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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
CFC
5576
Client First Capital
California
$231M -$6.71M -3% 1.5% 49.6% 32 28.13%
ERFOTCOFW
5577
Employees Retirement Fund of the City of Fort Worth
Texas
$230M +$6.97M +3% 0.83% 31.5% 21 4.76%
IWA
5578
IVC Wealth Advisors
Pennsylvania
$230M +$392K +0.2% 0.21% 70.8% 188 12.77%
WF
5579
Wayfinding Financial
Washington
$230M -$5.91M -2% 1.94% 58.7% 168 14.88%
DWM
5580
Dogwood Wealth Management
Kansas
$230M +$3.06M +1% 0.07% 925 26.81%
PBC
5581
Pavion Blue Capital
California
$230M -$10.6M -4% 1.13% 77.6% 115 13.04%
FOR
5582
Family Office Research
Maryland
$230M -$14.5M -6% 0.49% 85 21.18%
CCIA
5583
Cherry Creek Investment Advisors
Colorado
$230M -$3.71M -2% 0.4% 140% 131 16.03%
TRIA
5584
Trail Ridge Investment Advisors
Colorado
$230M -$2.47M -1% 0.38% 68.2% 106 9.43%
MPWS
5585
McCarter Private Wealth Services
Massachusetts
$230M +$7.51M +3% 2.15% 177 16.38%
AFO
5586
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 1.03% 48 2.08%
SCM
5587
Soros Capital Management
New York
$230M -$151M -40% 10.1% 422% 64 37.5%
HP
5588
Haven Private
Florida
$230M +$1.09M +0.5% 0.67% 178 16.29%
CIS
5589
Custom Index Systems
New York
$230M +$3.14M +1% 3.6% 292 31.51%
BPFA
5590
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 1.36% 79.7% 163 16.56%
CCM
5591
Cloud Capital Management
Washington
$229M +$17.7M +8% 1.02% 118 23.73%
CCP
5592
Cane Capital Partners
Louisiana
$229M -$25.1M -10% 5.06% 167 35.33%
AIA
5593
Alternative Investment Advisors
Florida
$229M -$3.19M -1% 3.5% 81 27.16%
NWP
5594
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 1.72% 73 35.62%
HI
5595
Harper Investing
California
$229M -$3.18M -1% 3.32% 53.4% 77 18.18%
TCA
5596
Taconic Capital Advisors
New York
$229M -$123M -35% 15.8% 249% 32 68.75%
SSW
5597
Smith Shellnut Wilson
Mississippi
$229M -$31.7M -12% 0.93% 90.2% 150 8%
GHA
5598
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 2.18% 61.5% 135 11.85%
NIA
5599
NBZ Investment Advisors
Tennessee
$229M -$722K -0.3% 2.31% 77 16.88%
TPCM
5600
Two Point Capital Management
New York
$229M -$17.8M -7% 3.22% 28 10.71%