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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
6826
Coordinated Financial Services
Colorado
$131M +$2.29M +2% 0.98% 142 8.45%
FVIM
6827
Fort Vancouver Investment Management
Washington
$130M +$12.5M +11% 0.46% 61 36.07%
CCM
6828
Crestwood Capital Management
New York
$130M -$5.71M -4% 7.33% 203% 15 0%
BAM
6829
Brickwood Asset Management
United Kingdom
$130M +$4.07M +3% 0.1% 5 20%
IAM
6830
Impala Asset Management
Florida
$130M +$6.52M +5% 12.6% 62.6% 27 66.67%
FWM
6831
FMA Wealth Management
Massachusetts
$130M -$4.19M -3% 0.56% 46 23.91%
E
6832
EntreWealth
Texas
$130M +$21.8M +20% 0.1% 62 9.68%
GSP
6833
Grafton Street Partners
Florida
$130M -$7.39M -5% 5.4% 13 23.08%
IDBONY
6834
Israel Discount Bank of New York
New York
$130M -$7.31M -5% 1.2% 37.3% 47 36.17%
CIG
6835
Cascade Investment Group
Colorado
$130M -$9.78M -7% 1.87% 86.8% 140 9.29%
DJFS
6836
Dean Jacobson Financial Services
Texas
$130M -$901K -0.7% 0.38% 55.7% 13 46.15%
CCA
6837
Coign Capital Advisors
Utah
$130M +$21.4M +20% 1.23% 80 12.5%
ZC
6838
Zeit Capital
Colorado
$130M -$429K -0.3% 0.96% 51.6% 26 7.69%
LW
6839
Lauer Wealth
Indiana
$130M -$19.7M -13% 4.95% 75.5% 63 50.79%
DKCM
6840
Davidson Kahn Capital Management
California
$130M +$21.4M +20% 6.62% 56 7.14%
CVSC
6841
C.V. Starr & Co
New York
$130M +$1.64M +1% 7.66% 8 62.5%
SWA
6842
Sterling Wealth Advisors
Florida
$130M +$2.29M +2% 0.35% 18 0%
FFA
6843
Frazier Financial Advisors
Ohio
$130M +$3.63M +3% 1.11% 669 11.96%
RC
6844
Renaissance Capital
Connecticut
$130M -$22.9M -15% 6.53% 410% 30 23.33%
HFS
6845
Hopwood Financial Services
Virginia
$130M -$2.46M -2% 2.48% 321 9.97%
PFMU
6846
Privium Fund Management (UK)
United Kingdom
$129M +$6.48M +5% 5.71% 37.1% 23 60.87%
CAM
6847
Campion Asset Management
Virginia
$129M -$3.14M -2% 1.59% 70.2% 86 3.49%
PWA
6848
Primoris Wealth Advisors
Florida
$129M -$2.28M -2% 0.92% 182% 105 21.9%
AI
6849
Axos Invest
Nevada
$129M -$8.31M -6% 0.1% 24 8.33%
CMU
6850
Carnegie Mellon University
Pennsylvania
$129M -$7.65M -6% 4.26% 61.6% 6 0%