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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 Avg Time
Held (Qtrs)
CWMGO
7126
Capstone Wealth Management Group (Oregon)
Oregon
$166M +$3.42M +2% 16.1% – 139 23.02% 4.4
SFG
7127
Shum Financial Group
California
$166M +$24.5M +17% 15% – 110 19.09% 5.5
CCA
7128
Cottonwood Capital Advisors
Utah
$166M +$24.1M +17% 18.6% 78.3% 90 6.67% 15
ZC
7129
Zeit Capital
Colorado
$166M +$16.5M +11% 10.6% 51.6% 52 0% 10.4
RWM
7130
Refined Wealth Management
Utah
$166M +$7.27M +5% 6.38% 76.8% 52 9.62% 9.1
WAS
7131
Westco Advisory Services
New York
$166M +$10.2M +7% 20.4% – 107 10.28% 1.8
SRSA
7132
S.R. Schill & Associates
Washington
$166M +$17.6M +12% 8.66% 36.7% 29 13.79% 15.9
GSWA
7133
Good Steward Wealth Advisors
Tennessee
$166M +$10.1M +6% 7.49% – 75 14.67% 4.1
VWA
7134
VERITY Wealth Advisors
United States
$166M +$15.8M +11% 13.8% 59.9% 85 9.41% 18.4
TWM
7135
TopTier Wealth Management
Wisconsin
$166M +$2.88M +2% 12% – 795 83.27% 1.9
RB
7136
Robert Bosch
Germany
$166M +$5.15M +3% 5.73% – 3 0% 4.3
KOMWMG
7137
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165M +$18.8M +13% 9.91% 60.2% 101 16.83% 11.3
OC
7138
OceanIQ Capital
California
$165M – – 12% – 110 – 0
LIM
7139
Lancaster Investment Management
United Kingdom
$165M -$16.3M -9% 2.66% 18% 13 53.85% 3.5
GC
7140
Gratia Capital
California
$165M -$61.8M -27% 12.2% 42.4% 43 48.84% 4
CFG
7141
Copley Financial Group
California
$165M -$378K -0.2% 7.59% – 124 12.1% 4.5
ACA
7142
Anchorage Capital Advisors
New York
$165M -$213M -56% 5.06% – 7 42.86% 4.4
LM
7143
Lansing Management
New York
$165M +$14.6M +10% 13.7% 76.9% 14 7.14% 8.5
MCM
7144
Multicoin Capital Management
Texas
$165M +$89.2M +117% 38.5% – 3 33.33% 1.5
FHM
7145
Framtiden Holdings Management
Illinois
$165M +$62.9M +62% 11.4% – 6 0% 2
FGI
7146
Foresight Global Investors
New York
$165M +$10.9M +7% 8.94% 72.8% 33 15.15% 4.3
HCM
7147
Hahn Capital Management
California
$165M +$5.77M +4% 9.86% 53.6% 32 6.25% 29
HPBT
7148
Hickory Point Bank & Trust
Illinois
$165M +$13.4M +9% 12.7% – 473 10.15% 2.3
TTIC
7149
Tower Trust & Investment Company
Iowa
$165M +$12.4M +8% 17.1% – 254 20.87% 3.7
LFA
7150
Laraway Financial Advisors
Minnesota
$165M +$22.5M +16% 21.7% 92.3% 140 7.86% 13.5