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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
CIA
6851
Caerus Investment Advisors
Texas
$105M +$3.24M +3% 3.86% 63.6% 30 0%
OC
6852
Optimas Capital
Hong Kong
$105M +$17.5M +20% 25.6% 264% 37 75.68%
KAM
6853
Kirkoswald Asset Management
New York
$105M +$87.2M +480% 0% 5 100%
SFG
6854
Synergy Financial Group
California
$105M +$9.87M +10% 5.65% 126% 95 14.74%
SJGA
6855
Stephen J. Garry & Associates
New York
$105M +$6.43M +7% 5.14% 41 4.88%
RF
6856
Rubicon Founders
Tennessee
$105M +$4.79M +5% 4.78% 1 0%
MCI
6857
MRP Capital Investments
Georgia
$105M -$1.89M -2% 7.88% 153% 205 48.78%
CS
6858
Crescent Sterling
Louisiana
$105M +$598K +0.6% 6.36% 58.4% 81 9.88%
CW
6859
Code Waechter
Florida
$105M 7.21% 100
BAM
6860
BTS Asset Management
Massachusetts
$105M -$2.45M -2% 4.12% 8.06% 41 73.17%
BCM
6861
Bretton Capital Management
California
$105M 11.6% 20
AF
6862
Amara Financial
California
$105M 5.99% 42
SCVTA
6863
Santa Clara Valley Transportation Authority
California
$104M 4.73% 4
DWA
6864
Delta Wealth Advisors
Indiana
$104M +$2.34M +2% 4.48% 47 19.15%
PWP
6865
Phillips Wealth Planners
Mississippi
$104M +$9.53M +10% 9.16% 70% 202 16.34%
PCMN
6866
Paradigm Capital Management (Nevada)
Nevada
$104M 6.27% 58
LGG
6867
Luts & Greenleigh Group
Maryland
$104M +$8.01M +8% 5.71% 87 13.79%
SPAS
6868
Spectrum Planning & Advisory Services
California
$104M +$394K +0.4% 5.07% 61 19.67%
AWA
6869
Authentikos Wealth Advisory
California
$104M +$489K +0.5% 3.05% 27.1% 159 80.5%
OFG
6870
Orcam Financial Group
California
$103M +$10M +11% 5.65% 29.8% 49 18.37%
NCTC
6871
New Covenant Trust Company
Indiana
$103M +$16.2M +19% 5.94% 91 17.58%
CI
6872
Centerstone Investors
New York
$103M -$17M -14% 9.74% 73.7% 29 10.34%
CWP
6873
Corepath Wealth Partners
Arizona
$103M +$8.12M +9% 6.39% 56% 28 10.71%
BCP
6874
Breakout Capital Partners
New York
$103M +$20M +24% 2.96% 8 25%
MC
6875
Mayar Capital
United Kingdom
$103M -$4.83M -4% 10.8% 14.7% 13 7.69%