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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
1WM
6926
1858 Wealth Management
Ohio
$142M +$6.85M +5% 8.51% 132 25.76%
SRSA
6927
S.R. Schill & Associates
Washington
$142M +$6.64M +5% 5.53% 36.7% 27 11.11%
HA
6928
HC Advisors
Georgia
$142M +$741K +0.5% 6.84% 55.2% 63 7.94%
CCG
6929
Coastwise Capital Group
California
$142M +$16.5M +13% 9.16% 88.8% 133 8.27%
CCM
6930
Collar Capital Management
Wisconsin
$142M +$23.3M +20% 12.2% 74 13.51%
AC
6931
Avant Capital
Louisiana
$142M +$13.2M +10% 7.14% 81 14.81%
NWM
6932
Nova Wealth Management
Florida
$142M +$5.83M +4% 7.96% 770 28.18%
GWA
6933
Genesis Wealth Advisors
Massachusetts
$142M +$8.55M +6% 6.19% 64 4.69%
BOM
6934
Bank of Marin
California
$142M +$9.21M +7% 7.26% 67.1% 134 8.96%
CFGW
6935
Chancellor Financial Group WB
Pennsylvania
$142M +$12.3M +9% 10.6% 140 9.29%
DQRIM
6936
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 19.1% 69 5.8%
SWA
6937
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 5.81% 46.4% 16 18.75%
DG
6938
Daventry Group
New York
$141M -$103M -42% 10.9% 12.7% 9 44.44%
CMMS
6939
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 7.09% 191 6.28%
VB
6940
Value Base
Israel
$141M -$33.8M -19% 14.1% 7 0%
BW
6941
Basepoint Wealth
Iowa
$141M +$11.7M +9% 13.8% 109% 108 7.41%
CWM
6942
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 5.22% 24% 39 0%
JWM
6943
JDH Wealth Management
California
$141M +$10.3M +8% 7.9% 51 3.92%
CAM
6944
Campion Asset Management
Virginia
$141M +$7.6M +6% 7.41% 70.2% 84 5.95%
FFS
6945
Flavin Financial Services
Florida
$141M +$37.7M +37% 6.61% 73 15.07%
GWA
6946
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 6.64% 41 24.39%
SVBP
6947
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 8.61% 58.2% 16 18.75%
CIM
6948
Chapman Investment Management
California
$141M -$2.7M -2% 0.74% 44% 32 18.75%
MFG
6949
Mosaic Financial Group
Illinois
$141M +$9.84M +8% 6.36% 124 12.9%
DI
6950
Disciplined Investors
Texas
$140M +$12.1M +9% 7.36% 126 11.11%