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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
CFS
6701
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 2.37% 136 8.09%
DG
6702
DMC Group
Alabama
$117M +$938K +0.8% 3.14% 99.2% 127 8.66%
VWM
6703
VanWeelden Wealth Management
Ohio
$117M 0.29% 20
SFS
6704
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 2.45% 105 26.67%
CAAM
6705
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 4.29% 199% 6 16.67%
BIG
6706
Bush Investment Group
Georgia
$116M +$3.26M +3% 3.01% 33 18.18%
SFS
6707
Symphony Financial Services
Ohio
$116M 4.08% 85
PCGDR
6708
Pangea Capital Gestao de Recursos
$116M -$1.56M -1% 2% 54.4% 4 25%
DWS
6709
Dynamic Wealth Strategies
California
$116M -$652K -0.6% 1.29% 249 4.02%
PHIC
6710
Pine Haven Investment Counsel
Massachusetts
$116M +$2.67M +2% 3.51% 72.1% 110 6.36%
MMRF
6711
Michelson Medical Research Foundation
California
$116M -$48.7M -30% 0.65% 52.2% 32 34.38%
SLFPAM
6712
St. Louis Financial Planners Asset Management
Missouri
$116M +$5.15M +5% 4.96% 136% 44 38.64%
MFIMFI
6713
Mesirow Financial Investment Management - Fixed Income
Illinois
$116M +$40.7M +54% 0.68% 26.9% 13 0%
BOM
6714
Bank of Marin
California
$116M +$2.35M +2% 4.28% 80.3% 126 13.49%
WAM
6715
Waterfall Asset Management
New York
$116M -$29.4M -20% 2.86% 6 16.67%
BPFA
6716
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 1.83% 79.7% 100 10%
LWA
6717
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 2.76% 63 7.94%
CH
6718
CVI Holdings
Delaware
$116M +$9.76M +9% 7.91% 25.8% 189 40.21%
ARCM
6719
Asia Research & Capital Management
Hong Kong
$116M -$244M -68% 0.56% 4 25%
ONST
6720
Old North State Trust
North Carolina
$116M -$2.52M -2% 4.94% 133 3.76%
RAM
6721
RK Asset Management
Michigan
$116M -$7.07M -6% 3.76% 47.6% 21 0%
IIL
6722
Insight Inv LLC
California
$116M +$513K +0.4% 1.62% 136% 89 1.12%
SL
6723
Stevard LLC
Illinois
$116M +$4.79M +4% 7.17% 59 16.95%
HFAS
6724
Hummer Financial Advisory Services
Illinois
$116M -$5.6M -5% 0.9% 60.6% 109 9.17%
MFS
6725
Monetta Financial Services
Illinois
$116M +$4.93M +4% 8.75% 275% 55 29.09%