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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
CCP
6101
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 0.67% 55% 67 5.97%
KIM
6102
Kane Investment Management
California
$194M -$11.7M -6% 1.54% 107 19.63%
TCFP
6103
Treasure Coast Financial Planning
Florida
$194M +$6M +3% 0.93% 32.6% 50 12%
PI
6104
Pettee Investors
Connecticut
$194M +$15.9M +9% 0.29% 96.1% 119 10.08%
1CP
6105
17 Capital Partners
Arizona
$194M +$139K +0.1% 3.6% 183 18.03%
OCA
6106
OEP Capital Advisors
New York
$194M +$56.5M +41% 19.5% 16.9% 1 0%
IA
6107
IFS Advisors
Kansas
$194M +$1.57M +0.8% 0.92% 48.3% 220 14.09%
TVM
6108
True Vision MN
Minnesota
$194M -$2.87M -1% 1.07% 129 37.98%
O3W
6109
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 1.14% 131 8.4%
EWM
6110
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 3.27% 62.1% 58 13.79%
GITFIT
6111
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 8.01% 105% 146 3.42%
SCPM
6112
Sea Cliff Partners Management
California
$194M -$43.6M -18% 2.07% 14 14.29%
RCF
6113
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 2.7% 40.2% 4 0%
VH
6114
VVR Holdings
Washington
$194M +$1.19M +0.6% 2.34% 45 28.89%
BWM
6115
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 1.67% 126 19.05%
LAI
6116
Legal Advantage Investments
California
$194M -$22.5M -10% 2.22% 105% 91 21.98%
BW
6117
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 1.92% 74 12.16%
MUAMU
6118
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 2.82% 138% 110 37.27%
TDWM
6119
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 0.93% 40% 61 4.92%
JHA
6120
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 11.3% 61.2% 13 7.69%
BWS
6121
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 1.1% 100 12%
WWC
6122
Waypoint Wealth Counsel
Georgia
$193M -$79.4M -29% 1.93% 96.6% 303 30.03%
EAM
6123
Exome Asset Management
New York
$193M -$15.8M -8% 14.6% 83 60.24%
ACM
6124
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 3.61% 78.4% 54 16.67%
BDL
6125
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 6.5% 92 22.83%