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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
CP
5901
Castleview Partners
Texas
$186M +$12.3M +7% 1.19% 54.5% 623 19.58%
OAS
5902
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 1.54% 191 22.51%
VPF
5903
Vantage Point Financial
Illinois
$186M 1% 122
6F
5904
626 Financial
Michigan
$185M +$4.77M +3% 1.84% 71.3% 117 7.69%
RFS
5905
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 2.05% 50% 40 7.5%
RWRC
5906
R.W. Roge & Company
New York
$185M -$1.82M -1% 0.12% 68.1% 51 7.84%
AWA
5907
AmeriServ Wealth Advisors
Pennsylvania
$185M 1.17% 63
SWA
5908
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 1.68% 44.4% 90 10%
ILCM
5909
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 7.86% 101% 12 0%
M
5910
MYeCFO
California
$185M +$674K +0.4% 0.83% 53.3% 58 3.45%
SMP
5911
Santa Monica Partners
Florida
$185M +$15.4M +9% 9.84% 135% 19 21.05%
MFG
5912
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 0.22% 47.5% 28 3.57%
MCM
5913
M1 Capital Management
Michigan
$185M 1.91% 86
SCM
5914
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 1.28% 61.5% 108 22.22%
WAM
5915
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 0.84% 60% 226 13.72%
LIM
5916
Lagoda Investment Management
New York
$185M +$10.8M +6% 15.3% 250% 34 0%
HWM
5917
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 2.74% 60.3% 120 10%
EP
5918
EPIQ Partners
Minnesota
$185M +$4.29M +2% 3.96% 44.3% 84 16.67%
CPL
5919
Corecam Pte Ltd
$185M +$31.1M +20% 4.07% 33 21.21%
RCM
5920
Regency Capital Management
Hawaii
$185M +$2.73M +2% 0.98% 92.1% 53 20.75%
EF
5921
Elite Financial
Idaho
$185M 0.59% 50
PP
5922
Patron Partners
Texas
$184M +$3.49M +2% 2.16% 90.2% 181 8.84%
RWP
5923
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 2.9% 89.7% 119 15.97%
HKIMG
5924
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 0.73% 84.6% 173 16.76%
FCFC
5925
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 0.19% 68.1% 127 9.45%