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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
RWM
6601
Refined Wealth Management
Utah
$130M +$4.56K +0% 1.1% 76.8% 28 3.57%
SWM
6602
Sagace Wealth Management
Florida
$130M +$27.4M +27% 6.39% 63 25.4%
CCM
6603
Crestwood Capital Management
New York
$130M -$10.5M -7% 0.63% 203% 16 12.5%
CSI
6604
Cross Staff Investments
New York
$130M +$9.58M +8% 8.73% 81.2% 128 6.25%
SFS
6605
Sharp Financial Services
Pennsylvania
$130M +$13M +11% 5.93% 107 21.5%
SI
6606
Stonekeep Investments
New Mexico
$130M +$6.2M +5% 4.15% 54 14.81%
ICMP
6607
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130M +$4.18M +3% 5.04% 38.3% 80 8.75%
CCA
6608
Cravens & Co Advisors
Tennessee
$129M -$5.25M -4% 7.58% 63.3% 70 14.29%
LW
6609
Lauer Wealth
Indiana
$129M +$2.61M +2% 7.2% 75.5% 47 25.53%
KWM
6610
Koa Wealth Management
California
$129M +$11.1M +9% 9.9% 51 5.88%
ZC
6611
Zeit Capital
Colorado
$129M +$6.22M +5% 6.3% 51.6% 29 13.79%
CPA
6612
Clear Point Advisors
New York
$129M +$7.59M +6% 5.19% 583 4.97%
SW
6613
Schulz Wealth
Texas
$129M +$11.3M +10% 4.6% 59 5.08%
VPA
6614
Vernal Point Advisors
California
$129M -$11.3M -8% 4.5% 26 23.08%
MWVC
6615
Morgens Waterfall Vintiadis & Co
New York
$129M -$2.25M -2% 10.5% 594% 28 32.14%
4WM
6616
4J Wealth Management
Virginia
$129M +$8.19M +7% 5.17% 68.2% 89 4.49%
PCGDR
6617
Pangea Capital Gestao de Recursos
$129M +$12.7M +11% 11.2% 54.4% 4 0%
BFP
6618
Brewster Financial Planning
New York
$129M +$10.1M +8% 6.46% 40.8% 20 5%
CPW
6619
Cove Private Wealth
New York
$129M +$3.73M +3% 4.24% 77 3.9%
BGAI
6620
Bruce G. Allen Investments
Colorado
$129M +$9.83M +8% 8.63% 1,140 15.53%
LOIP
6621
Live Oak Investment Partners
Texas
$129M +$7.92M +7% 5.78% 276 0%
FFA
6622
Frazier Financial Advisors
Ohio
$129M +$2.66M +2% 7.62% 1,059 24.36%
TPCM
6623
Templeton & Phillips Capital Management
Tennessee
$129M +$15.9M +14% 12.7% 74.3% 55 18.18%
CG
6624
Clifford Group
Massachusetts
$129M +$4.73M +4% 5.85% 67.9% 77 9.09%
UL
6625
Unionview LLC
Washington
$128M +$6.01M +5% 5.82% 21.2% 95 5.26%