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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
BBW
5501
Blue Barn Wealth
Utah
$180M +$258K +0.1% 0.15% 46.4% 149 16.78%
SRWM
5502
Shira Ridge Wealth Management
California
$179M +$4.74M +3% 3.14% 64.9% 77 7.79%
CCM
5503
Colorado Capital Management
Colorado
$179M +$6.44M +4% 1.94% 53.4% 99 11.11%
CPSC
5504
Carl P. Sherr & Co
Massachusetts
$179M +$1.93M +1% 2.59% 61.4% 121 4.13%
WWP
5505
Walden Wealth Partners
Ohio
$179M +$6.86M +4% 2.61% 93 7.53%
RC
5506
Renaissance Capital
Connecticut
$179M -$13.6M -7% 3.87% 248% 60 43.33%
CI
5507
Cordant Inc
Oregon
$179M +$6.49M +4% 0.37% 47% 71 2.82%
MSFP
5508
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 3.39% 85.8% 443 12.19%
NECFA
5509
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 0.52% 55.6% 415 6.99%
IWA
5510
IVC Wealth Advisors
Pennsylvania
$179M +$5.53M +3% 2.02% 70.8% 172 9.3%
RM
5511
RP Management
New York
$179M -$1.32M -0.7% 24.7% 208% 4 25%
FC
5512
Financial Council
Maryland
$179M +$9.72M +6% 4.19% 63.8% 86 9.3%
CF
5513
CNA Financial
Illinois
$179M -$21.1M -11% 2.23% 50.5% 18 38.89%
NIMC
5514
Nierenberg Investment Management Company
Washington
$179M -$811K -0.5% 1.08% 167% 59 35.59%
BFAG
5515
Blackston Financial Advisory Group
Florida
$179M +$28.1M +19% 4.54% 58.9% 110 68.18%
CCP
5516
Cunning Capital Partners
North Carolina
$179M -$2.12M -1% 2.62% 180% 82 2.44%
MCA
5517
Magnolia Capital Advisors
Mississippi
$179M +$59.1M +49% 0.09% 64.9% 169 73.96%
IC
5518
Immersion Capital
United Kingdom
$179M -$73.8M -29% 3.59% 63.4% 10 20%
VWM
5519
Vivid Wealth Management
Iowa
$179M +$18.7M +12% 3.98% 83 30.12%
I
5520
IMPACTfolio
Colorado
$179M +$13M +8% 2.24% 51.2% 44 29.55%
DFS
5521
Dixon Fnancial Services
California
$178M -$2.22M -1% 0.5% 70% 36 0%
IF
5522
IRON Financial
Illinois
$178M -$1.08M -0.6% 2.19% 51.4% 103 6.8%
CHA
5523
Cooper/Haims Advisors
New York
$178M +$6.26M +4% 3.62% 41.9% 85 5.88%
LODC
5524
Lanham O'Dell & Company
West Virginia
$178M -$19.5M -10% 0.01% 81% 30 20%
FCCM
5525
First City Capital Management
Georgia
$178M -$2.55M -1% 2.46% 76.5% 172 11.63%