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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
7401
Concorde Financial
Texas
$129M -$51.4M -28% 3.66% 85.6% 37 29.73%
TC
7402
Trium Capital
United Kingdom
$129M -$127M -50% 13.5% 189% 70 54.29%
CPA
7403
Clear Point Advisors
New York
$129M +$143K +0.1% 2.05% 125 10.4%
FB
7404
Finward Bancorp
Indiana
$129M -$2.84M -2% 1.52% 111 10.81%
CAM
7405
Clio Asset Management
Virginia
$129M -$5.96M -4% 0.52% 70% 14 0%
RC
7406
Rahlfs Capital
Texas
$129M +$2.33M +2% 2.91% 91 10.99%
FTEA
7407
Forty-three Eighteen Advisors
Arkansas
$129M 6.87% 73
CRA
7408
Clear Retirement Advice
California
$129M 2.27% 53
JKSF
7409
John & Kathleen Schreiber Foundation
Illinois
$129M -$25.8M -17% 7.85% 36.3% 4 0%
TWA
7410
Talisman Wealth Advisors
New Jersey
$129M +$7.83M +6% 2.31% 61.5% 125 16.8%
NWA
7411
Northwest Wealth Advisors
Washington
$128M 1.63% 61
GCM
7412
Gunpowder Capital Management
Maryland
$128M 3.8% 439
OFI
7413
Outbound Financial Inc
Colorado
$128M +$5.79M +5% 1.36% 42 7.14%
MWM
7414
MFG Wealth Management
Indiana
$128M -$4.09M -3% 0.81% 72 31.94%
LC
7415
LTG Capital
Massachusetts
$128M +$1.25M +1% 1.3% 43.8% 28 14.29%
SEA
7416
Stegent Equity Advisors
Texas
$128M +$5.47M +4% 1.73% 75.1% 129 24.81%
RE
7417
Rydar Equities
Texas
$128M +$3.48M +3% 2.63% 95 6.32%
GIM
7418
Guardian Investment Management
California
$128M +$10.7M +9% 4.91% 89.7% 56 1.79%
B
7419
BennBridge
United Kingdom
$128M -$15M -10% 0.16% 7 14.29%
CSF
7420
Capital Squared Financial
Maryland
$128M +$12.9M +11% 2.33% 83 7.23%
MWP
7421
Momentum Wealth Planning
Florida
$128M -$317K -0.2% 2.46% 49 30.61%
RYA
7422
Richard Young Associates
Georgia
$128M 3.03% 25
WA
7423
Wilmar Advisors
Florida
$128M +$6.2M +5% 7.25% 28 21.43%
PWM
7424
Positano Wealth Management
$128M 11.2% 21
WLG
7425
Williamson Legacy Group
Indiana
$128M -$1.49M -1% 18.5% 125 48.8%