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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
CWMS
7226
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 1.24% 81 9.88%
CF
7227
Cyr Financial
Illinois
$112M +$2.26M +2% 0.66% 57 10.53%
RWM
7228
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 2.55% 124 12.1%
OWM
7229
Orca Wealth Management
Florida
$112M +$642K +0.6% 1.84% 67 10.45%
SAM
7230
Soviero Asset Management
New York
$112M -$48.1M -30% 8.45% 676% 82 78.05%
CAIM
7231
Catherine Avery Investment Management
Florida
$112M -$1.67M -1% 1.44% 187 19.25%
PAM
7232
Pacific Asset Management
Washington
$112M +$5.17M +5% 1.06% 53 15.09%
HTWM
7233
Hartmann Taylor Wealth Management
Texas
$112M 1.47% 51
EFMH
7234
E Fund Management (HK)
Hong Kong
$112M -$13.8M -11% 11.1% 163% 189 30.16%
SSCM
7235
Seven Six Capital Management
New York
$111M -$3.61M -3% 9.01% 30 23.33%
SFG
7236
Synergy Financial Group
California
$111M -$8.55M -7% 8.8% 133% 113 15.04%
IWM
7237
IMG Wealth Management
Florida
$111M +$3.24M +3% 2.06% 302 17.88%
PW
7238
Paladin Wealth
Minnesota
$111M -$4.4M -4% 1.49% 104 17.31%
CCP
7239
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 0.63% 95 32.63%
CPA
7240
Clear Point Advisors
New York
$111M -$5.73M -5% 1.51% 109 6.42%
CFG
7241
Cornerstone Financial Group
Nebraska
$111M +$9.69M +10% 0.01% 68 4.41%
AWM
7242
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 4.44% 51 5.88%
HFCIV
7243
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 39.6% 33.8% 1 0%
JAA
7244
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 0.02% 62 8.06%
CNBOF
7245
City National Bank of Florida
Florida
$111M +$1.46M +1% 2.55% 131 17.56%
MFC
7246
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 6.63% 5 0%
OF
7247
Outfitter Financial
Maine
$111M -$13.8M -11% 1.14% 95.9% 85 15.29%
FCMI
7248
Foresite Capital Management IV
California
$111M +$2.27M +2% 21.5% 151% 5 20%
GCM
7249
Generation Capital Management
New York
$111M -$5.63M -5% 1.97% 84 27.38%
DAS
7250
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 1.59% 58 8.62%