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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
DMBA
5526
Deseret Mutual Benefit Administrators
Utah
$213M +$11.9M +6% 6.18% 51.4% 503 1.19%
CCIA
5527
Cherry Creek Investment Advisors
Colorado
$213M +$21.1M +11% 15.5% 123% 124 18.55%
MI
5528
Moneywise Inc
Virginia
$213M +$24.4M +13% 9.37% 58% 77 31.17%
HIC
5529
Harbor Island Capital
Massachusetts
$213M +$11.2M +6% 15.2% 132% 16 6.25%
CCM
5530
Cobalt Capital Management
New Jersey
$213M +$10M +5% 22.6% 180% 37 70.27%
OWCM
5531
One Wealth Capital Management
Arizona
$213M +$26.6M +14% 16.6% 115 12.17%
VM
5532
VPR Management
Texas
$213M +$7.13M +3% 9.05% 60.8% 64 20.31%
GHA
5533
Granite Harbor Advisors
Texas
$213M +$24.6M +13% 8.72% 55.4% 120 11.67%
PF
5534
Prosperitas Financial
California
$213M +$19.4M +10% 11.8% 63 14.29%
MFP
5535
Meridian Financial Partners
Virginia
$213M +$15.7M +8% 9.26% 73.1% 109 8.26%
HWA
5536
Hillcrest Wealth Advisors
New Jersey
$213M +$10.7M +5% 8% 55% 50 6%
FH
5537
FWG Holdings
Florida
$213M +$9.44M +5% 12.3% 70.6% 115 14.78%
LAM
5538
Lewis Asset Management
California
$213M +$91.7M +76% 14.7% 183 34.43%
LSC
5539
Logan Stone Capital
Illinois
$213M -$2.03M -0.9% 16.8% 34.1% 98 47.96%
QFPS
5540
Quantum Financial Planning Services
Washington
$212M +$29.6M +16% 8.14% 50 32%
RP
5541
Riverwater Partners
Wisconsin
$212M +$17.6M +9% 9.1% 85.5% 219 15.53%
BBW
5542
Blue Barn Wealth
Utah
$212M +$20.5M +11% 8.6% 46.4% 166 15.66%
GPW
5543
Genesis Private Wealth
Virginia
$212M +$23.7M +13% 7.5% 168 22.02%
SHFP
5544
Second Half Financial Partners
Florida
$212M +$10.6M +5% 6.15% 36.8% 98 24.49%
CCC
5545
Compass Capital Corp
Massachusetts
$212M +$21.4M +11% 15.8% 206 24.27%
MAG
5546
Mayfair Advisory Group
Alabama
$212M +$38.8M +22% 7.93% 54.7% 180 15.56%
RA
5547
Ransom Advisory
Rhode Island
$212M +$9.7M +5% 10.8% 343 9.04%
HCM
5548
Hahn Capital Management
California
$212M +$5.32M +3% 3.96% 42.1% 29 3.45%
TM
5549
Thiel Macro
California
$212M +$59M +39% 40% 5 40%
JFG
5550
JDM Financial Group
Texas
$212M +$14.9M +8% 8.89% 51.5% 311 20.9%