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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
CCMW
5501
Cypress Capital Management (Wyoming)
Wyoming
$129M +$15.9M +14% 11.3% 161% 332 19.58%
RFO
5502
RiverGlades Family Offices
Florida
$129M +$6.33M +5% 5.66% 81 4.94%
CWP
5503
Corepath Wealth Partners
Arizona
$129M +$15.5M +14% 4.09% 56% 38 5.26%
CBCM
5504
Cook & Bynum Capital Management
Alabama
$129M +$6.59M +5% 10.8% 46.8% 5 0%
AIM
5505
Axiom Investment Management
New York
$129M +$6.08M +5% 9.85% 213 34.74%
CG
5506
Cynosure Group
Utah
$129M +$1.37M +1% 7.83% 56.8% 21 4.76%
FIG
5507
Freed Investment Group
Massachusetts
$129M +$14.3M +12% 10.4% 15 6.67%
KCA
5508
Karn Couzens & Associates
Connecticut
$129M +$17.5M +16% 6.04% 76 18.42%
WOSD
5509
WFA of San Diego
California
$129M +$8.4M +7% 6.07% 99 16.16%
SHWM
5510
Silicon Hills Wealth Management
Texas
$129M +$18.3M +17% 7.19% 30.9% 95 16.84%
NPI
5511
New Perspectives Inc
Mississippi
$129M 6.3% 23
CWM
5512
CCG Wealth Management
California
$129M +$27.2M +27% 4.31% 82.6% 92 19.57%
C
5513
Clearshares
New York
$129M +$5.18M +4% 4.45% 37 8.11%
CIA
5514
Cohen Investment Advisors
New Hampshire
$129M +$5.51M +4% 8.94% 76.2% 77 0%
TCMP
5515
Thrive Capital Management (Pennsylvania)
Pennsylvania
$129M +$21.6M +20% 4.59% 58.2% 115 13.04%
AWA
5516
AmeriServ Wealth Advisors
Pennsylvania
$128M +$11.8M +10% 8.59% 73 13.7%
DTC
5517
Davidson Trust Company
Washington
$128M +$9.26M +8% 5.82% 64.6% 125 16%
EW
5518
Element Wealth
Mississippi
$128M +$7.86M +7% 5.85% 59.6% 182 8.79%
PWM
5519
Peterson Wealth Management
Nevada
$128M +$10.3M +9% 6.23% 78% 65 36.92%
ASBI
5520
American State Bank (Iowa)
Iowa
$128M +$10.9M +9% 7.05% 138% 292 1.71%
TWM
5521
Trinity Wealth Management
Pennsylvania
$128M +$12.6M +11% 5.83% 53.5% 31 25.81%
AAM
5522
American Asset Management
Florida
$128M +$12.3M +11% 5.43% 42.5% 9 11.11%
ICMP
5523
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$14.2M +12% 5.39% 38.3% 85 25.88%
SA
5524
swisspartners Advisors
Switzerland
$128M +$14.9M +13% 4.05% 73.2% 38 39.47%
HC
5525
Hatton Consulting
Arizona
$128M +$18.7M +17% 3.71% 50 32%