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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
SC
7701
Shuttleworth & Co
Ohio
$111M +$1.16M +1% 0.33% 60 15%
FF
7702
Frankly Finances
Florida
$110M +$5.05M +5% 1.92% 65 4.62%
CWMP
7703
Clarion Wealth Managment Partners
Virginia
$110M +$2.31M +2% 0.07% 88 12.5%
MDA
7704
Minot DeBlois Advisors
Massachusetts
$110M -$1.14M -1% 1.39% 245 15.92%
CWMS
7705
CFG Wealth Management Services
Indiana
$110M +$537K +0.5% 0.12% 190 37.37%
CCI
7706
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 10.5% 481% 51 43.14%
AC
7707
AWH Capital
Texas
$110M +$1.72M +2% 0.52% 139% 22 18.18%
NC
7708
nVerses Capital
Florida
$110M +$65.4M +146% 0.85% 496 89.72%
FA
7709
Forefront Analytics
Pennsylvania
$110M -$3.31M -3% 1% 33.5% 47 25.53%
PXPO
7710
Peak XV Partners Operations
Mauritius
$110M -$57.7M -34% 34.4% 1 0%
OWA
7711
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 0.55% 72 11.11%
MCM
7712
Masterton Capital Management
New York
$110M -$33.6M -23% 0.17% 3.52% 28 53.57%
NA
7713
NWM Advisors
California
$110M -$5.15M -4% 4.66% 25 8%
NMC
7714
New Mountain Capital
New York
$110M -$50.7M -32% 31.6% 67.2% 1 0%
BCM
7715
Bond Capital Management
California
$110M -$7.62M -6% 4.19% 28.9% 4 0%
BAM
7716
Belleair Asset Management
Florida
$110M +$4.66M +4% 1.44% 83 12.05%
SHFG
7717
S Harris Financial Group
Texas
$110M +$5.22M +5% 1.53% 114 21.93%
HM
7718
Heronetta Management
New York
$110M -$63.4M -37% 16.9% 59.7% 25 36%
DAM
7719
Directional Asset Management
Illinois
$109M -$4.62M -4% 0.96% 97 11.34%
SCP
7720
Searchlight Capital Partners
New York
$109M +$1.1M +1% 18.3% 70.4% 3 33.33%
TCRG
7721
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 0.7% 24 0%
BCM
7722
Bretton Capital Management
California
$109M -$10.2M -9% 8.63% 18 0%
KPWM
7723
KDK Private Wealth Management
Texas
$109M -$5.25M -5% 3.13% 73 19.18%
PCMN
7724
Paradigm Capital Management (Nevada)
Nevada
$109M +$1.55M +1% 3.92% 66 15.15%
MGI
7725
Miller Global Investments
Texas
$109M -$1.41M -1% 5.59% 309 30.1%