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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
JCP
5726
Jennifer C. Price
$150M -$22.8M -13% 3.07% 52 11.54%
CBT
5727
CoreFirst Bank & Trust
Kansas
$150M +$9.64M +7% 8.63% 53.4% 403 10.42%
RDIA
5728
RE Dickinson Investment Advisors
Iowa
$150M +$7.88M +6% 9.92% 2.24% 291 21.65%
MC
5729
Muzinich & Co
New York
$150M +$6.23M +4% 2.7% 9.67% 84 46.43%
GCM
5730
Goldstream Capital Management
Hong Kong
$150M +$23.4M +18% 15.6% 403% 59 59.32%
SWM
5731
SFG Wealth Management
Maryland
$150M +$24.4M +19% 11.9% 82.1% 102 20.59%
AFA
5732
AA Financial Advisors
Ohio
$150M 8.83% 63
BSAM
5733
Blue Square Asset Management
New York
$150M +$14.4M +11% 12% 104% 84 20.24%
WSL
5734
Western Standard LLC
California
$150M +$39.5M +36% 8.85% 68.9% 39 48.72%
PSA
5735
Plum Street Advisors
Louisiana
$150M 9.15% 59
II
5736
Ironclad Investments
Florida
$150M 11.2% 3
PAEMF
5737
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.1M +124% 11.1% 145% 11 45.45%
TCG
5738
Transcendent Capital Group
Oklahoma
$150M 10.2% 338
TCPG
5739
Trivant Custom Portfolio Group
California
$150M +$14M +10% 12.1% 86.1% 228 20.61%
TCM
5740
TAM Capital Management
Connecticut
$150M -$1.64M -1% 14.7% 0.76% 19 57.89%
UWS
5741
Unique Wealth Strategies
Illinois
$150M 11.2% 133
CA
5742
Cresta Advisors
Texas
$150M +$20.8M +16% 11.4% 59.1% 53 13.21%
NPFS
5743
Novak & Powell Financial Services
Florida
$150M 11.5% 150
FAM
5744
Family Asset Management
South Carolina
$150M +$14.3M +11% 9.57% 205 20.98%
SVWG
5745
Shared Vision Wealth Group
United States
$150M 10.1% 77
ECM
5746
EMC Capital Management
Texas
$150M +$13.5M +10% 14.8% 88% 291 5.15%
FWS
5747
FinDec Wealth Services
California
$150M +$11.2M +8% 9.5% 40.4% 49 22.45%
PFA
5748
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 8.72% 40.1% 77 40.26%
NCM
5749
Northland Capital Management
Minnesota
$150M +$1.84M +1% 7.25% 36.1% 34 11.76%
WFC
5750
Western Financial Corp
California
$150M +$13.1M +10% 14.3% 260% 116 14.66%