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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
DF
6126
Downshift Financial
Colorado
$193M +$31M +19% 1.74% 82 23.17%
SCM
6127
Sandler Capital Management
New York
$193M -$112M -37% 11.4% 288% 191 63.35%
CWRP
6128
Cassady Wealth & Retirement Planning
Nevada
$193M +$39.7M +26% 0.8% 102 5.88%
PA
6129
Promethium Advisors
Maryland
$193M +$7.67M +4% 6.38% 121 11.57%
GIO
6130
Galilei Investment Office
United Kingdom
$193M -$19.2M -9% 2.74% 27 11.11%
CA
6131
Carson Advisory
Georgia
$193M +$478K +0.2% 0.32% 68.6% 194 8.76%
OFG
6132
OmniStar Financial Group
North Carolina
$193M +$22.2M +13% 4.21% 67.1% 139 51.8%
AIM
6133
Athena Investment Management
California
$193M -$2.38M -1% 0.91% 80.6% 158 5.06%
RFP
6134
RCS Financial Planning
Maryland
$193M -$39.2M -17% 0.67% 42.8% 111 30.63%
WA
6135
Whipplewood Advisors
Colorado
$193M +$37.1M +24% 2.38% 1,100 57.45%
VCS
6136
Vaughan & Co Securities
New Jersey
$193M -$767K -0.4% 1.13% 65.6% 59 5.08%
KFGG
6137
Keystone Financial Group (Georgia)
Georgia
$192M +$1.45M +0.8% 0.03% 142 10.56%
CFIM
6138
Client First Investment Management
Wisconsin
$192M +$1.71M +0.9% 1.71% 39 82.05%
GHI
6139
Gross & Hartman Investments
Pennsylvania
$192M +$16.9M +10% 0.8% 79 18.99%
LAII
6140
LM Asset (IM) Inc
British Columbia, Canada
$192M +$65.9M +52% 37.8% 12 25%
WIA
6141
Westview Investment Advisors
Vermont
$192M -$17.7M -8% 0.39% 83 25.3%
KC
6142
Kintayl Capital
New York
$192M +$26.4M +16% 11% 74 67.57%
SCGDR
6143
Sharp Capital Gestora de Recursos
Brazil
$192M +$39.5M +26% 11.4% 201% 7 14.29%
KWM
6144
KRM Wealth Management
Nevada
$192M +$9.58M +5% 0.69% 44 11.36%
IFS
6145
Intelligent Financial Strategies
Minnesota
$192M -$16M -8% 2.95% 60.6% 72 13.89%
RWM
6146
Riverchase Wealth Management
Texas
$192M +$7.81M +4% 0.5% 80 17.5%
VFA
6147
Values First Advisors
Tennessee
$192M -$831K -0.4% 2.96% 86.4% 189 9.52%
CVSC
6148
C.V. Starr & Co
New York
$192M +$9.79M +5% 5.91% 5 0%
CA
6149
Corrado Advisors
New Jersey
$192M -$7.61M -4% 0.31% 64% 131 22.14%
CCC
6150
Cincinnati Casualty Company
Ohio
$191M -$5.61M -3% 0.01% 56% 25 8%