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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
CRCM
6576
Crystal Rock Capital Management
Illinois
$196M +$27.7M +16% 26.3% 172% 34 5.88%
LFWA
6577
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 59% 28 0%
CF
6578
Carlson Financial
Oregon
$196M +$26.4M +16% 19.1% 205 16.59%
LC
6579
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% 12 66.67%
EWM
6580
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 41% 49 8.16%
MG
6581
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% 88 9.09%
QFP
6582
Quantum Financial Partners
Kansas
$196M 13.4% 153
OCM
6583
Octahedron Capital Management
California
$195M +$57.8M +42% 61.1% 234% 22 50%
BAM
6584
Bosun Asset Management
Illinois
$195M +$9.2M +5% 14.5% 278% 77 5.19%
MWM
6585
Momentous Wealth Management
Washington
$195M +$20.1M +12% 9.6% 50 22%
WM
6586
WestCap Management
California
$195M +$187K +0.1% 102% 2 0%
SL
6587
SFM LLC
New Hampshire
$195M +$29.6M +18% 10.9% 73 19.18%
DWA
6588
Delos Wealth Advisors
Texas
$195M +$20.3M +12% 9.77% 58% 355 39.44%
TCOK
6589
Trust Company of Kansas
Kansas
$195M +$13.8M +8% 13.7% 87% 63 17.46%
FI
6590
Finivi Inc
Massachusetts
$195M +$11.8M +6% 15.6% 119 20.17%
SRA
6591
Secured Retirement Advisors
Minnesota
$195M +$18.2M +10% 15.4% 157 31.85%
CC
6592
Constitution Capital
Connecticut
$195M -$5.29M -3% 10.7% 70.2% 66 13.64%
CFG
6593
Cosner Financial Group
Colorado
$195M +$12.7M +7% 12.2% 49.7% 37 8.11%
CWI
6594
Conscious Wealth Investments
Florida
$195M +$15M +8% 31.3% 68 16.18%
PBO
6595
Peoples Bank (Ohio)
Ohio
$195M +$31.6M +19% 16.4% 71.7% 109 15.6%
BFG
6596
Birch Financial Group
New Hampshire
$195M +$23.3M +14% 13.2% 153 22.88%
ONST
6597
Old North State Trust
North Carolina
$194M +$26.1M +16% 23.1% 159 10.69%
SAM
6598
SVRN Asset Management
Texas
$194M +$91.2M +88% 9.6% 53 33.96%
EFG
6599
Ehrlich Financial Group
California
$194M +$20.4M +12% 10.9% 128 19.53%
AIC
6600
Aurora Investment Counsel
Georgia
$194M +$14.1M +8% 10.4% 31.7% 127 27.56%