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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
TMC
7551
Themes Management Co
Connecticut
$134M 3.11% 141
BFS
7552
Burr Financial Services
California
$134M -$961K -0.7% 1.13% 28 7.14%
GWM
7553
Goldenstone Wealth Management
California
$134M 3.17% 84
PF
7554
PlanWiser Financial
Colorado
$134M +$7.74M +6% 1.88% 53 20.75%
GC
7555
Grizzlyrock Capital
Illinois
$134M +$4.81M +4% 3.35% 28 39.29%
CCM
7556
CFO Capital Management
Connecticut
$133M 2.74% 110
VB
7557
Value Base
Israel
$133M -$7.74M -5% 3.05% 8 12.5%
SIA
7558
Sage Investment Advisers
New York
$133M 3.54% 86
OFG
7559
Orcam Financial Group
California
$133M +$9.54M +8% 1.66% 40% 59 8.47%
IVP
7560
Intrinsic Value Partners
Arizona
$133M +$9.83M +8% 6.75% 126% 70 5.71%
RA
7561
Raffles Associates
New York
$133M +$25.9M +24% 1.67% 50% 62 33.87%
DCM
7562
Dorato Capital Management
Colorado
$133M 1.56% 256
CF
7563
Collier Financial
Colorado
$133M +$168K +0.1% 1.36% 135 6.67%
AWA
7564
AGH Wealth Advisors
Kansas
$133M -$3.32M -2% 3.53% 128 13.28%
GCG
7565
Gilbert Capital Group
Maine
$133M +$3.76M +3% 2.55% 58 20.69%
WWM
7566
Westwood Wealth Management
California
$133M -$140M -51% 2.26% 425% 134 86.57%
LWM
7567
Lionshead Wealth Management
New York
$133M +$6.96M +6% 2.26% 109 8.26%
JAA
7568
Joel Adams & Associates
North Carolina
$133M +$9.05M +7% 1.78% 66 9.09%
LAS
7569
Legacy Advisory Services
Pennsylvania
$133M +$180K +0.1% 1.22% 52 5.77%
DFS
7570
Demming Financial Services
Ohio
$133M 3.2% 35
LHP
7571
Lexington Hill Partners
Texas
$133M 2.32% 67
SIM
7572
Summitas Investment Management
Texas
$133M 3.72% 10
FF
7573
Farnam Financial
Arizona
$133M +$4.18M +3% 1.87% 55 10.91%
WN
7574
Williams & Novak
California
$133M +$2.84M +2% 4.34% 159 23.27%
TCK
7575
Topor & Co Korea
$133M 2.76% 15