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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
CIA
6401
Cascade Investment Advisors
Oregon
$156M -$1.22M -0.8% 0.01% 71.4% 119 11.76%
TLCM
6402
Twin Lakes Capital Management
California
$156M +$656K +0.4% 2.01% 131% 240 0.83%
I
6403
Immersion
Florida
$156M 6.67% 5
ACM
6404
AUA Capital Management
Pennsylvania
$156M -$16.9M -10% 1.01% 61.4% 84 10.71%
CCM
6405
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 0.82% 95.3% 72 15.28%
CAM
6406
Crown Advisors Management
California
$156M +$310K +0.2% 5.05% 284% 44 22.73%
UWM
6407
Udine Wealth Management
Florida
$156M +$14M +10% 10.5% 127% 34 26.47%
CFIM
6408
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 8.62% 31 48.39%
TDC
6409
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 19.6% 188% 151 29.8%
KWAG
6410
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 0.11% 318 3.14%
KCM
6411
Knoll Capital Management
Florida
$155M -$60.5M -28% 0.46% 258% 36 2.78%
FWA
6412
FSC Wealth Advisors
New York
$155M +$16M +12% 0.92% 34.3% 329 18.84%
MCA
6413
Martin Capital Advisors
Texas
$155M +$14.8M +11% 5.52% 117% 70 5.71%
USPCM
6414
Union Square Park Capital Management
New York
$155M +$17.3M +13% 0.88% 75.8% 45 51.11%
LWP
6415
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 1.97% 53.1% 55 3.64%
EIM
6416
Ervin Investment Management
Washington
$155M -$838K -0.5% 3.39% 84.3% 39 5.13%
SVBP
6417
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 5.73% 98.1% 18 22.22%
LWA
6418
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 1.41% 73 6.85%
GWCM
6419
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 0.17% 61.1% 126 6.35%
CNWM
6420
Clay Northam Wealth Management
California
$155M +$9.58M +7% 6.43% 107% 98 12.24%
NC
6421
Nipun Capital
California
$155M -$3.43M -2% 8.9% 9 33.33%
FOFP
6422
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 1.31% 65.9% 40 0%
KA
6423
Kearns & Associates
California
$155M +$3.07M +2% 1.28% 69.4% 44 4.55%
OWG
6424
Oxford Wealth Group
Florida
$155M +$31.8M +26% 3.17% 62 14.52%
WG
6425
Wealth Group
North Carolina
$155M +$5.58M +4% 1.28% 164 9.76%