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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 Avg Holding
Period (Yrs)
RCS Financial Planning
5651
RCS Financial Planning
Maryland
$226M +$24.7M +12% 5.47% 48.2% 94 13.83% 1.7
CWMG
5652
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 5.92% – 63 7.94% 0.2
TenCore Partners
5653
TenCore Partners
New York
$226M +$4.51M +2% 1.63% 50.4% 13 15.38% 3.7
HealthCor Partners Management
5654
HealthCor Partners Management
South Carolina
$225M – – 0% – 1 – 0
Financial Council
5655
Financial Council
Maryland
$225M +$17.9M +9% 8.51% 88.6% 97 6.19% 2.5
Morgan Dempsey Capital Management
5656
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.3M -6% 4.77% 52.1% 164 9.76% 2.9
CCC
5657
Chelsea Counsel Company
California
$225M +$23.5M +12% 16.1% 106% 247 20.65% 3.2
Tumwater Wealth Management
5658
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 7.22% – 39 20.51% 0.7
Lakeridge Wealth Management
5659
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 7.13% – 160 11.25% 1.4
Values Added Financial
5660
Values Added Financial
District of Columbia
$225M +$18.6M +9% 6.61% 65.9% 130 7.69% 1.6
Fortress Wealth Management
5661
Fortress Wealth Management
California
$225M +$17.5M +8% 5.71% 52.1% 75 4% 2.2
Aurelius Family Office
5662
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 5.36% – 49 6.12% 0.7
SIA
5663
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 11.1% 241% 86 0% 2.2
Pilgrim Partners Asia
5664
Pilgrim Partners Asia
Singapore
$225M – – 15.6% – 155 – 0.4
Client First Capital
5665
Client First Capital
California
$224M +$10.9M +5% 5.86% 54.6% 26 26.92% 1.5
I2I
5666
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 4.73% 30.8% 96 10.42% 4.8
FreeGulliver LLC
5667
FreeGulliver LLC
Louisiana
$224M +$5.22M +2% 8.62% – 120 44.17% 0.9
SCA
5668
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 25% 4,519% 64 82.81% 0.1
Glass Wealth Management
5669
Glass Wealth Management
Texas
$224M +$36.5M +19% 14.8% – 58 6.9% 1.4
PFG Private Wealth Management
5670
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 7.67% 52.6% 155 88.39% 0.7
Integrity Wealth Solutions
5671
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 7.67% – 125 16% 1.3
Cresta Advisors
5672
Cresta Advisors
Texas
$224M +$18.9M +9% 7.1% 66.8% 50 10% 2.2
Traveka Wealth
5673
Traveka Wealth
California
$224M +$35.2M +19% 7.84% 78.1% 177 23.16% 1.1
Mid-American Wealth Advisory Group
5674
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 1.61% 14.4% 350 88.86% 1.3
IVC Wealth Advisors
5675
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 7% 81.9% 191 13.09% 2.8