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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
BB
5601
Burford Brothers
Texas
$192M +$19.8M +12% 8.03% 165 13.33%
RWP
5602
Ridgecrest Wealth Partners
California
$192M +$25.7M +15% 6.15% 89.7% 116 12.07%
RCM
5603
Rings Capital Management
Illinois
$192M +$645K +0.3% 11.6% 40.9% 9 33.33%
CWM
5604
Chronos Wealth Management
Florida
$192M +$11.9M +7% 6.49% 86.4% 42 7.14%
MSCM
5605
Marlin Sams Capital Management
New York
$191M +$33.7M +21% 19.5% 53.1% 3 33.33%
VWM
5606
Vivid Wealth Management
Iowa
$191M +$12.9M +7% 5.14% 77 31.17%
CCP
5607
Cunning Capital Partners
North Carolina
$191M +$12.7M +7% 10.4% 268% 80 3.75%
OPPS
5608
Obsidian Personal Planning Solutions
Maryland
$191M +$27.5M +17% 6.47% 58.2% 109 18.35%
CA
5609
Cresta Advisors
Texas
$191M +$22.6M +13% 5.35% 59.1% 50 12%
BWA
5610
BlueChip Wealth Advisors
Georgia
$191M +$21.2M +12% 6.57% 155 13.55%
EH
5611
EMG Holdings
Connecticut
$191M -$12.8M -6% 11.6% 4.17% 42 45.24%
DRP
5612
Decade Renewable Partners
Texas
$191M -$14.4M -7% 12.3% 49 67.35%
BC
5613
Bowman & Company
Wisconsin
$191M +$17.5M +10% 6.44% 59.7% 105 10.48%
WCM
5614
Wisconsin Capital Management
Wisconsin
$190M -$6.89M -3% 1.88% 153% 52 15.38%
ATWA
5615
Arbor Trust Wealth Advisors
Michigan
$190M $0 0% 6.1% 63.8% 100 0%
OCFG
5616
O'Connor Financial Group
Illinois
$190M +$18.4M +11% 5.6% 44.9% 55 5.45%
CIA
5617
Citadel Investment Advisory
Ohio
$190M +$14.3M +8% 8.03% 67.4% 83 3.61%
AIA
5618
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 5.61% 51 13.73%
TSW
5619
Three Seasons Wealth
Utah
$190M +$9.2M +5% 7.48% 156% 119 36.97%
OAS
5620
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 3.72% 192 21.35%
CPSC
5621
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 7.14% 68.8% 120 8.33%
NIWA
5622
New Insight Wealth Advisors
California
$190M +$20.1M +12% 6.97% 93 12.9%
AWMNH
5623
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 5.57% 50.2% 65 9.23%
EFP
5624
Envision Financial Planning
Tennessee
$190M +$59M +45% 5.17% 32.1% 38 26.32%
TCM
5625
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 8.12% 120% 118 7.63%