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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
HWM
5876
HRC Wealth Management
Idaho
$205M +$17.5M +9% 8.09% 56 10.71%
CWL
5877
Causey Wealth LLC
Colorado
$205M +$10.4M +5% 5.58% 68 8.82%
AIFS
5878
A&I Financial Services
Colorado
$205M +$27.7M +16% 8.05% 86 25.58%
SGCM
5879
Sand Grove Capital Management
United Kingdom
$205M +$6.05M +3% 23.8% 411% 19 78.95%
SWP
5880
Significant Wealth Partners
Illinois
$205M +$1.06M +0.5% 2.43% 110 16.36%
UOC
5881
University of Chicago
Illinois
$205M +$87.1M +74% 7.65% 19.1% 11 0%
BFA
5882
Bright Financial Advisors
Michigan
$205M +$24.4M +14% 7.21% 64 15.63%
MMHP
5883
Murphy Middleton Hinkle & Parker
Georgia
$205M +$25.9M +14% 6.6% 61.7% 140 7.14%
PCM
5884
Pointe Capital Management
Michigan
$205M +$11.9M +6% 5.61% 57.6% 157 3.18%
EGP
5885
Emergence GP Partners
California
$205M +$10.3M +5% 5.64% 4 0%
CGH
5886
CMG Global Holdings
Texas
$204M +$14.5M +8% 8.12% 79.4% 94 4.26%
IRM
5887
Income Research & Management
Massachusetts
$204M -$170M -45% 0.12% 0.7% 42 21.43%
RCM
5888
Ravenstone Capital Management
$204M +$13.8M +7% 5.46% 51.3% 48 20.83%
SCM
5889
Spring Capital Management
Texas
$204M +$14.5M +8% 6.38% 62.6% 51 3.92%
CA
5890
CWC Advisors
Oregon
$204M +$10.7M +6% 6.54% 153 9.8%
MSWM
5891
Mader & Shannon Wealth Management
Missouri
$204M +$20.4M +11% 11.7% 53.1% 24 12.5%
NWP
5892
NerdWallet Wealth Partners
New York
$204M 5.91% 61
CWM
5893
Chronos Wealth Management
Florida
$204M +$10.9M +6% 8.56% 86.4% 41 7.32%
RA
5894
Riverstone Advisors
Texas
$204M +$18.9M +10% 11.2% 83.3% 64 10.94%
RAS
5895
RPS Advisory Solutions
Kentucky
$204M +$21.5M +12% 8.94% 136 24.26%
RFA
5896
Resurgent Financial Advisors
Georgia
$204M +$21.6M +12% 7.84% 70.4% 225 25.33%
DLHL
5897
Donald L. Hagan LLC
Florida
$204M +$3.43M +2% 4.17% 47.9% 93 12.9%
PIM
5898
Peregrine Investment Management
Ontario, Canada
$204M +$47.1M +30% 32% 26 34.62%
CE
5899
Cornerstone Enterprises
Wisconsin
$203M +$17.6M +9% 6.95% 33 6.06%
WMIG
5900
White Mountains Insurance Group
New Hampshire
$203M +$7.68M +4% 3.93% 45.8% 1 0%