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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
MPCL
5726
My Personal CFO LLC
Washington
$182M -$4.93M -3% 3.66% 67.3% 102 14.71%
OFA
5727
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 6.14% 52.5% 16 18.75%
RAM
5728
RedJay Asset Management
Ontario, Canada
$182M +$24.5M +16% 8.62% 27 48.15%
RCM
5729
Regency Capital Management
Hawaii
$182M +$26.6M +17% 7.3% 92.1% 54 27.78%
LWM
5730
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 8.34% 156 8.97%
LAI
5731
Legal Advantage Investments
California
$182M +$8.33M +5% 7.45% 105% 101 8.91%
HLAM
5732
Hidden Lake Asset Management
New York
$182M +$52.9M +41% 20.6% 850% 48 83.33%
CHA
5733
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 7.76% 53.1% 90 13.33%
ASP
5734
Adams Street Partners
Illinois
$182M -$61M -25% 22.9% 399% 9 33.33%
EW
5735
Elyxium Wealth
California
$182M 7.16% 120
IFS
5736
Intelligent Financial Strategies
Minnesota
$182M +$19.1M +12% 9.46% 60.6% 82 1.22%
CCAM
5737
Cascades Capital Asset Management
North Carolina
$182M 6.14% 101
DWAM
5738
Duncan Williams Asset Management
Tennessee
$181M +$62.9M +53% 6.25% 130 52.31%
RC
5739
Roubaix Capital
Colorado
$181M +$23.2M +15% 15.1% 174% 66 60.61%
FHWM
5740
Fox Hill Wealth Management
Massachusetts
$181M +$18M +11% 7.47% 141 12.06%
SWA
5741
Sightline Wealth Advisors
Connecticut
$181M +$20.8M +13% 6.47% 44.4% 88 12.5%
KHCM
5742
Kirtland Hills Capital Management
Ohio
$181M +$61.2M +51% 6.96% 140 20.71%
PSF
5743
Pacific Sun Financial
California
$181M +$12.2M +7% 8.15% 70.3% 186 6.45%
UFAC
5744
Urban Financial Advisory Corp
Illinois
$181M +$17.3M +11% 6.09% 50 54%
MWM
5745
MBE Wealth Management
Wisconsin
$181M +$16.1M +10% 7.57% 60.9% 102 11.76%
LAM
5746
Lifestyle Asset Management
Texas
$181M +$7.06M +4% 5.57% 82.6% 114 23.68%
ACM
5747
Alamar Capital Management
California
$181M +$16.1M +10% 7.24% 84 10.71%
PP
5748
Patron Partners
Texas
$181M +$10.9M +6% 7.8% 90.2% 187 15.51%
CIG
5749
Cairn Investment Group
Washington
$181M +$9.57M +6% 7.03% 61.3% 69 8.7%
CFC
5750
Client First Capital
California
$181M +$14.9M +9% 3.99% 49.6% 19 5.26%