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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
6751
Coordinated Financial Services
Colorado
$156M +$11.6M +8% 6.51% 161 8.7%
LP
6752
LB Partners
Virginia
$156M -$842K -0.5% 1% 29 20.69%
AI
6753
Acuitas Investments
Washington
$156M +$30.1M +24% 27.1% 145% 61 27.87%
MAM
6754
McCarthy Asset Management
California
$156M +$8.53M +6% 5.13% 27 3.7%
LF
6755
LifeSteps Financial
California
$156M +$10.1M +7% 9.04% 88% 89 3.37%
ACM
6756
Alethea Capital Management
Washington
$156M +$23.5M +18% 20.1% 275% 54 79.63%
PCP
6757
Panoramic Capital Partners
Oregon
$156M +$11.5M +8% 7.84% 63 12.7%
RWM
6758
Refined Wealth Management
Utah
$156M +$10.1M +7% 5.43% 76.8% 36 8.33%
SVWA
6759
Sarver Vrooman Wealth Advisors
Missouri
$156M +$5.12M +3% 1.86% 134 6.72%
SR
6760
Syntax Research
Florida
$156M +$14.8M +10% 8.37% 42.9% 182 10.99%
MSF
6761
Mustard Seed Financial
Arkansas
$156M +$16.7M +12% 5.95% 92 6.52%
OL
6762
OneFund LLC
Florida
$155M +$16.5M +12% 9.76% 515 3.11%
CAIM
6763
Catherine Avery Investment Management
Florida
$155M +$23.6M +18% 9.68% 178 15.73%
DWA
6764
Dougherty Wealth Advisers
Minnesota
$155M +$4.62M +3% 8.08% 67.5% 113 3.54%
SLFPAM
6765
St. Louis Financial Planners Asset Management
Missouri
$155M +$23.9M +18% 8.16% 136% 47 46.81%
SRB
6766
Shotwell Rutter Baer
Michigan
$155M +$7.79M +5% 4.91% 37 0%
RHDIC
6767
R.H. Dinel Investment Counsel
California
$155M +$4.95M +3% 4.42% 34.1% 42 0%
GMFG
6768
Greater Midwest Financial Group
Minnesota
$155M +$23.9M +18% 7.12% 62 12.9%
CNFG
6769
Creegan & Nassoura Financial Group
New Hampshire
$155M +$1.2M +0.8% 7.16% 52.6% 78 6.41%
APW
6770
Atlantic Private Wealth
North Carolina
$155M +$5.6M +4% 5.91% 55.7% 259 16.22%
CCA
6771
Cooper Capital Advisors
California
$155M +$51.2M +49% 7.4% 45 28.89%
ECM
6772
English Capital Management
Michigan
$155M +$3.43M +2% 4.43% 36 5.56%
D
6773
Dentgroup
Louisiana
$155M +$10.6M +7% 6.21% 53.6% 97 11.34%
OCM
6774
Orleans Capital Management
Louisiana
$155M -$33.8M -18% 9.58% 94.6% 114 14.04%
PMSA
6775
Patrick M. Sweeney & Associates
Illinois
$155M +$9.32M +6% 8.36% 162 5.56%