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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
DWA
7851
Davis Wealth Advisors
New Hampshire
$129M +$8.93M +7% 11.6% 82 23.17%
UCM
7852
Up Capital Management
California
$129M +$40.1M +45% 38% 21 19.05%
SCVTA
7853
Santa Clara Valley Transportation Authority
California
$129M +$8.88M +7% 7.25% 4 0%
CAG
7854
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% 83 12.05%
SHFG
7855
S Harris Financial Group
Texas
$129M +$19.4M +18% 12.3% 129 20.93%
CIM
7856
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% 3 0%
SAM
7857
Sherman Asset Management
California
$129M +$20.2M +19% 16.7% 157 15.29%
CW
7858
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% 223 14.35%
KIA
7859
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% 38 7.89%
Q1WB
7860
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% 833 15.49%
LRI
7861
Linden Rose Investment
Texas
$129M +$52.5M +69% 122% 8 25%
PFS
7862
Professional Financial Solutions
Virginia
$129M +$16.3M +14% 11.1% 41 7.32%
JF
7863
JMN Financial
Ohio
$129M +$26.8M +26% 24.5% 266 42.86%
WHCFA
7864
William Howard & Co Financial Advisors
Tennessee
$129M +$12.8M +11% 12.5% 55 3.64%
RCG
7865
Ridge Creek Global
Ohio
$129M +$10.6M +9% 14.5% 95 11.58%
AFS
7866
AFG Fiduciary Services
Massachusetts
$128M -$42.6M -25% 14.4% 61.9% 93 35.48%
TP
7867
TenCore Partners
New York
$128M -$302K -0.2% 8.09% 50.4% 16 18.75%
SHF
7868
Safe Harbor Fiduciary
Florida
$128M +$23.4M +22% 23.5% 68 27.94%
TCM
7869
TT Capital Management
California
$128M +$7.08M +6% 2.71% 82 17.07%
JRPIM
7870
Journey Retirement Planning & Investment Management
Idaho
$128M +$14.8M +13% 12.7% 160 20.63%
KGC
7871
Kennon-Green & Company
Ohio
$128M +$6.26M +5% 3.9% 43.3% 41 4.88%
ML
7872
MILFAM LLC
Florida
$128M +$25.9M +25% 4.33% 13 46.15%
JBW
7873
Journey Beyond Wealth
Georgia
$128M +$11.6M +10% 15.4% 31 9.68%
CH
7874
CDKV Holdings
Colorado
$128M +$14.1M +12% 12.3% 282 4.61%
BFM
7875
Brooklands Fund Management
United Kingdom
$128M +$39M +44% 13.3% 77 70.13%