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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
SFP
5551
Strategic Financial Partners
Oregon
$232M +$550K +0.2% 1.56% 43% 88 13.64%
SM
5552
Samjo Management
New York
$231M -$27.4M -11% 7.5% 61 18.03%
BIM
5553
Brentview Investment Management
Illinois
$231M +$10.1M +5% 3% 70 15.71%
CSA
5554
Cottage Street Advisors
Massachusetts
$231M -$5.27M -2% 0.53% 91.4% 147 8.84%
CBOA
5555
Commonwealth Bank of Australia
Australia
$231M -$279M -55% 54.7% 2 0%
CFS
5556
Compass Financial Services
Iowa
$231M -$1.14M -0.5% 1.53% 297 82.15%
MWM
5557
Massachusetts Wealth Management
Massachusetts
$231M +$15.8M +7% 7.05% 77.9% 99 7.07%
MIM
5558
Meros Investment Management
Texas
$231M -$21.4M -9% 2.22% 52.4% 57 24.56%
CP
5559
Catalys Pacific
Japan
$231M -$79.8M -26% 25.9% 2 0%
CPL
5560
Corecam Pte Ltd
$231M +$38.3M +20% 5.48% 88 57.95%
PWA
5561
Prairie Wealth Advisors
Nebraska
$231M -$4.9M -2% 0.52% 151 1.32%
CC
5562
Citrine Capital
California
$231M +$15.2M +7% 4% 61 29.51%
RF
5563
rebel Financial
Ohio
$231M -$3.44M -1% 1.17% 69 11.59%
CFC
5564
Client First Capital
California
$231M -$6.71M -3% 1.5% 49.6% 32 28.13%
ERFOTCOFW
5565
Employees Retirement Fund of the City of Fort Worth
Texas
$230M +$6.97M +3% 0.83% 32.5% 21 4.76%
IWA
5566
IVC Wealth Advisors
Pennsylvania
$230M +$392K +0.2% 0.21% 70.8% 188 12.77%
WF
5567
Wayfinding Financial
Washington
$230M -$5.91M -2% 1.94% 58.7% 168 14.88%
DWM
5568
Dogwood Wealth Management
Kansas
$230M +$3.06M +1% 0.07% 925 26.81%
PBC
5569
Pavion Blue Capital
California
$230M -$10.6M -4% 1.13% 67.6% 115 13.04%
FOR
5570
Family Office Research
Maryland
$230M -$14.5M -6% 0.49% 85 21.18%
CCIA
5571
Cherry Creek Investment Advisors
Colorado
$230M -$3.71M -2% 0.4% 123% 131 16.03%
TRIA
5572
Trail Ridge Investment Advisors
Colorado
$230M -$2.47M -1% 0.38% 68.2% 106 9.43%
MPWS
5573
McCarter Private Wealth Services
Massachusetts
$230M +$7.51M +3% 2.15% 177 16.38%
AFO
5574
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 1.03% 48 2.08%
SCM
5575
Soros Capital Management
New York
$230M -$151M -40% 10.1% 422% 64 37.5%