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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
YWS
5751
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 7.81% 55.1% 121 8.26%
CIA
5752
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 7.22% 67.4% 83 1.2%
BFS
5753
Burrus Financial Services
Utah
$218M +$9.01M +4% 4.27% 30.2% 10 0%
W
5754
WealthCollab
Washington
$218M +$39M +22% 15.5% 998 7.52%
FFAM
5755
Forge First Asset Management
Canada
$218M -$58.6M -21% 10.1% 112% 57 70.18%
CWP
5756
Core Wealth Partners
California
$218M +$20.8M +11% 7.56% 63.8% 191 12.04%
TPF
5757
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 5.36% 74 22.97%
NERM
5758
New England Research & Management
Illinois
$218M +$7.19M +3% 7.9% 56.4% 178 35.39%
BCM
5759
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 7.93% 103% 99 8.08%
WCP
5760
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 5.94% 151 7.28%
CCM
5761
Cobalt Capital Management
New Jersey
$218M +$4.5M +2% 7.46% 235% 35 62.86%
HWM
5762
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 6.74% 60.3% 134 11.94%
II
5763
INCA Investments
Florida
$217M -$40.2M -16% 1.29% 128% 10 10%
BAM
5764
Bellevue Asset Management
Washington
$217M +$11.8M +6% 6.51% 56.7% 504 9.72%
NVCHI
5765
New Vernon Capital Holdings II
New Jersey
$217M +$8.92M +4% 3.38% 114% 86 26.74%
FC
5766
Family CFO
California
$217M +$17.5M +9% 16.3% 84% 90 62.22%
PC
5767
Powers Capital
California
$217M +$15.8M +8% 7.84% 2 0%
ICM
5768
IMS Capital Management
Oregon
$217M +$2.74M +1% 8.79% 119% 157 10.19%
HAFS
5769
Hapanowicz & Associates Financial Services
Pennsylvania
$217M +$18.6M +9% 7.74% 58.5% 35 5.71%
CVSC
5770
C.V. Starr & Co
New York
$217M +$24.1M +13% 12.8% 5 0%
NC
5771
Nightview Capital
Texas
$216M +$33.7M +18% 24.5% 142% 15 26.67%
KCM
5772
KM Capital Management
Texas
$216M +$13.7M +7% 7.29% 60.8% 57 10.53%
TLCM
5773
Twin Lakes Capital Management
California
$216M +$51.8M +32% 11.8% 131% 222 0.45%
DSN
5774
D. Scott Neal
Kentucky
$216M +$15.6M +8% 9.52% 105% 59 8.47%
FF
5775
Finley Financial
Nevada
$216M +$17.3M +9% 8.53% 123 1.63%