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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
RC
5601
Renaissance Capital
Connecticut
$179M -$13.6M -7% 3.87% 410% 60 43.33%
CI
5602
Cordant Inc
Oregon
$179M +$6.49M +4% 0.37% 47% 71 2.82%
MSFP
5603
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 3.39% 92.4% 443 12.19%
NECFA
5604
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 0.52% 55.6% 415 6.99%
IWA
5605
IVC Wealth Advisors
Pennsylvania
$179M +$5.53M +3% 2.02% 70.8% 172 9.3%
RM
5606
RP Management
New York
$179M -$1.32M -0.7% 24.7% 208% 4 25%
FC
5607
Financial Council
Maryland
$179M +$9.72M +6% 4.19% 80% 86 9.3%
CF
5608
CNA Financial
Illinois
$179M -$21.1M -11% 2.23% 48.6% 18 38.89%
NIMC
5609
Nierenberg Investment Management Company
Washington
$179M -$811K -0.5% 1.08% 135% 59 35.59%
BFAG
5610
Blackston Financial Advisory Group
Florida
$179M +$28.1M +19% 4.54% 69.1% 110 68.18%
CCP
5611
Cunning Capital Partners
North Carolina
$179M -$2.12M -1% 2.62% 268% 82 2.44%
MCA
5612
Magnolia Capital Advisors
Mississippi
$179M +$59.1M +49% 0.09% 78.7% 169 73.96%
IC
5613
Immersion Capital
United Kingdom
$179M -$73.8M -29% 3.59% 63.4% 10 20%
VWM
5614
Vivid Wealth Management
Iowa
$179M +$18.7M +12% 3.98% 83 30.12%
I
5615
IMPACTfolio
Colorado
$179M +$13M +8% 2.24% 51.2% 44 29.55%
DFS
5616
Dixon Fnancial Services
California
$178M -$2.22M -1% 0.5% 70% 36 0%
IF
5617
IRON Financial
Illinois
$178M -$1.08M -0.6% 2.19% 51.4% 103 6.8%
CHA
5618
Cooper/Haims Advisors
New York
$178M +$6.26M +4% 3.62% 53.1% 85 5.88%
LODC
5619
Lanham O'Dell & Company
West Virginia
$178M -$19.5M -10% 0.01% 81% 30 20%
FCCM
5620
First City Capital Management
Georgia
$178M -$2.55M -1% 2.46% 76.5% 172 11.63%
SWP
5621
Significant Wealth Partners
Illinois
$178M +$25.6M +17% 2.62% 163 63.19%
EWA
5622
Etesian Wealth Advisors
Oregon
$178M +$3.61M +2% 2.17% 54.8% 118 7.63%
ASM
5623
AI-Squared Management
Hong Kong
$178M +$44.7M +34% 7.47% 32 65.63%
EW
5624
Element Wealth
Mississippi
$178M +$6.81M +4% 1.13% 59.6% 295 10.17%
ORC
5625
O'Rourke & Company
Massachusetts
$178M +$5.42M +3% 3.63% 71.9% 146 5.48%