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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
$195M +$12.6M +7% 0.39% 67.3% 89 2.25%
AIM
5727
Alhambra Investment Management
Florida
$195M +$2.16M +1% 0.15% 61.5% 184 15.22%
PCM
5728
Peirce Capital Management
Texas
$195M -$4.27M -2% 3.42% 36 5.56%
TFO
5729
Timonier Family Office
North Carolina
$195M 1.91% 49
NI
5730
NCP Inc
California
$195M +$19.3M +11% 9.54% 142 11.27%
AC
5731
Applied Capital
Arkansas
$195M +$277K +0.1% 1.82% 52.6% 48 6.25%
HCA
5732
Hyperion Capital Advisors
New York
$195M -$18.2M -9% 0.69% 86.1% 132 30.3%
BFS
5733
Burrus Financial Services
Utah
$195M -$7.22M -4% 2.89% 30.2% 10 0%
ACC
5734
Acorn Creek Capital
Colorado
$195M +$6.06M +3% 0.05% 84 19.05%
KCM
5735
Kennicott Capital Management
California
$195M -$66.2M -25% 5.72% 85.5% 45 11.11%
CFC
5736
Client First Capital
California
$195M +$13.6M +8% 1.55% 49.6% 20 10%
RWS
5737
Resolute Wealth Strategies
Mississippi
$194M +$1.91M +1% 7.04% 105% 103 12.62%
DTC
5738
Davidson Trust Company
Washington
$194M -$338K -0.2% 0.17% 64.6% 158 1.9%
COA
5739
Crown Oak Advisors
California
$194M +$14.2M +8% 1.17% 26 15.38%
LIC
5740
Laurus Investment Counsel
Canada
$194M -$64.4M -25% 3.95% 14.1% 45 8.89%
I2I
5741
Insight 2811 Inc
Illinois
$194M -$6.63M -3% 3.02% 30.8% 95 12.63%
TWM
5742
Triton Wealth Management
Arizona
$194M +$18.2M +10% 5.16% 96 9.38%
FC
5743
Financial Council
Maryland
$194M +$2.08M +1% 0.6% 80% 94 6.38%
BWA
5744
Boulder Wealth Advisors
Colorado
$194M +$10M +5% 1.93% 28 7.14%
SIAS
5745
Summit Investment Advisory Services
Minnesota
$194M +$5.41M +3% 0.89% 68.3% 73 6.85%
CCC
5746
Chelsea Counsel Company
California
$194M -$9.17M -5% 0.19% 106% 205 7.32%
BAM
5747
Bellevue Asset Management
Washington
$194M -$987K -0.5% 1.17% 56.7% 508 13.39%
BC
5748
Bowman & Company
Wisconsin
$194M +$3M +2% 0.73% 59.7% 109 12.84%
LWM
5749
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 0.27% 160 9.38%
LA
5750
Lane & Associates
New Jersey
$194M +$9.88M +5% 0.27% 126 14.29%