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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
RWIA
6226
Roger Wittlin Investment Advisory
California
$109M -$18.7M -15% 5.94% 54.1% 30 33.33%
CWM
6227
ClientFirst Wealth Management
Arkansas
$109M -$2.81M -3% 4.57% 30 0%
SC
6228
Shearwater Capital
Colorado
$109M -$7.55M -7% 6.59% 64.2% 38 2.63%
LG
6229
Lane Generational
Massachusetts
$109M -$7.67M -7% 9.85% 148% 38 18.42%
BW
6230
Basepoint Wealth
Iowa
$108M +$6.4M +6% 9.23% 113% 87 19.54%
ETM
6231
Euclidean Technologies Management
Washington
$108M -$11.3M -9% 6.9% 124% 102 30.39%
DC
6232
Darrow Company
Massachusetts
$108M -$5.15M -5% 4.58% 41.1% 26 7.69%
AWM
6233
Avaii Wealth Management
Wisconsin
$108M +$8.42M +8% 2.73% 96% 142 52.11%
TA
6234
TCM Advisors
West Virginia
$108M -$5.12M -5% 3.15% 56.1% 57 98.25%
CSI
6235
Cross Staff Investments
New York
$108M -$3.82M -3% 1.63% 81.2% 128 7.81%
CCI
6236
Credit Capital Investments
New Jersey
$108M +$4.95M +5% 2.04% 481% 78 64.1%
MWM
6237
MY Wealth Management
Maryland
$108M -$5.81M -5% 6.38% 36.1% 30 23.33%
RFN
6238
Redwood Financial Network
Ohio
$108M 4.62% 74.1% 153
HI
6239
Harper Investing
California
$108M 5.25% 53.4% 50
PCMU
6240
Paragon Capital Management (Utah)
Utah
$108M -$9.23M -8% 4.87% 69.4% 82 35.37%
JCG
6241
John C. Goff
$108M +$22.1M +26% 29.4% 25 44%
VCIM
6242
Velan Capital Investment Management
Georgia
$108M -$21.1M -16% 9.6% 2,395% 31 38.71%
LCM
6243
Lynx1 Capital Management
Puerto Rico
$108M -$6.91M -6% 24.4% 883% 14 28.57%
CG
6244
Corundum Group
Colorado
$108M -$46M -30% 4.38% 80.5% 114 21.93%
TNAM
6245
Terra Nova Asset Management
New York
$108M -$25.9M -19% 5.69% 158% 99 24.24%
PIC
6246
Platt Investment Counsel
Florida
$108M -$9.69M -8% 6.77% 58.9% 15 6.67%
ICVCFVA
6247
IDG China Venture Capital Fund V Associates
Hong Kong
$108M -$127M -54% 54.1% 7.34% 1 0%
PWA
6248
Primoris Wealth Advisors
Florida
$107M -$16.8M -14% 0.89% 182% 94 26.6%
BRC
6249
Bell Rock Capital
Delaware
$107M -$28.9M -21% 4.77% 124 15.32%
UL
6250
Unionview LLC
Washington
$107M +$102K +0.1% 4.77% 21.2% 99 14.14%