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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
ASBI
5501
American State Bank (Iowa)
Iowa
$144M -$146K -0.1% 3.08% 138% 299 1.67%
CPC
5502
Consolidated Planning Corp
Georgia
$144M -$10.9M -7% 5.13% 82.3% 65 9.23%
CG
5503
Castellan Group
Kentucky
$144M -$171K -0.1% 4.04% 196% 76 26.32%
CAAM
5504
Cornerstone Advisors Asset Management
Pennsylvania
$144M +$12.5M +9% 3.1% 32.7% 65 16.92%
MMX
5505
MV Management XI
California
$144M -$87.4M -38% 35.8% 4 0%
RCM
5506
Ravenstone Capital Management
$144M -$15.6M -10% 9.2% 51.3% 71 45.07%
ETCM
5507
Evolutionary Tree Capital Management
Virginia
$144M -$64.4M -31% 20.7% 100% 46 28.26%
HWM
5508
Heirloom Wealth Management
Colorado
$144M +$27.2M +23% 1.19% 68.2% 39 41.03%
LI
5509
Latigo Investments
Florida
$144M -$6.07M -4% 3.64% 45.2% 16 0%
XI
5510
XXEC Inc
Oklahoma
$144M +$26.6M +23% 9.84% 24.2% 25 8%
DJYG
5511
David J. Yvars Group
Florida
$144M -$18.2M -11% 5.8% 125% 97 34.02%
CFCI
5512
Comprehensive Financial Consultants Institutional
Indiana
$144M -$12.2M -8% 0.45% 70.2% 533 72.98%
CWP
5513
Corepath Wealth Partners
Arizona
$144M +$3.98M +3% 4.58% 56% 40 10%
PAG
5514
Powers Advisory Group
Illinois
$144M +$1.84M +1% 2.99% 37.5% 93 4.3%
BMCM
5515
Burns Matteson Capital Management
New York
$144M -$3.56M -2% 3.37% 144% 157 43.95%
MAM
5516
McCarthy Asset Management
California
$144M -$1.79M -1% 4.48% 40.1% 346 5.49%
SNBOSD
5517
Security National Bank of So Dak
Iowa
$144M -$4.92M -3% 1.81% 58.9% 111 14.41%
CWG
5518
Crown Wealth Group
North Carolina
$144M +$35.8M +33% 3.72% 86.2% 125 68.8%
IPW
5519
Intergy Private Wealth
Colorado
$143M +$15.4M +12% 6.53% 67.6% 55 23.64%
CC
5520
Coann Capital
Connecticut
$143M -$39.8M -22% 3.58% 27 66.67%
PS
5521
Planned Solutions
California
$143M -$6.16M -4% 1.78% 60.8% 82 18.29%
CTFG
5522
Capstone Triton Financial Group
Oklahoma
$143M +$93.7M +189% 4.4% 124 47.58%
PFA
5523
Plotkin Financial Advisors
Maryland
$143M -$15.1M -10% 8.32% 71.1% 94 22.34%
BI
5524
Berkeley Inc
Idaho
$143M -$7.11M -5% 4.57% 40.9% 96 8.33%
BCM
5525
Brightline Capital Management
Florida
$143M -$19.8M -12% 41% 778% 14 42.86%