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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
MTWM
5526
Masso Torrence Wealth Management
New Jersey
$114M -$11.2M -9% 14.9% 130% 84 14.29%
RH
5527
RFG Holdings
Texas
$114M -$47.4M -29% 12.3% 51.3% 22 22.73%
BOM
5528
Bank of Marin
California
$114M -$23.7M -17% 14.7% 67.1% 130 15.38%
FCG
5529
Financial Connections Group
California
$113M +$14.1M +14% 13.9% 44.4% 323 17.96%
FCFC
5530
First Citizens Financial Corp
Iowa
$113M -$19.7M -15% 12.4% 68.1% 107 10.28%
MCA
5531
Martin Capital Advisors
Texas
$113M -$32.6M -22% 19.8% 117% 64 6.25%
IAP
5532
Indie Asset Partners
Indiana
$113M -$19.8M -15% 3.35% 121% 130 20.77%
RI
5533
Rinkey Investments
California
$113M +$12.1M +12% 14.6% 38.4% 47 27.66%
TWP
5534
Transparent Wealth Partners
Arkansas
$113M -$5.23M -4% 14.7% 60 90%
SCM
5535
Spring Capital Management
Texas
$113M -$10.3M -8% 11.8% 62.6% 31 12.9%
HBT
5536
Heartland Bank & Trust
Illinois
$113M -$19.2M -15% 15% 95.5% 134 6.72%
JCA
5537
January Capital Advisors
California
$113M -$111K -0.1% 4.73% 41 0%
WAC
5538
William Allan Corp
Colorado
$113M -$20.2M -15% 15.8% 50.4% 50 12%
CSCSIM
5539
Clear Sky Carbon Solutions Investment Management
Texas
$112M +$93.9M +510% 15.9% 64 40.63%
BRG
5540
Bay Rivers Group
Virginia
$112M -$26.7M -19% 15.3% 166% 69 15.94%
PIP
5541
PB Investment Partners
California
$112M -$34.8M -24% 25.4% 73.3% 10 20%
DTC
5542
Davidson Trust Company
Washington
$112M -$22.3M -17% 11.6% 54.5% 124 13.71%
MCA
5543
Morris Capital Advisors
Pennsylvania
$112M -$16.7M -13% 12% 72.9% 54 3.7%
PWM
5544
Purus Wealth Management
California
$112M -$32.6M -23% 19% 156% 115 13.04%
CWM
5545
Chicago Wealth Management
Illinois
$112M -$37M -25% 6.07% 110% 49 46.94%
PCM
5546
Prime Capital Management
Hong Kong
$112M -$123M -52% 42.2% 401% 10 50%
RWM
5547
Refined Wealth Management
Utah
$112M -$6.52M -6% 12.6% 76.8% 27 11.11%
CCM
5548
Conway Capital Management
California
$112M -$44.3M -28% 24.4% 154% 63 28.57%
BIM
5549
Bullseye Investment Management
Ohio
$112M -$5.95M -5% 10.7% 43.5% 69 68.12%
CFO
5550
Custos Family Office
Texas
$112M -$11.4M -9% 14.1% 56.2% 30 43.33%