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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
PC
6176
Pureheart Capital
$223M -$236M -51% 10.4% 5 100%
CWM
6177
Cadence Wealth Management
Massachusetts
$223M -$16.4M -7% 6.5% 56.4% 65 13.85%
RFG
6178
RFP Financial Group
Georgia
$223M +$39.3M +21% 12% 53.2% 76 34.21%
KL
6179
KilterHowling LLC
Colorado
$223M +$24.9M +13% 11.2% 51.3% 53 13.21%
JCM
6180
JS Capital Management
New York
$223M +$114M +105% 105% 52.4% 1 0%
CIA
6181
Cohen Investment Advisors
New Hampshire
$223M +$12.7M +6% 8.72% 76.2% 84 9.52%
VF
6182
Vestment Financial
Minnesota
$223M +$10.8M +5% 9.54% 42 2.38%
GAAM
6183
Guinness Atkinson Asset Management
California
$223M +$22.9M +11% 28.7% 132% 126 17.46%
BMA
6184
Brooks Moore & Associates
Tennessee
$223M +$23.5M +12% 7.97% 63.7% 120 13.33%
MWM
6185
MTC Wealth Management
Florida
$223M +$12.4M +6% 7.77% 30.5% 14 7.14%
AC
6186
Attessa Capital
Arizona
$223M +$39.1M +21% 12.8% 53 37.74%
ACMH
6187
Andar Capital Management (HK)
Hong Kong
$223M +$106M +91% 128% 983% 20 70%
CH
6188
Cromwell Holdings
Wyoming
$223M +$45M +25% 26.1% 1,120 8.57%
SAM
6189
Socorro Asset Management
Texas
$223M +$1.71M +0.8% 7.29% 43.8% 34 8.82%
DF
6190
Downshift Financial
Colorado
$223M +$29.6M +15% 12.6% 670 88.81%
SIAM
6191
Sterling Investment Advisors (Missouri)
Missouri
$223M +$14.2M +7% 7.53% 37.8% 41 9.76%
SFS
6192
Symphony Financial Services
Ohio
$223M +$27.8M +14% 13.2% 110 14.55%
TF
6193
Tudor Financial
Ohio
$222M +$26.9M +14% 13.4% 156 13.46%
SPWG
6194
Sage Private Wealth Group
Illinois
$222M +$23.7M +12% 10.2% 67.4% 106 14.15%
ACM
6195
Ategra Capital Management
Virginia
$222M +$21.1M +10% 13.2% 114% 28 17.86%
MAMF
6196
Mirabaud Asset Management (France)
France
$222M +$26.5M +14% 0% 28 0%
WWM
6197
Whalen Wealth Management
Nevada
$222M +$35.6M +19% 22% 225 36%
BWM
6198
BankPlus Wealth Management
Mississippi
$222M +$28.7M +15% 12.4% 129 11.63%
MCM
6199
Mendel Capital Management
Arkansas
$222M +$23.3M +12% 15.1% 102 7.84%
CCA
6200
Coign Capital Advisors
Utah
$222M +$31.9M +17% 11.1% 97 26.8%