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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
CCP
5826
Cassia Capital Partners
North Carolina
$127M +$2.27M +2% 2.01% 55% 84 41.67%
HCCM
5827
Hudson Canyon Capital Management
New York
$127M +$7.46M +6% 11.3% 160% 59 11.86%
CWG
5828
Crown Wealth Group
North Carolina
$127M +$7.33M +6% 9.75% 86.2% 75 25.33%
WP
5829
Wealthspan Partners
Iowa
$127M +$9.73M +8% 6.08% 59.1% 78 10.26%
MA
5830
McBroom & Associates
Nevada
$127M +$14.9M +13% 12.7% 133% 37 2.7%
AWM
5831
Altus Wealth Management
Kentucky
$127M +$5.78M +5% 9% 68.8% 30 0%
FF
5832
Financial Futures
New Jersey
$127M +$7.84M +7% 2.71% 45% 51 3.92%
HAG
5833
HF Advisory Group
Maryland
$127M +$13.9M +12% 6.43% 64.2% 142 10.56%
SKK
5834
Shepherd Kaplan Krochuk
Massachusetts
$126M +$13.1M +12% 1.62% 29.8% 61 24.59%
PWIA
5835
Porter White Investment Advisors
Alabama
$126M +$9.8M +8% 4.16% 55.8% 25 16%
CCM
5836
Chiron Capital Management
Florida
$126M -$17.6M -12% 1.66% 130 16.15%
PWM
5837
Peterson Wealth Management
Nevada
$126M +$21.8M +21% 5.58% 78% 75 30.67%
CIM
5838
Chapman Investment Management
California
$126M +$4.65M +4% 8.01% 44% 39 15.38%
MI
5839
Merk Investments
California
$126M +$11M +10% 11.5% 338% 15 6.67%
USPCM
5840
Union Square Park Capital Management
New York
$126M +$60.7M +93% 8.02% 47.3% 38 42.11%
SIM
5841
Sterling Investment Management
Arizona
$126M +$450K +0.4% 2.87% 44.1% 63 9.52%
MMC
5842
Mainsail Management Company
Texas
$126M -$2.56M -2% 1.46% 55% 2 0%
BSWA
5843
Bromfield Sneider Wealth Advisors
Massachusetts
$126M +$7.19M +6% 5.91% 98 3.06%
PL
5844
Protective Life
Alabama
$126M -$24.8M -16% 0.2% 29% 19 5.26%
I
5845
IMPACTfolio
Colorado
$126M +$6.45M +5% 4.53% 51.2% 52 34.62%
PWMG
5846
Pioneer Wealth Management Group
Texas
$126M +$13.5M +12% 2.09% 37 16.22%
AGC
5847
Alden Global Capital
Florida
$126M +$95.9M +320% 10.7% 79.8% 23 65.22%
LA
5848
Lane & Associates
New Jersey
$126M +$13.5M +12% 5.64% 101 4.95%
PPWM
5849
Paragon Private Wealth Management
Kentucky
$126M +$7.13M +6% 6.35% 93.9% 134 7.46%
RH
5850
RFG Holdings
Texas
$126M -$55.6K -0% 5.22% 72.3% 18 5.56%