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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
KFG
7626
Kropog Financial Group
Louisiana
$129M +$7.05M +6% 1.6% 30 10%
TC
7627
Tenere Capital
New York
$129M -$295M -70% 6.46% 131% 31 61.29%
SHC
7628
SALT Holding Corp
Delaware
$129M +$21.9M +20% 6.42% 24 41.67%
CF
7629
Concorde Financial
Texas
$129M -$51.4M -28% 3.66% 81.3% 37 29.73%
TC
7630
Trium Capital
United Kingdom
$129M -$127M -50% 13.5% 189% 70 54.29%
CPA
7631
Clear Point Advisors
New York
$129M +$143K +0.1% 2.05% 125 10.4%
FB
7632
Finward Bancorp
Indiana
$129M -$2.84M -2% 1.52% 111 10.81%
CAM
7633
Clio Asset Management
Virginia
$129M -$5.96M -4% 0.52% 70% 14 0%
RC
7634
Rahlfs Capital
Texas
$129M +$2.33M +2% 2.91% 91 10.99%
DSC
7635
Daytona Street Capital
Missouri
$129M 1.74% 304
FTEA
7636
Forty-three Eighteen Advisors
Arkansas
$129M 6.87% 73
CRA
7637
Clear Retirement Advice
California
$129M 2.27% 53
JKSF
7638
John & Kathleen Schreiber Foundation
Illinois
$129M -$25.8M -17% 7.85% 30.8% 4 0%
TWA
7639
Talisman Wealth Advisors
New Jersey
$129M +$7.83M +6% 2.31% 70.8% 125 16.8%
NWA
7640
Northwest Wealth Advisors
Washington
$128M 1.63% 61
GCM
7641
Gunpowder Capital Management
Maryland
$128M 3.8% 439
OFI
7642
Outbound Financial Inc
Colorado
$128M +$5.79M +5% 1.36% 42 7.14%
MWM
7643
MFG Wealth Management
Indiana
$128M -$4.09M -3% 0.81% 72 31.94%
LC
7644
LTG Capital
Massachusetts
$128M +$1.25M +1% 1.3% 56% 28 14.29%
SEA
7645
Stegent Equity Advisors
Texas
$128M +$5.47M +4% 1.73% 91.5% 129 24.81%
RE
7646
Rydar Equities
Texas
$128M +$3.48M +3% 2.63% 95 6.32%
GIM
7647
Guardian Investment Management
California
$128M +$10.7M +9% 4.91% 89.7% 56 1.79%
B
7648
BennBridge
United Kingdom
$128M -$15M -10% 0.16% 7 14.29%
CSF
7649
Capital Squared Financial
Maryland
$128M +$12.9M +11% 2.33% 83 7.23%
MWP
7650
Momentum Wealth Planning
Florida
$128M -$317K -0.2% 2.46% 49 30.61%