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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
CGH
5951
CMG Global Holdings
Texas
$204M +$14.5M +8% 8.12% 79.4% 94 4.26%
IRM
5952
Income Research & Management
Massachusetts
$204M -$170M -45% 0.12% 0.7% 42 21.43%
RCM
5953
Ravenstone Capital Management
$204M +$13.8M +7% 5.46% 63% 48 20.83%
SCM
5954
Spring Capital Management
Texas
$204M +$14.5M +8% 6.38% 62.6% 51 3.92%
CA
5955
CWC Advisors
Oregon
$204M +$10.7M +6% 6.54% 153 9.8%
MSWM
5956
Mader & Shannon Wealth Management
Missouri
$204M +$20.4M +11% 11.7% 53.1% 24 12.5%
NWP
5957
NerdWallet Wealth Partners
New York
$204M 5.91% 61
CWM
5958
Chronos Wealth Management
Florida
$204M +$10.9M +6% 8.56% 86.4% 41 7.32%
RA
5959
Riverstone Advisors
Texas
$204M +$18.9M +10% 11.2% 104% 64 10.94%
RAS
5960
RPS Advisory Solutions
Kentucky
$204M +$21.5M +12% 8.94% 136 24.26%
RFA
5961
Resurgent Financial Advisors
Georgia
$204M +$21.6M +12% 7.84% 86.4% 225 25.33%
DLHL
5962
Donald L. Hagan LLC
Florida
$204M +$3.43M +2% 4.17% 47.9% 93 12.9%
PIM
5963
Peregrine Investment Management
Ontario, Canada
$204M +$47.1M +30% 32% 26 34.62%
CE
5964
Cornerstone Enterprises
Wisconsin
$203M +$17.6M +9% 6.95% 33 6.06%
WMIG
5965
White Mountains Insurance Group
New Hampshire
$203M +$7.68M +4% 3.93% 105% 1 0%
CWA
5966
Cascade Wealth Advisors
Washington
$203M +$26.1M +15% 3.78% 63 15.87%
MFG
5967
MTM Financial Group
Pennsylvania
$203M +$18.7M +10% 4.21% 36.5% 88 13.64%
BC
5968
Beaconlight Capital
New York
$203M +$27.5M +16% 26.7% 282% 39 51.28%
RA
5969
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 6.36% 101% 108 3.7%
TDWM
5970
Topel & Distasi Wealth Management
California
$203M +$11.9M +6% 5.11% 40% 62 4.84%
BICM
5971
Breach Inlet Capital Management
South Carolina
$203M -$1.16M -0.6% 3.12% 10 30%
FCFC
5972
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 7.36% 68.1% 137 10.22%
PFA
5973
Plotkin Financial Advisors
Maryland
$202M +$21M +12% 8.16% 95.3% 104 10.58%
PC
5974
Pelham Capital
United Kingdom
$202M -$12.9M -6% 6.61% 135% 18 44.44%
5SA
5975
5th Street Advisors
Connecticut
$202M +$603K +0.3% 6.03% 47.5% 34 29.41%