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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
IF
5951
IRON Financial
Illinois
$218M +$8.75M +4% 1.61% 51.4% 147 15.65%
CIA
5952
Cohen Investment Advisors
New Hampshire
$217M +$11.5M +6% 5.94% 76.2% 78 0%
DCM
5953
Dilation Capital Management
New York
$217M +$15.7M +8% 2.22% 23 26.09%
RFMS
5954
RWQ Financial Management Services
Florida
$217M -$13M -6% 3.8% 415% 26 34.62%
MWM
5955
Maripau Wealth Management
Indiana
$217M +$18.8M +9% 0.78% 55.6% 158 15.82%
EA
5956
Ergawealth Advisors
Illinois
$217M +$2.66M +1% 1.33% 47.7% 60 11.67%
FAM
5957
Fairtree Asset Management
South Africa
$217M +$64.6M +42% 0.75% 117 33.33%
TCOK
5958
Trust Company of Kansas
Kansas
$217M +$8.53M +4% 4.05% 87% 61 9.84%
WMS
5959
Wealth Management Strategies
Pennsylvania
$217M +$15.2M +8% 2.22% 41 9.76%
FCM
5960
Fogel Capital Management
Florida
$217M +$862K +0.4% 5.67% 57 15.79%
HFA
5961
Hippocratic Financial Advisors
California
$217M +$9.08M +4% 1.28% 29 10.34%
OPOWM
5962
One Plus One Wealth Management
Florida
$217M +$11.1M +5% 5.37% 69.2% 110 21.82%
CWA
5963
Cascade Wealth Advisors
Washington
$217M +$13.8M +7% 0.4% 61 8.2%
WSL
5964
Western Standard LLC
California
$217M -$120M -36% 9.18% 83.7% 37 67.57%
SCA
5965
Southern Capital Advisors
Tennessee
$217M +$3.37M +2% 2.56% 58.2% 87 9.2%
BPW
5966
BlueDoor Private Wealth
Massachusetts
$217M 3.74% 146
AFM
5967
Armstrong Fleming & Moore
District of Columbia
$216M +$7.16M +3% 2.8% 124% 113 7.96%
SCM
5968
Sage Capital Management
New Jersey
$216M -$5.8M -3% 0.75% 165 7.27%
KCM
5969
Kerusso Capital Management
North Carolina
$216M +$53.7M +33% 1.05% 54 3.7%
MW
5970
Melia Wealth
Oklahoma
$216M -$12.1M -5% 4.64% 25 16%
CTEF
5971
Capital Today Evergreen Fund
Cayman Islands
$216M -$140M -39% 9.48% 23.7% 3 0%
VP
5972
venBio Partners
California
$216M +$39.9M +23% 42.9% 564% 6 0%
EECFX
5973
EnCap Energy Capital Fund X
Texas
$216M +$9.27M +4% 4.48% 1 0%
NSB
5974
Norway Savings Bank
Maine
$216M +$9.44M +5% 4.31% 101% 105 1.9%
GWM
5975
GoalFusion Wealth Management
Texas
$216M +$6.79M +3% 1.59% 43.6% 28 3.57%