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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 Avg Time
Held (Qtrs)
APCM
6601
Arbiter Partners Capital Management
New York
$197M +$22M +13% 14.8% 378% 50 22% 10.6
RCM
6602
Rings Capital Management
Illinois
$197M +$10.4M +6% 6.97% 40.9% 7 0% 15.1
RF
6603
Rubicon Founders
Tennessee
$196M +$58.8M +43% 114% – 3 0% 6.7
GWM
6604
Global Wealth Management
New Jersey
$196M +$12.9M +7% 8.59% – 49 14.29% 4.6
VCM
6605
Viewpoint Capital Management
Washington
$196M -$17.7M -8% 18.2% 120% 140 17.86% 15.2
BGWM
6606
Bridge Generations Wealth Management
Florida
$196M +$21.8M +12% 7.31% – 35 11.43% 5.2
CRCM
6607
Crystal Rock Capital Management
Illinois
$196M +$27.7M +16% 26.3% 172% 34 5.88% 19.9
LFWA
6608
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 64.9% 28 0% 31.9
CF
6609
Carlson Financial
Oregon
$196M +$26.4M +16% 19.1% – 205 16.59% 1.7
LC
6610
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% – 12 66.67% 1.7
EWM
6611
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 41% 49 8.16% 12.4
MG
6612
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% – 88 9.09% 4.7
QFP
6613
Quantum Financial Partners
Kansas
$196M – – 13.4% – 153 – 0
OCM
6614
Octahedron Capital Management
California
$195M +$57.8M +42% 61.1% 234% 22 50% 3.9
BAM
6615
Bosun Asset Management
Illinois
$195M +$9.2M +5% 14.5% 278% 77 5.19% 11.7
MWM
6616
Momentous Wealth Management
Washington
$195M +$20.1M +12% 9.6% – 50 22% 4.4
WM
6617
WestCap Management
California
$195M +$187K +0.1% 102% – 2 0% 2
SL
6618
SFM LLC
New Hampshire
$195M +$29.6M +18% 10.9% – 73 19.18% 7.2
DWA
6619
Delos Wealth Advisors
Texas
$195M +$20.3M +12% 9.77% 58% 355 39.44% 4.2
TCOK
6620
Trust Company of Kansas
Kansas
$195M +$13.8M +8% 13.7% 87% 63 17.46% 13.1
FI
6621
Finivi Inc
Massachusetts
$195M +$11.8M +6% 15.6% 144% 119 20.17% 9.2
SRA
6622
Secured Retirement Advisors
Minnesota
$195M +$18.2M +10% 15.4% – 157 31.85% 4.8
CC
6623
Constitution Capital
Connecticut
$195M -$5.29M -3% 10.7% 70.2% 66 13.64% 15.5
CFG
6624
Cosner Financial Group
Colorado
$195M +$12.7M +7% 12.2% 49.7% 37 8.11% 8.7
CWI
6625
Conscious Wealth Investments
Florida
$195M +$15M +8% 31.3% – 68 16.18% 5.9