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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
CF
6301
CNA Financial
Illinois
$161M -$14M -8% 8.74% 48.6% 17 47.06%
BFG
6302
Baron Financial Group
New Jersey
$161M -$2.27M -1% 1.76% 52.1% 50 6%
TFP
6303
TrueWealth Financial Partners
Washington
$161M -$4.94M -3% 3.87% 36.4% 19 5.26%
4FG
6304
4Thought Financial Group
New York
$161M -$925K -0.6% 1.72% 37.6% 110 20%
CQWA
6305
Chokshi & Queen Wealth Advisors
California
$161M 4.94% 48
BCM
6306
BML Capital Management
Indiana
$161M -$8.98M -5% 21% 349% 32 31.25%
PDN
6307
Pensionfund DSM Netherlands
Netherlands
$161M -$57.4M -26% 7.1% 36.6% 69 2.9%
QAM
6308
Q3 Asset Management
Michigan
$161M -$267M -62% 3.94% 96.2% 70 68.57%
RAS
6309
RPS Advisory Solutions
Kentucky
$161M +$21M +15% 2.86% 117 37.61%
WWA
6310
Wealth Watch Advisors
Colorado
$161M 2.97% 72
WF
6311
Williams Financial
Vermont
$161M +$642K +0.4% 1.03% 28.5% 18 0%
PWMG
6312
Pinnacle Wealth Management Group
Michigan
$161M +$2.09M +1% 0.02% 55.7% 121 6.61%
FCM
6313
Fairbanks Capital Management
California
$161M +$1.31M +0.8% 2.64% 81.3% 54 11.11%
HG
6314
Herbst Group
Connecticut
$160M -$1.04M -0.6% 3% 139% 62 9.68%
HSWS
6315
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 1.6% 63 42.86%
PSB
6316
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 5.95% 89 17.98%
BCPWM
6317
Bradley & Co Private Wealth Management
Florida
$160M 8.09% 187
HIMS
6318
Hager Investment Management Services
New Hampshire
$160M 10.3% 286
HCP
6319
Hamilton Capital Partners
Georgia
$160M 13.7% 31
MWG
6320
Martin Worley Group
Utah
$160M 1.97% 86
CTFG
6321
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 3.57% 113 7.96%
RGC
6322
Rubicon Global Capital
United Kingdom
$160M 6.58% 9
DAM
6323
Draper Asset Management
New York
$160M +$20.2M +14% 14.9% 153% 27 25.93%
SAM
6324
Soviero Asset Management
New York
$160M +$49.7M +45% 92.2% 676% 66 65.15%
LIWM
6325
Long Island Wealth Management
New York
$160M +$7.5M +5% 0.3% 73 9.59%