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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
CFC
5751
Client First Capital
California
$181M +$14.9M +9% 3.99% 49.6% 19 5.26%
GWM
5752
Glass Wealth Management
Texas
$181M +$9.86M +6% 3.96% 57 3.51%
YWS
5753
Yarger Wealth Strategies
Ohio
$181M +$14.5M +9% 4.55% 55.1% 95 11.58%
6F
5754
626 Financial
Michigan
$181M +$7.65M +4% 5.36% 71.3% 117 11.11%
CIEP
5755
Constellation Investimentos e Participacoes
Brazil
$181M -$20.2M -10% 12.3% 172% 13 23.08%
EP
5756
EPIQ Partners
Minnesota
$181M +$32.8M +22% 6.43% 44.3% 84 19.05%
GWM
5757
GoalFusion Wealth Management
Texas
$181M +$19.6M +12% 5.68% 43.6% 32 12.5%
IVMX
5758
Institutional Venture Management XV
California
$180M +$34.2M +23% 0.11% 116% 5 0%
B
5759
Birchbrook
Maine
$180M +$13.6M +8% 6.09% 285 14.04%
MRI
5760
Mad River Investors
Massachusetts
$180M +$31M +21% 18.5% 225% 29 17.24%
HKIMG
5761
Hutchens & Kramer Investment Management Group
Indiana
$180M -$869K -0.5% 5.77% 84.6% 172 22.67%
ICM
5762
Intrepid Capital Management
Florida
$180M +$23.2M +15% 5.6% 70.2% 107 17.76%
RFP
5763
RCS Financial Planning
Maryland
$180M +$10.5M +6% 5.32% 42.8% 71 7.04%
PWS
5764
Proactive Wealth Strategies
Georgia
$180M 5.08% 124
SNBOSD
5765
Security National Bank of So Dak
Iowa
$180M +$12.8M +8% 8.74% 58.9% 104 11.54%
COA
5766
Crown Oak Advisors
California
$180M +$3.05M +2% 6.19% 22 0%
AIM
5767
Aikya Investment Management
United Kingdom
$180M -$166M -48% 0.28% 3 0%
SPFA
5768
Summit Place Financial Advisors
New Jersey
$179M +$10.1M +6% 10.7% 95.2% 91 3.3%
NED
5769
Nancy E. Dempze
$179M +$33.5M +23% 6.08% 83.1% 106 28.3%
MM
5770
MQS Management
New York
$179M +$13.8M +8% 4.22% 6.42% 694 81.7%
AFT
5771
Alpha Family Trust
California
$179M +$8.44M +5% 7.03% 198% 167 17.96%
CCM
5772
Candelo Capital Management
New York
$179M +$30.5M +20% 16.4% 45 62.22%
VCM
5773
Viewpoint Capital Management
Washington
$179M +$15.5M +9% 8.31% 120% 145 7.59%
EFS
5774
Econ Financial Services
Pennsylvania
$179M +$17.4M +11% 3.98% 16.9% 111 53.15%
CWM
5775
CCG Wealth Management
California
$179M +$1.38M +0.8% 6.28% 82.6% 76 13.16%