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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
RCM
5676
Regency Capital Management
Hawaii
$224M -$16.9M -7% 4.07% 82.1% 77 41.56%
CWA
5677
Cura Wealth Advisors
Illinois
$223M -$40.4M -15% 7.3% 154 26.62%
CAIM
5678
Catherine Avery Investment Management
Florida
$223M +$56.5M +34% 5.18% 159 32.08%
FC
5679
Family CFO
California
$223M -$338K -0.2% 1.49% 84% 92 60.87%
IWMWV
5680
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$244K +0.1% 0.06% 35.2% 32 31.25%
ACM
5681
Azarias Capital Management
Pennsylvania
$223M -$5.28M -2% 5.28% 93.1% 28 25%
ATC
5682
Advantage Trust Company
Kansas
$223M +$1.12M +0.5% 1.42% 125 4%
E
5683
EntreWealth
Texas
$223M +$1.2M +0.5% 0.4% 109 16.51%
EF
5684
Elite Financial
Idaho
$223M +$3.2M +1% 0.1% 54 0%
VIPI
5685
Vista Investment Partners II
Indiana
$223M -$9.31M -4% 0.24% 177 26.55%
MAM
5686
Mainsail Asset Management
Alabama
$223M -$10.7M -5% 2.63% 125 25.6%
DFS
5687
Dixon Fnancial Services
California
$223M -$2.82M -1% 1.27% 70% 47 8.51%
AWM
5688
Ariadne Wealth Management
California
$223M -$19.3M -8% 2.01% 275 14.91%
SCM
5689
Sterneck Capital Management
Missouri
$223M +$643K +0.3% 1.5% 61.5% 118 9.32%
WWM
5690
Walser Wealth Management
Florida
$223M +$33M +17% 4.99% 210 41.9%
CAM
5691
Cobblestone Asset Management
Virginia
$222M -$391K -0.2% 2.4% 50.6% 83 27.71%
FAG
5692
Fortitude Advisory Group
Washington
$222M -$13.6M -6% 0.06% 131% 240 15.42%
NI
5693
Navi International
Brazil
$222M +$17.4M +8% 3.28% 21 42.86%
FWP
5694
Flatrock Wealth Partners
California
$222M +$13.9M +7% 1.91% 188 22.87%
GPFA
5695
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 2.66% 394 22.08%
BAM
5696
Beaumont Asset Management
Texas
$222M +$22.1M +11% 3.13% 64.3% 76 6.58%
DC
5697
Darrow Company
Massachusetts
$222M -$357K -0.2% 2.38% 41.1% 59 5.08%
SHFP
5698
Second Half Financial Partners
Florida
$222M -$3.14M -1% 1.84% 36.8% 120 35%
EMCIP
5699
Ewing Morris & Co Investment Partners
Ontario, Canada
$222M -$7.17M -3% 2.1% 51.6% 104 29.81%
DG
5700
Diesslin Group
Texas
$222M -$29.6M -12% 0.69% 57 12.28%