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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
CCM
6376
Cloud Capital Management
Washington
$160M +$19.5M +14% 8.47% 282 73.05%
HA
6377
Hofer & Associates
California
$160M +$12.9M +9% 7.65% 54.2% 62 19.35%
TFG
6378
Taylor Financial Group
Virginia
$160M +$16.4M +11% 10.1% 106 10.38%
SFG
6379
Sowa Financial Group
Rhode Island
$160M +$7.9M +5% 6.46% 77.7% 31 19.35%
FIA
6380
FPC Investment Advisory
California
$160M +$14.3M +10% 5.56% 29 10.34%
BFAG
6381
Blackston Financial Advisory Group
Florida
$160M +$12.5M +8% 9.4% 58.9% 107 16.82%
EIM
6382
Ervin Investment Management
Washington
$160M +$11.7M +8% 6.5% 84.3% 42 14.29%
CCA
6383
Cypress Capital Advisors
Tennessee
$160M +$16M +11% 6.72% 79 15.19%
BH
6384
Burk Holdings
Oklahoma
$160M +$27.2M +21% 7.32% 61 6.56%
FRA
6385
FFG Retirement Advisors
Colorado
$160M +$12.7M +9% 6.12% 41.1% 50 24%
TGM
6386
Tenzing Global Management
California
$160M +$21.7M +16% 43.4% 218% 30 60%
LAMC
6387
Longview Asset Management (California)
California
$160M +$8.08M +5% 4.92% 134 10.45%
SCA
6388
Sassicaia Capital Advisers
New York
$160M +$132M +478% 44.7% 1,930% 58 87.93%
CIA
6389
Cladis Investment Advisory
Montana
$160M +$21.4M +15% 13.7% 97% 152 13.16%
MWP
6390
Meriwether Wealth & Planning
Louisiana
$160M +$6.3M +4% 7.13% 135 14.81%
HCA
6391
Hyperion Capital Advisors
New York
$160M -$24.2M -13% 9.15% 67.8% 69 15.94%
WWM
6392
Whalen Wealth Management
Nevada
$159M +$9.42M +6% 9.71% 236 66.53%
BFS
6393
Beacon Financial Strategies
North Carolina
$159M +$10.8M +7% 6.92% 50.4% 39 5.13%
RVM
6394
Robinson Value Management
Texas
$159M +$4.26M +3% 7.38% 60.9% 74 10.81%
VIG
6395
Vienna Insurance Group
Poland
$159M -$24.5M -13% 9.07% 88.1% 93 5.38%
SC
6396
Shearwater Capital
Colorado
$159M +$16.7M +12% 8.73% 64.2% 51 13.73%
CPL
6397
CAP Partners LLC
Tennessee
$159M +$21.1M +15% 13.3% 144 14.58%
MGWA
6398
Monument Group Wealth Advisors
Massachusetts
$159M +$14.6M +10% 9.21% 52 1.92%
2L
6399
22NW LP
Washington
$159M +$9.72M +7% 19.7% 131% 24 29.17%
LWA
6400
Ledgewood Wealth Advisors
New Hampshire
$159M +$3.71M +2% 3.69% 71 2.82%