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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
7251
Collier Financial
Colorado
$131M -$2M -2% 1.47% 139 8.63%
CAG
7252
Cypress Advisory Group
Arizona
$131M -$5.11M -4% 2.13% 79 11.39%
SPWM
7253
Schrum Private Wealth Management
Florida
$131M -$4.15M -3% 2.07% 54.8% 130 9.23%
JPT
7254
Jordan Park Trust
New Hampshire
$131M -$15M -10% 9.87% 16 12.5%
LPP
7255
Life Planning Partners
Florida
$131M +$458K +0.4% 0.4% 69 5.8%
LAS
7256
Legacy Advisory Services
Pennsylvania
$131M -$2.04M -2% 1.8% 65 47.69%
CSF
7257
Capital Squared Financial
Maryland
$131M +$2.75M +2% 1.89% 88 10.23%
EWP
7258
Evergreen Wealth Partners
Montana
$131M +$12.2M +10% 2.63% 87 12.64%
LC
7259
LTG Capital
Massachusetts
$131M +$2.57M +2% 1.72% 43.8% 25 8%
ADEF
7260
ABS Direct Equity Fund
Connecticut
$131M +$46.8M +56% 2.14% 117 76.07%
AC
7261
Aldebaran Capital
Indiana
$131M +$19.3M +17% 13.1% 72.5% 43 18.6%
CIP
7262
Castlefield Investment Partners
$131M +$1.12M +0.9% 4.68% 36 2.78%
EIM
7263
Emmett Investment Management
New York
$131M +$962K +0.7% 1.45% 29 41.38%
NC
7264
Nightview Capital
Texas
$131M -$95.1M -42% 12.7% 142% 22 68.18%
FLP
7265
Financial Life Planners
Arizona
$130M -$8.86M -6% 5.91% 368 82.07%
NMCM
7266
Nicholson Meyer Capital Management
Missouri
$130M -$1.8M -1% 1.49% 46 10.87%
CP
7267
Clarendon Private
Massachusetts
$130M +$12.2M +10% 2.51% 126 23.81%
OIM
7268
Oder Investment Management
California
$130M -$7.89M -6% 4.85% 88.7% 104 5.77%
EPI
7269
Eddie Patel Inc
Illinois
$130M -$4.02M -3% 6.78% 133 50.38%
CCP
7270
Cushing Capital Partners
Wisconsin
$130M -$4.88M -4% 0.69% 107 28.04%
IIM
7271
Illumine Investment Management
Washington
$130M -$7.1M -5% 2.07% 101 18.81%
WM
7272
Windward Management
Florida
$130M -$40.4M -24% 19.9% 14 42.86%
CWAI
7273
Core Wealth Advisors (Indiana)
Indiana
$130M +$3.11M +2% 1.36% 35 14.29%
FC
7274
Fjell Capital
North Dakota
$130M -$397K -0.3% 2.34% 73 16.44%
EPCA
7275
Elizabeth Park Capital Advisors
Ohio
$130M +$8.51M +7% 2.32% 77.8% 53 28.3%