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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
CFSG
6401
Clark Financial Services Group
Missouri
$188M -$185K -0.1% 2.68% 102% 109 13.76%
CF
6402
Claris Financial
Virginia
$188M +$11.8M +7% 1.73% 193 22.28%
ECP
6403
Elemental Capital Partners
California
$188M +$11.1M +6% 0.74% 6 0%
PC
6404
Pelham Capital
United Kingdom
$188M -$14.2M -7% 1.54% 135% 14 28.57%
NLWP
6405
Next Level Wealth Planning
Idaho
$188M +$10.8M +6% 2.47% 67 10.45%
DJYG
6406
David J. Yvars Group
Florida
$188M +$1.19M +0.6% 1.14% 125% 103 18.45%
TIA
6407
Trust Investment Advisors
Indiana
$188M +$10M +6% 8.45% 167% 110 21.82%
HFW
6408
Horizon Family Wealth
Illinois
$188M +$13.8M +8% 2.11% 68.6% 87 14.94%
LS
6409
LCW Services
Virginia
$188M 1.68% 39
GCM
6410
Granby Capital Management
Florida
$187M -$850K -0.5% 1.34% 50% 21 28.57%
GFL
6411
Granite FO LLC
New Hampshire
$187M +$3.35M +2% 6.35% 111% 192 9.38%
SA
6412
Sylvest Advisors
Texas
$187M +$1.28M +0.7% 1.87% 75 9.33%
TP
6413
TritonPoint Partners
Maryland
$187M 2.95% 152
BWS
6414
Broadway Wealth Solutions
Texas
$187M +$8.92M +5% 1.63% 101 11.88%
G
6415
GuidedMoney
Wisconsin
$187M 1.31% 30
FVIM
6416
Fort Vancouver Investment Management
Washington
$187M +$7M +4% 2.1% 51 5.88%
BWG
6417
Boomfish Wealth Group
Georgia
$187M +$1.69M +0.9% 1.34% 90 8.89%
ATIA
6418
American Trust Investment Advisors
New Hampshire
$187M -$6.9M -4% 1.27% 91% 82 7.32%
BSC
6419
Brown Shipley & Co
United Kingdom
$187M -$2.46M -1% 5.42% 101% 78 17.95%
CTC
6420
Cetera Trust Company
Minnesota
$187M +$8.36M +5% 7.58% 361 3.05%
1M
6421
1248 Management
Missouri
$187M +$9.66M +5% 0.9% 170 15.88%
SG
6422
StepStone Group
California
$187M -$25.8M -12% 1.78% 103% 25 44%
BWMG
6423
Barnes Wealth Management Group
California
$187M +$5.25M +3% 1.78% 181 7.18%
KWM
6424
KMT Wealth Management
California
$187M +$1.14M +0.6% 2.2% 17 11.76%
PPA
6425
Pacific Point Advisors
California
$187M +$15.4M +9% 3.19% 143 22.38%