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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
DSCM
6251
Del-Sette Capital Management
New York
$102M +$4.23M +4% 9.01% 108% 36 52.78%
CIG
6252
Cascade Investment Group
Colorado
$101M +$5.36M +6% 5.02% 86.8% 126 9.52%
KFS
6253
Kaizen Financial Strategies
California
$101M +$238K +0.2% 13.5% 116% 127 25.2%
SWA
6254
Safir Wealth Advisors
New Hampshire
$101M +$3.25M +3% 5.26% 46.4% 15 6.67%
WTG
6255
West Tower Group
Virginia
$101M +$64.6M +176% 0.78% 117% 56 69.64%
OCM
6256
Ogborne Capital Management
California
$101M +$71.8M +244% 52.4% 251% 8 62.5%
CSI
6257
Cross Staff Investments
New York
$101M +$5.71M +6% 9.08% 81.2% 117 5.13%
RAM
6258
RK Asset Management
Michigan
$101M -$3.16M -3% 1.44% 47.6% 21 4.76%
PFA
6259
Petra Financial Advisors
Colorado
$101M +$10.1M +11% 3.52% 129% 107 34.58%
OC
6260
Oppenheimer & Close
New York
$101M -$759K -0.7% 2.88% 149% 62 3.23%
APW
6261
Axim Planning & Wealth
Ohio
$101M +$3.69M +4% 3.24% 3.66% 29 27.59%
CI
6262
Chartist Inc
California
$101M 6.68% 22
SMWM
6263
Silvia McColl Wealth Management
California
$101M -$915K -0.9% 4.51% 76.1% 107 7.48%
CIM
6264
Caldwell Investment Management
Ontario, Canada
$101M +$6.11M +6% 8.13% 162% 31 41.94%
ACL
6265
Applied Capital LLC
Florida
$101M -$153K -0.2% 4.88% 71% 80 6.25%
EFG
6266
Erickson Financial Group
Pennsylvania
$101M +$8.4M +9% 8.66% 63.3% 23 4.35%
PTCG
6267
Pring Turner Capital Group
California
$101M +$8.99M +10% 2.3% 70.8% 61 6.56%
CC
6268
Copperleaf Capital
North Carolina
$101M +$13.7M +16% 7.43% 102% 81 28.4%
SEA
6269
Stegent Equity Advisors
Texas
$101M +$17M +20% 1.41% 91.5% 66 4.55%
SSWM
6270
Strait & Sound Wealth Management
California
$101M +$8.98M +10% 15.8% 74% 114 4.39%
SAG
6271
Spotlight Asset Group
Illinois
$101M 12.8% 77
LHA
6272
Little Harbor Advisors
Massachusetts
$100M -$22.5M -18% 6.23% 59% 4 50%
KA
6273
Kearns & Associates
California
$100M +$5.48M +6% 6.88% 69.4% 42 2.38%
NSG
6274
Nalls Sherbakoff Group
Tennessee
$100M 4.86% 517
Vanguard Capital Wealth Advisors
6275
Vanguard Capital Wealth Advisors
Colorado
$100M +$14M +16% 15% 225% 134 19.4%