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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
SWM
6526
Sagace Wealth Management
Florida
$130M +$27.4M +27% 6.39% 63 25.4%
CCM
6527
Crestwood Capital Management
New York
$130M -$10.5M -7% 0.63% 129% 16 12.5%
CSI
6528
Cross Staff Investments
New York
$130M +$9.58M +8% 8.73% 81.2% 128 6.25%
SFS
6529
Sharp Financial Services
Pennsylvania
$130M +$13M +11% 5.93% 107 21.5%
SI
6530
Stonekeep Investments
New Mexico
$130M +$6.2M +5% 4.15% 54 14.81%
ICMP
6531
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130M +$4.18M +3% 5.04% 38.3% 80 8.75%
CCA
6532
Cravens & Co Advisors
Tennessee
$129M -$5.25M -4% 7.58% 52.1% 70 14.29%
LW
6533
Lauer Wealth
Indiana
$129M +$2.61M +2% 7.2% 75.5% 47 25.53%
KWM
6534
Koa Wealth Management
California
$129M +$11.1M +9% 9.9% 51 5.88%
ZC
6535
Zeit Capital
Colorado
$129M +$6.22M +5% 6.3% 42.8% 29 13.79%
CPA
6536
Clear Point Advisors
New York
$129M +$7.59M +6% 5.19% 583 4.97%
SW
6537
Schulz Wealth
Texas
$129M +$11.3M +10% 4.6% 59 5.08%
VPA
6538
Vernal Point Advisors
California
$129M -$11.3M -8% 4.5% 26 23.08%
MWVC
6539
Morgens Waterfall Vintiadis & Co
New York
$129M -$2.25M -2% 10.5% 484% 28 32.14%
4WM
6540
4J Wealth Management
Virginia
$129M +$8.19M +7% 5.17% 68.2% 89 4.49%
PCGDR
6541
Pangea Capital Gestao de Recursos
$129M +$12.7M +11% 11.2% 4 0%
BFP
6542
Brewster Financial Planning
New York
$129M +$10.1M +8% 6.46% 40.8% 20 5%
CPW
6543
Cove Private Wealth
New York
$129M +$3.73M +3% 4.24% 77 3.9%
BGAI
6544
Bruce G. Allen Investments
Colorado
$129M +$9.83M +8% 8.63% 1,140 15.53%
LOIP
6545
Live Oak Investment Partners
Texas
$129M +$7.92M +7% 5.78% 276 0%
FFA
6546
Frazier Financial Advisors
Ohio
$129M +$2.66M +2% 7.62% 1,059 24.36%
TPCM
6547
Templeton & Phillips Capital Management
Tennessee
$129M +$15.9M +14% 12.7% 70.2% 55 18.18%
CG
6548
Clifford Group
Massachusetts
$129M +$4.73M +4% 5.85% 52.9% 77 9.09%
UL
6549
Unionview LLC
Washington
$128M +$6.01M +5% 5.82% 21.2% 95 5.26%
NC
6550
Nightview Capital
Texas
$128M +$26.6M +26% 25.9% 142% 6 0%