4% 50.5% 48 14.58%
EECFX
5491
EnCap Energy Capital Fund X
Texas
$193M -$37.7M -16% 16.3% 1 0%
SWP
5492
Significant Wealth Partners
Illinois
$193M -$14K -0% 3.91% 124 67.74%
BCP
5493
Blackhawk Capital Partners
Wisconsin
$193M +$5.88M +3% 4.9% 87.2% 146 27.4%
TS
5494
TradeWell Securities
Indiana
$193M 4.96% 39
BCA
5495
Ballentine Capital Advisors
South Carolina
$193M -$6.33M -3% 2.74% 29 0%
GCM
5496
Granby Capital Management
Florida
$193M -$289K -0.1% 0.87% 40.9% 23 17.39%
RTL
5497
Red Tortoise LLC
Georgia
$193M -$7.62M -4% 4.14% 43.7% 621 15.14%
CCP
5498
Clarity Capital Partners
California
$193M +$23.5M +14% 25.3% 143 16.08%
CIA
5499
Citadel Investment Advisory
Ohio
$193M +$2.76M +1% 1.75% 67.4% 83 3.61%
CI
5500
Chartist Inc
California
$193M -$1.7M -0.9% 2.13% 25 0%