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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
FP
6951
Factorial Partners
New York
$145M +$7.28M +5% 8.53% 80.1% 70 15.71%
CI
6952
CPR Investments
Michigan
$145M +$16.5M +13% 8.1% 79.3% 57 31.58%
WG
6953
Warner Group
Connecticut
$145M 8.42% 60
BWA
6954
Blodgett Wealth Advisors
California
$145M +$17.6M +14% 12.7% 124% 66 10.61%
IFS
6955
Integrated Financial Solutions
Virginia
$145M +$27.6M +23% 21% 27 14.81%
MCM
6956
Mork Capital Management
California
$145M +$8.05M +6% 8.24% 61.9% 111 3.6%
WCM
6957
Wildcat Capital Management
New York
$145M -$23.2M -14% 21% 126% 8 62.5%
PWA
6958
Principia Wealth Advisory
Texas
$145M +$26.9M +23% 17.2% 1,022 13.01%
GFG
6959
Grantvest Financial Group
New Jersey
$145M +$10.1M +8% 4.61% 157 14.65%
MWS
6960
MFA Wealth Services
California
$145M +$11.8M +9% 6.28% 126 12.7%
LAMNM
6961
Longview Asset Management (New Mexico)
New Mexico
$145M +$12.5M +9% 6.72% 60 20%
SWM
6962
Seed Wealth Management
Illinois
$145M +$10.6M +8% 5.73% 58.4% 150 24.67%
PU
6963
Petiole USA
New York
$145M +$3.41M +2% 6.43% 105% 37 2.7%
WF
6964
WinCap Financial
Massachusetts
$145M +$20.3M +16% 8.74% 92 16.3%
GSWA
6965
Good Steward Wealth Advisors
Tennessee
$145M +$17.2M +13% 5.3% 100 29%
CFG
6966
Chapman Financial Group
Hawaii
$145M +$26.8M +23% 7.04% 276 24.28%
ALS
6967
Andrew L. Share
$145M +$408K +0.3% 2.91% 14.8% 16 18.75%
CAP
6968
Columbia Advisory Partners
Washington
$145M +$12.5M +9% 7.08% 63.7% 96 22.92%
CBOR
6969
Community Bank of Raymore
Missouri
$144M +$9.41M +7% 8.33% 89.6% 76 6.58%
DG
6970
DMC Group
Alabama
$144M +$15.9M +12% 7.91% 99.2% 146 16.44%
CGA
6971
Channing Global Advisors
Florida
$144M -$10.5M -7% 10.7% 131% 47 12.77%
GK
6972
Graney & King
New York
$144M -$4.55M -3% 5.86% 359 5.57%
CIAM
6973
Caitong International Asset Management
Hong Kong
$144M +$4.42M +3% 451% 2,636 54.82%
WWA
6974
Wingate Wealth Advisors
Massachusetts
$144M +$32.1M +29% 5.57% 113 14.16%
CRIG
6975
Charter Research & Investment Group
Connecticut
$144M +$10.5M +8% 10.7% 82.3% 85 4.71%