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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
CC
5951
Copperleaf Capital
North Carolina
$167M +$9.43M +6% 3.15% 102% 112 23.21%
MPCG
5952
Matrix Private Capital Group
New York
$167M -$8.3M -5% 0.85% 56% 151 9.27%
CWM
5953
CCG Wealth Management
California
$167M -$12.4M -7% 5.2% 63% 77 11.69%
SCMS
5954
Serenity Capital Management (Singapore)
Singapore
$167M +$18.1M +12% 5.18% 20.4% 7 28.57%
SC
5955
Serenity Capital
California
$167M 5.18% 7
FF
5956
Friday Financial
Iowa
$167M +$22M +15% 2.32% 72 11.11%
KAH
5957
Kathryn A. Hall
$167M -$11M -6% 4.57% 95.2% 20 10%
TVM
5958
True Vision MN
Minnesota
$167M -$1.5M -0.9% 0.76% 118 31.36%
GCL
5959
Gouws Capital LLC
North Carolina
$167M +$21.1M +14% 0.11% 114% 53 24.53%
FWM
5960
Finer Wealth Management
Massachusetts
$167M -$7.54M -4% 3.62% 117% 86 4.65%
FCCM
5961
First City Capital Management
Georgia
$167M -$21.1M -11% 1.74% 76.5% 157 8.92%
WM
5962
Wishbone Management
Illinois
$167M -$43.8M -21% 11.2% 39.1% 5 40%
OCA
5963
Otter Creek Advisors
Florida
$167M +$21.4M +15% 1.35% 173% 50 40%
GWM
5964
Glass Wealth Management
Texas
$167M -$17.3M -9% 3.47% 60 5%
VWA
5965
Valued Wealth Advisors
Utah
$167M +$7M +4% 0.48% 681 10.57%
TWM
5966
TLW Wealth Management
Florida
$167M -$1.28M -0.8% 0.99% 82.9% 17 5.88%
ICM
5967
Indaba Capital Management
California
$167M -$40.9M -20% 6.34% 66.7% 13 38.46%
NED
5968
Nancy E. Dempze
$167M -$6.61M -4% 0.91% 59.1% 100 12%
TF
5969
Tudor Financial
Ohio
$167M -$4.44M -3% 0.09% 143 11.89%
RFA
5970
Resurgent Financial Advisors
Georgia
$167M -$3.42M -2% 0.77% 70.4% 194 14.43%
RA
5971
Riverstone Advisors
Texas
$166M -$9.21M -5% 4.26% 83.3% 58 10.34%
CMBA
5972
C.M. Bidwell & Associates
Hawaii
$166M +$1.67M +1% 1.11% 59.8% 533 26.64%
GPW
5973
Gray Private Wealth
Massachusetts
$166M -$1.71M -1% 2.97% 43 9.3%
ECM
5974
EMC Capital Management
Texas
$166M -$12M -7% 7.63% 294 4.76%
MWM
5975
MOKAN Wealth Management
Kansas
$166M +$8.78M +6% 0.42% 79 15.19%