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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
CIA
6001
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 0.61% 76.2% 79 3.8%
DCM
6002
Delta Capital Management
New Jersey
$172M -$2.77M -2% 1.95% 125% 107 6.54%
AVI
6003
Asset Value Investors
United Kingdom
$172M -$51M -23% 1.17% 5 20%
WFC
6004
Western Financial Corp
California
$172M -$9.87M -5% 3.76% 260% 141 24.11%
MFG
6005
Midwest Financial Group
Kansas
$172M -$2.03M -1% 2.66% 94% 113 6.19%
LA
6006
Latitude Advisors
Florida
$172M -$5.42M -3% 0.1% 72% 200 14.5%
PWM
6007
Parkshore Wealth Management
California
$172M +$5.75M +3% 3.04% 68 10.29%
CWP
6008
Core Wealth Partners
California
$172M -$2.51M -1% 1.73% 63.8% 181 16.02%
RCM
6009
Ravenstone Capital Management
$172M -$2.16M -1% 2.29% 63% 123 56.1%
SC
6010
Solstein Capital
California
$172M -$7.08M -4% 0.12% 91.4% 331 7.25%
EAM
6011
Exane Asset Management
France
$172M -$3.87M -2% 1.95% 77.5% 35 48.57%
BWA
6012
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 3.99% 28 10.71%
TVWM
6013
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 2.86% 132% 216 23.15%
TFG
6014
Tull Financial Group
Virginia
$172M +$5.91M +4% 0.38% 28 3.57%
CCM
6015
Campbell Capital Management
Florida
$172M -$84M -33% 10.3% 93 38.71%
VFA
6016
Values First Advisors
Tennessee
$171M -$10.2M -6% 1.34% 86.4% 237 28.69%
YWS
6017
Yarger Wealth Strategies
Ohio
$171M -$1.93M -1% 3.3% 55.1% 100 14%
AFT
6018
Alpha Family Trust
California
$171M -$6.75M -4% 6.02% 198% 187 26.2%
CAM
6019
Cobblestone Asset Management
Virginia
$171M +$18M +12% 1.44% 50.6% 67 31.34%
LC
6020
Lunate Capital
United Arab Emirates
$171M 14.6% 4
MFG
6021
MTM Financial Group
Pennsylvania
$171M +$3.69M +2% 0.94% 36.5% 76 7.89%
JCFM
6022
JBR Co Financial Management
Oklahoma
$171M +$6.89M +4% 4.96% 117 17.95%
PCM
6023
Pointe Capital Management
Michigan
$171M -$3.18M -2% 0.56% 62.6% 162 7.41%
RWIA
6024
Roger Wittlin Investment Advisory
California
$171M -$7.67M -4% 2.81% 54.1% 43 0%
MIRH
6025
Madison International Realty Holdings
New York
$171M -$27.8M -14% 2.26% 2 0%