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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
CP
6076
Castleview Partners
Texas
$195M -$6.73M -3% 1.34% 54.5% 225 23.56%
WAL
6077
W Advisors LLC
Tennessee
$195M -$3.75M -2% 0.1% 61.1% 149 10.74%
CPI
6078
Crestview Partners III
New York
$195M -$8.52M -4% 0.47% 5.73% 2 0%
LWA
6079
Lantern Wealth Advisors
New York
$195M +$6.82M +4% 0.74% 190 22.63%
ACM
6080
Alethea Capital Management
Washington
$195M -$11M -5% 6.06% 200% 17 41.18%
WM
6081
WestCap Management
California
$195M -$265M -58% 53.9% 2 0%
TVWM
6082
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 1.51% 132% 208 17.31%
SFS
6083
Symphony Financial Services
Ohio
$195M -$271K -0.1% 0.78% 107 12.15%
WC
6084
Wynn Capital
Georgia
$195M -$11.2M -5% 4.06% 109 1.83%
NLWP
6085
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 1.07% 73 9.59%
CFG
6086
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 0.7% 641 10.61%
EWA
6087
Exit Wealth Advisors
Georgia
$195M +$25.4M +15% 1.36% 166 45.78%
CCP
6088
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 0.67% 45.8% 67 5.97%
KIM
6089
Kane Investment Management
California
$194M -$11.7M -6% 1.54% 107 19.63%
TCFP
6090
Treasure Coast Financial Planning
Florida
$194M +$6M +3% 0.93% 26.9% 50 12%
PI
6091
Pettee Investors
Connecticut
$194M +$15.9M +9% 0.29% 66.9% 119 10.08%
1CP
6092
17 Capital Partners
Arizona
$194M +$139K +0.1% 3.6% 183 18.03%
OCA
6093
OEP Capital Advisors
New York
$194M +$56.5M +41% 19.5% 16.9% 1 0%
IA
6094
IFS Advisors
Kansas
$194M +$1.57M +0.8% 0.92% 47.6% 220 14.09%
TVM
6095
True Vision MN
Minnesota
$194M -$2.87M -1% 1.07% 129 37.98%
O3W
6096
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 1.14% 131 8.4%
EWM
6097
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 3.27% 57% 58 13.79%
GITFIT
6098
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 8.01% 105% 146 3.42%
SCPM
6099
Sea Cliff Partners Management
California
$194M -$43.6M -18% 2.07% 14 14.29%
RCF
6100
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 2.7% 40.2% 4 0%