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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
WMP
5701
Wealth Management Partners
Arizona
$140M -$5.32M -4% 4.14% 179% 122 22.13%
CS
5702
Capital Square
Tennessee
$140M -$4.56M -3% 3.82% 53.1% 172 18.02%
NF
5703
NTB Financial
Colorado
$140M -$3.46M -2% 1.04% 159 11.95%
OFS
5704
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 5.47% 63.8% 191 52.36%
Vanguard Capital Wealth Advisors
5705
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 1.74% 225% 171 26.9%
LAM
5706
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 3.99% 190% 53 11.32%
SIM
5707
Strategic Investment Management
Virginia
$140M -$28.2M -17% 4.3% 53.3% 11 18.18%
ECM
5708
EMC Capital Management
Texas
$140M -$46M -25% 5.89% 358 77.37%
SG
5709
Somerset Group
Minnesota
$140M -$8.71M -6% 2.83% 84.6% 79 7.59%
CWA
5710
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 2.93% 118% 92 15.22%
KLC
5711
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 4.51% 51.6% 135 27.41%
HPCM
5712
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 8.73% 92.4% 95 23.16%
GC
5713
Gould Capital
Washington
$139M -$3.71M -3% 4.34% 60.1% 222 13.06%
CCM
5714
Colorado Capital Management
Colorado
$139M -$9.89M -7% 5.28% 53.4% 79 1.27%
NMG
5715
New Millennium Group
Utah
$139M +$7.58M +6% 3.09% 176% 62 32.26%
RPG
5716
Resource Planning Group
Georgia
$139M -$9.88M -7% 5.03% 1.9% 72 6.94%
LHWM
5717
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 2.15% 78.8% 67 58.21%
IWP
5718
Innova Wealth Partners
Pennsylvania
$139M -$2.31M -2% 1.17% 68% 80 18.75%
ACM
5719
Alcosta Capital Management
California
$139M -$27.3M -16% 8.36% 175% 32 25%
BRG
5720
Bay Rivers Group
Virginia
$139M -$24.6M -15% 7.25% 166% 74 10.81%
CGIM
5721
Cannon Global Investment Management
Florida
$139M +$75.6M +119% 1.47% 136% 118 83.9%
BC
5722
Birchview Capital
Vermont
$139M -$16.2M -10% 0.86% 327% 68 8.82%
AEPLI
5723
AH Equity Partners LSV II
California
$139M -$45.6M -25% 26.3% 4 0%
NCM
5724
New Capital Management
Texas
$139M -$53.6M -28% 2.51% 49.4% 51 25.49%
NPI
5725
New Perspectives Inc
Mississippi
$139M -$2.54M -2% 5.05% 24 8.33%