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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 Holding
Period (Yrs)
CMS
6801
Capital Market Strategies
Florida
$144M -$6.01M -4% 17.5% 120% 153 15.69% 1.9
Investment Partners Asset Management
6802
Investment Partners Asset Management
New Jersey
$144M +$16.3M +13% 9.43% 86.1% 157 7.01% 1.3
Authentikos Wealth Advisory
6803
Authentikos Wealth Advisory
California
$144M +$15.8M +12% 5.02% 43.5% 70 37.14% 0.6
BRWM
6804
Blue Rock Wealth Management
North Carolina
$144M +$25.7M +22% 10.9% – 106 12.26% 0.4
Foundation Wealth Management (Missouri)
6805
Foundation Wealth Management (Missouri)
Missouri
$144M +$15.9M +12% 10% 74.9% 45 4.44% 1.9
CWA
6806
Clearview Wealth Advisors
Oregon
$144M +$9.7M +7% 7.31% 45.2% 106 11.32% 2.9
Widmann Financial Services
6807
Widmann Financial Services
Maryland
$143M +$14.7M +11% 8.56% 75.2% 112 10.71% 2.6
Renaissance Capital
6808
Renaissance Capital
Connecticut
$143M +$13.9M +11% 37.1% 392% 29 6.9% 1.1
Wilson & Boucher Capital Management
6809
Wilson & Boucher Capital Management
California
$143M +$9.14M +7% 8% 69.8% 113 7.96% 2.9
Chapman Investment Management
6810
Chapman Investment Management
California
$143M +$9.34M +7% 10.1% 44% 29 3.45% 3.7
Teca Partners
6811
Teca Partners
Texas
$143M +$3.77M +3% 11% 66% 13 38.46% 0.9
CIG
6812
Cascade Investment Group
Colorado
$143M +$13.2M +10% 8.89% 93.2% 145 11.72% 1.9
Integrity Wealth Advisors
6813
Integrity Wealth Advisors
California
$143M +$6.63M +5% 5.13% – 70 22.86% 0.4
Terra Nova Asset Management
6814
Terra Nova Asset Management
New York
$143M +$16M +13% 18.4% 172% 91 8.79% 3.3
FSBI
6815
Fearless Solutions (Best Invest)
Texas
$143M +$14.3M +11% 7.7% – 109 8.26% 0.4
WESPAC Advisors
6816
WESPAC Advisors
California
$143M +$20.3M +17% 9.13% 112% 203 40.39% 1
Allen Wealth Management
6817
Allen Wealth Management
North Carolina
$143M -$2.27M -2% 0.61% – 62 6.45% 1.3
Central Asset Investments & Management Holdings
6818
Central Asset Investments & Management Holdings
Hong Kong
$143M +$83.7M +141% 36.6% 3,210% 51 37.25% 1.1
Berry Wealth Group
6819
Berry Wealth Group
Texas
$143M +$15.1M +12% 13% – 111 17.12% 0.9
Andina Capital Management
6820
Andina Capital Management
Utah
$143M +$2.4M +2% 7.22% 38.9% 151 21.85% 0.6
Repertoire Partners
6821
Repertoire Partners
New York
$143M -$84.2M -37% 14.5% 37.5% 19 73.68% 0.5
BCM
6822
Berbice Capital Management
New York
$143M +$26.7M +23% 26.2% – 196 26.02% 0.4
Doheny Asset Management
6823
Doheny Asset Management
California
$143M +$15M +12% 18.2% 135% 68 5.88% 5.9
Great Hill Partners
6824
Great Hill Partners
Massachusetts
$143M +$53.3M +60% 59.7% 24% 1 0% 3
Hurley Capital
6825
Hurley Capital
New York
$143M +$10.7M +8% 7.46% – 555 24.32% 0.5