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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
CGH
5576
CMG Global Holdings
Texas
$155M +$21.4M +16% 9.95% 79.4% 88 7.95%
IWA
5577
IVC Wealth Advisors
Pennsylvania
$155M +$10.1M +7% 7.99% 70.8% 144 11.81%
CPC
5578
Consolidated Planning Corp
Georgia
$155M +$1.22M +0.8% 9.63% 82.3% 506 87.55%
BC
5579
Birchview Capital
Vermont
$155M +$8.11M +6% 4.03% 327% 70 12.86%
WA
5580
Watchtower Advisors
Connecticut
$155M 13.9% 384% 18
PI
5581
Pachira Investments
California
$155M +$14.4M +10% 7.24% 72.6% 33 9.09%
WWM
5582
Wolff Wiese Magana
California
$155M +$13M +9% 10.1% 136% 887 11.61%
LW
5583
Libra Wealth
California
$155M 3.83% 58.2% 28
BWM
5584
Benchmark Wealth Management
Connecticut
$155M +$12.5M +9% 6.37% 42.7% 48 6.25%
SHI
5585
SV Health Investors
Massachusetts
$155M -$49.7M -24% 14.5% 97.4% 9 44.44%
CBT
5586
CoreFirst Bank & Trust
Kansas
$155M +$10.3M +7% 11.6% 61.4% 448 6.92%
OCA
5587
Otter Creek Advisors
Florida
$155M -$33.7M -18% 6.53% 173% 55 52.73%
NPP
5588
New Potomac Partners
Maryland
$154M +$9.52M +7% 7.98% 37.2% 67 13.43%
MWM
5589
McNaughton Wealth Management
California
$154M +$13M +9% 4.8% 50.3% 51 7.84%
BAM
5590
Byrne Asset Management
New Jersey
$154M 9.09% 116% 531
SFI
5591
Sonic Fund II
Hawaii
$154M -$22.6M -13% 6.55% 119% 32 28.13%
CWA
5592
Consilium Wealth Advisory
Texas
$154M 8.43% 118% 87
II
5593
INCA Investments
Florida
$154M -$61.7M -29% 0.99% 128% 10 20%
HCM
5594
Highview Capital Management
Illinois
$154M 12.6% 123% 104
RCP
5595
Rho Capital Partners
New York
$154M -$25.3M -14% 12.1% 5 0%
EGVF
5596
ESA Global Value Fund
Cayman Islands
$154M +$5.42M +4% 3.76% 5 0%
AFG
5597
Affinia Financial Group
Massachusetts
$154M -$2.81M -2% 8.59% 37.5% 34 11.76%
RCA
5598
Ranch Capital Advisors
Florida
$154M -$6.33M -4% 11.2% 92.6% 654 75.99%
IP
5599
Ignite Planners
California
$154M 9.04% 73.8% 173
WCFA
5600
Walkner Condon Financial Advisors
Wisconsin
$154M -$49.5M -24% 3.75% 56.8% 174 49.43%