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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
$122M +$10.4M +9% 6.69% 83 12.05%
GFM
7227
GEN Financial Management
Minnesota
$122M -$25.3M -17% 6.19% 52 17.31%
BCCM
7228
Black Cypress Capital Management
Florida
$122M +$12.5M +11% 6.19% 29 6.9%
KSCM
7229
Kamunting Street Capital Management
Florida
$122M -$27M -18% 2.53% 7.47% 21 61.9%
IFO
7230
Intrepid Family Office
Florida
$122M +$51M +72% 9.07% 43 34.88%
AGP
7231
Aspire Growth Partners
Florida
$122M +$9.35M +8% 9.56% 117 5.98%
SFP
7232
SwitchPoint Financial Planning
Utah
$122M +$16.6M +16% 9.02% 64 28.13%
ACM
7233
Archon Capital Management
Washington
$122M +$27.1M +29% 35.8% 222% 60 45%
KCM
7234
Kids Capital Management
California
$122M +$23.5M +24% 24.8% 14 28.57%
OFG
7235
Opulen Financial Group
Virginia
$122M +$11.8M +11% 7.06% 100 10%
BF
7236
Bonfire Financial
Colorado
$122M +$13.4M +12% 7.99% 53 7.55%
RIA
7237
Richwood Investment Advisors
Ohio
$122M +$4.13M +4% 5.18% 66% 102 6.86%
CG
7238
Clifford Group
Massachusetts
$122M +$14.7M +14% 12.2% 67.9% 85 12.94%
PWM
7239
Palacios Wealth Management
Florida
$122M -$13M -10% 26.7% 77 24.68%
FG
7240
Fairman Group
Pennsylvania
$122M +$12.5M +11% 7.17% 261 3.07%
RWP
7241
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 10.1% 37 5.41%
WU
7242
Washington University
Missouri
$121M +$10.5M +10% 30.2% 44% 4 50%
AFA
7243
Avant Financial Advisors
Texas
$121M +$11.1M +10% 8.14% 65 3.08%
ACP
7244
Argyle Capital Partners
California
$121M +$4.71M +4% 6.17% 150 8%
SIA
7245
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 4.85% 56 3.57%
SCM
7246
Shorepath Capital Management
Utah
$121M -$11.2M -8% 10.9% 24 8.33%
AWA
7247
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 12.4% 134 16.42%
PWM
7248
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% 54 24.07%
LW
7249
Lauer Wealth
Indiana
$121M -$8.81M -7% 13.6% 75.5% 73 50.68%
AFW
7250
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% 167 32.34%