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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
CBT
6201
CoreFirst Bank & Trust
Kansas
$189M +$3.66M +2% 3.56% 61.4% 302 4.64%
MFPI
6202
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 2.38% 78 14.1%
SFG
6203
Strive Financial Group
Indiana
$189M -$484K -0.3% 3.87% 881 31.56%
GPWM
6204
Grant Private Wealth Management
California
$188M +$22.9M +14% 6.05% 163 22.7%
TIM
6205
Thor Investment Management
Ohio
$188M +$13.8M +8% 10.8% 51 9.8%
JKA
6206
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 0.67% 67 7.46%
BI
6207
Beckerman Institutional
New Jersey
$188M +$10.1M +6% 0.28% 122 6.56%
AAA
6208
American Alpha Advisors
New York
$188M +$19M +11% 2.42% 105 25.71%
AWP
6209
Axis Wealth Partners
Rhode Island
$188M +$7.04M +4% 0.21% 176 6.82%
SA
6210
Sylvest Advisors
Texas
$188M +$595K +0.3% 1.08% 77 19.48%
KFS
6211
Keynote Financial Services
Connecticut
$188M +$9.19M +5% 6.73% 177 6.78%
EAM
6212
Everstar Asset Management
North Carolina
$188M +$1.36M +0.7% 1.21% 212 24.06%
CCM
6213
Clearfield Capital Management
New York
$188M -$35.1M -16% 7.4% 177% 20 20%
SCGM
6214
Starwood Capital Group Management
Florida
$188M -$13M -6% 8.62% 17.6% 7 28.57%
WPW
6215
Winthrop Partners - WNY
New York
$188M +$1.99M +1% 1.56% 88 5.68%
DC
6216
Destiny Capital
Colorado
$188M -$6.65M -3% 3.32% 56 8.93%
IWAO
6217
Independence Wealth Advisors (Ohio)
Ohio
$188M +$9.83M +6% 0.65% 95 17.89%
DKCM
6218
Davidson Kahn Capital Management
California
$188M -$4.83M -3% 5.6% 67 19.4%
AWS
6219
Aspen Wealth Strategies
Colorado
$187M +$4.61M +3% 0.22% 65.8% 89 5.62%
BWG
6220
Boomfish Wealth Group
Georgia
$187M +$231K +0.1% 1.85% 93 15.05%
FCB
6221
First County Bank
Connecticut
$187M -$3.66M -2% 1.23% 89.1% 174 11.49%
TH
6222
Transmarket Holdings
Illinois
$187M +$50.3M +37% 2.62% 61 70.49%
CQWA
6223
Chokshi & Queen Wealth Advisors
California
$187M -$4.25M -2% 5.17% 65 30.77%
WWA
6224
Wingate Wealth Advisors
Massachusetts
$187M +$7.9M +4% 0.12% 126 11.11%
EPM
6225
Equitec Proprietary Markets
Illinois
$187M +$12.9M +7% 16.3% 527% 116 59.48%