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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
CWM
6051
Comprehensive Wealth Management
Washington
$106M -$9.21M -8% 3.84% 24% 34 14.71%
SG
6052
Somerset Group
Minnesota
$106M -$13.4M -11% 3.72% 68.2% 64 1.56%
OF
6053
Outfitter Financial
Maine
$106M -$5.53M -5% 0.24% 73.9% 77 5.19%
EL
6054
EMFO LLC
Florida
$106M -$4.04M -4% 3.42% 25.8% 312 7.37%
KFG
6055
Kingdom Financial Group
Arizona
$106M +$4.19M +4% 3.55% 33% 76 21.05%
CCP
6056
Crocodile Capital Partners
Germany
$106M +$8.28M +8% 25.9% 190% 6 16.67%
WWC
6057
Waypoint Wealth Counsel
Georgia
$106M -$5.71M -5% 2.58% 79.8% 96 11.46%
AI
6058
Arrien Investments
Idaho
$106M -$11.8M -10% 4.44% 36.9% 40 15%
CIG
6059
Cascade Investment Group
Colorado
$106M -$3.34M -3% 1.53% 86.8% 132 14.39%
KA
6060
Kearns & Associates
California
$106M -$4.31M -4% 3.8% 69.4% 44 4.55%
IDP
6061
In-Depth Partners
Florida
$106M +$10.5M +11% 0.76% 157% 13 0%
DI
6062
DRH Investments
California
$106M -$12.9M -11% 3.95% 56.4% 20 55%
RSA
6063
River Street Advisors
Illinois
$106M +$1.11M +1% 2.32% 88.8% 113 9.73%
BWLSA
6064
Blue Water Life Science Advisors
California
$106M -$42.2M -29% 23% 243% 7 0%
ACM
6065
Alamar Capital Management
California
$106M -$30M -22% 0.75% 80 31.25%
UL
6066
Unionview LLC
Washington
$106M -$3.67M -3% 4.19% 21.2% 84 4.76%
MSCM
6067
Marlin Sams Capital Management
New York
$106M -$9.19M -8% 8.97% 53.1% 2 50%
LJCM
6068
Lee Johnson Capital Management
Texas
$106M +$180K +0.2% 3.14% 71.1% 15 20%
DCI
6069
Data Collective IV
California
$106M -$29.4M -22% 10.7% 251% 6 16.67%
SGWM
6070
Sterling Group Wealth Management
California
$106M -$9.79M -8% 3.81% 54.6% 52 5.77%
MCM
6071
McDonough Capital Management
Florida
$106M -$3.12M -3% 3.14% 100% 43 4.65%
PSC
6072
Piper Sandler & Co
Minnesota
$106M +$12M +13% 0% 0.09% 16 37.5%
LWM
6073
Lionsbridge Wealth Management
Florida
$105M -$6.43M -6% 1.11% 55.3% 47 8.51%
MFG
6074
Marmo Financial Group
Tennessee
$105M -$5.24M -5% 3.23% 47.5% 19 15.79%
WBCM
6075
Wilson & Boucher Capital Management
California
$105M -$5.75M -5% 3.51% 53.4% 114 12.28%