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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
C
6776
Croban
Ohio
$150M +$33M +28% 5.79% 80 8.75%
CC
6777
Cultivar Capital
Texas
$150M +$11.6M +8% 9.08% 42 11.9%
EWA
6778
Exit Wealth Advisors
Georgia
$150M 14.1% 124
SIM
6779
Sentry Investment Management
Wisconsin
$150M -$31.5M -17% 10.1% 94.5% 544 11.58%
LWM
6780
LeConte Wealth Management
Tennessee
$150M +$1.96M +1% 6.82% 140 35%
DWS
6781
Dynamic Wealth Strategies
California
$150M +$10.8M +8% 5.77% 245 6.53%
CC
6782
Capstone Capital
Nevada
$150M +$11.9M +9% 6.58% 25 12%
HFS
6783
Hopwood Financial Services
Virginia
$150M +$21.7M +17% 7.08% 324 12.65%
BCG
6784
Bravias Capital Group
New Jersey
$150M +$13.3M +10% 7.54% 126 31.75%
AF
6785
AtlasMark Financial
Texas
$150M +$18.1M +14% 7.15% 44 13.64%
CAM
6786
Crown Advisors Management
California
$149M +$24.1M +19% 19.6% 216% 43 20.93%
CCM
6787
Crew Capital Management
Ohio
$149M +$9.95M +7% 7.39% 76.3% 120 10%
BCM
6788
Basso Capital Management
Connecticut
$149M +$14.4M +11% 6.81% 85.5% 85 17.65%
HWMC
6789
Heritage Wealth Management (California)
California
$149M -$646K -0.4% 8.04% 92 7.61%
CTFG
6790
Capstone Triton Financial Group
Oklahoma
$149M +$11.4M +8% 8.59% 94 11.7%
DI
6791
Dalton Investments
Nevada
$149M -$39.6M -21% 8.35% 94.7% 23 34.78%
SR
6792
Summer Road
Florida
$149M +$18M +14% 25.8% 101% 25 28%
MCM
6793
MontVue Capital Management
Virginia
$149M +$8.68M +6% 7.75% 66 1.52%
FLP
6794
Financial Life Planners
Arizona
$149M +$25.9M +21% 11.2% 362 83.7%
GA
6795
Gordian Advisors
Arizona
$149M +$9.08M +6% 6% 49 6.12%
VBCG
6796
Valley Brook Capital Group
Pennsylvania
$149M +$15.2M +11% 9.49% 106% 124 7.26%
MFG
6797
Menard Financial Group
Texas
$149M -$19.6M -12% 10.1% 105% 99 23.23%
JWM
6798
JP Wealth Management
South Carolina
$149M +$15M +11% 7.53% 17 23.53%
CA
6799
Cannon Advisors
North Carolina
$149M +$24.4M +20% 11.7% 86 23.26%
NA
6800
Nautilus Advisors
California
$149M +$12.2M +9% 7.25% 176 9.66%