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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
CF
7051
CBM Financial
Texas
$168M +$7.82M +5% 11.5% 18 22.22%
SIM
7052
Sentry Investment Management
Wisconsin
$168M +$22.2M +15% 14.9% 103% 1 0%
USWIA
7053
UP Strategic Wealth Investment Advisors
Pennsylvania
$168M +$9.15M +6% 17.8% 108 12.96%
VFS
7054
Valpey Financial Services
New Hampshire
$168M +$14.2M +9% 9.77% 77 3.9%
KK
7055
Karl Kapital
California
$168M +$23.6M +16% 26.9% 33 57.58%
RCA
7056
Runnymede Capital Advisors
Ohio
$168M +$51.4M +44% 70.2% 81 12.35%
SVWA
7057
Sarver Vrooman Wealth Advisors
Missouri
$168M +$5.42M +3% 2.25% 148 8.78%
IIL
7058
Income Insurance Ltd
$168M +$20.7M +14% 28.9% 189 15.87%
PCM
7059
Pincus Capital Management
New York
$168M +$24.1M +17% 23% 53 7.55%
E
7060
Evansbrook
Illinois
$168M +$17.9M +12% 17.8% 129 10.85%
BV
7061
Boxwood Ventures
Illinois
$168M +$73.2M +78% 14.4% 88% 38 15.79%
GEH
7062
General Equity Holdings
New York
$167M +$32.8M +24% 15.9% 775% 14 28.57%
IVGAI
7063
Index Venture Growth Associates IV
Jersey
$167M +$4.59M +3% 4.26% 2 0%
MWS
7064
MFA Wealth Services
California
$167M +$16.4M +11% 10.8% 136 11.76%
FC
7065
Fairscale Capital
New Hampshire
$167M +$22.8M +16% 18.5% 444 2.25%
EPI
7066
Eddie Patel Inc
Illinois
$167M +$37.2M +29% 60.3% 156 57.69%
GWA
7067
Genesis Wealth Advisors
Massachusetts
$167M +$17.5M +12% 9.31% 75 18.67%
TDC
7068
Thompson Davis & Co
Virginia
$167M +$17.3M +12% 14.7% 188% 193 39.9%
LAM
7069
Lummis Asset Management
Texas
$167M -$96.9K -0.1% 3.72% 232 22.84%
GFM
7070
GEN Financial Management
Minnesota
$167M +$5.6M +3% 9.15% 57 35.09%
AF
7071
Amara Financial
California
$167M +$22M +15% 12.3% 48 6.25%
SOWAS
7072
Silver Oak Wealth Advisors Services
California
$167M +$13.1M +8% 9.18% 42 11.9%
RSWA
7073
Robinson Smith Wealth Advisors
Maine
$167M +$19.1M +13% 11.1% 101 19.8%
CFO
7074
Custos Family Office
Texas
$167M +$22.3M +15% 13.8% 57.4% 72 15.28%
SRS
7075
Strong Retirement Solutions
Washington
$167M +$24.1M +17% 18.8% 89 11.24%