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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 Avg Time
Held (Qtrs)
DV
7976
DAG Ventures
California
$125M -$4.01M -3% 3.04% – 3 0% 7.3
CFM
7977
Cornerstone Financial Management
Massachusetts
$125M +$15.7M +14% 12.6% – 1,565 22.36% 1.6
KWM
7978
Kassira Wealth Management
Tennessee
$125M +$15.8M +15% 10.6% – 68 19.12% 2.2
CHWM
7979
Cauble & Harre Wealth Management
Missouri
$125M -$870K -0.7% 4.5% – 77 10.39% 1.8
BHPW
7980
Box Hill Private Wealth
Arizona
$125M +$23.5M +23% 23% – 73 17.81% 1.6
KSB
7981
Kennebec Savings Bank
Maine
$125M +$13.2M +12% 11.1% – 289 15.57% 5.5
EIP
7982
Essential Investment Partners
Colorado
$125M +$16.6M +15% 22.1% – 322 9.63% 1.8
HCG
7983
Haven Capital Group
California
$125M +$16.8M +16% 20.5% – 40 15% 4.8
PWM
7984
Platt Wealth Management
California
$124M +$21.8M +21% 14.2% – 58 15.52% 1.6
BVP
7985
Bristlecone Value Partners
California
$124M +$10.7M +9% 11.8% – 71 5.63% 1.5
MFS
7986
Miller Financial Services
Michigan
$124M +$32.9M +36% 7.8% – 152 27.63% 3.8
EI
7987
EDMP Inc
Florida
$124M +$555K +0.4% 6.25% 71.6% 76 14.47% 17.1
SFP
7988
Sherwood Financial Partners
California
$124M +$11.1M +10% 10.2% – 8 0% 5.3
PHWM
7989
Palatine Hill Wealth Management
Michigan
$124M +$9.29M +8% 11.6% – 57 19.3% 1.6
CF
7990
Concorde Financial
Texas
$124M -$3.19M -3% 0.13% 81.3% 26 0% 12.4
PFG
7991
Prospect Financial Group
Virginia
$124M +$15.8M +15% 12.6% – 72 15.28% 4.7
CCMG
7992
Connecticut Capital Management Group
Connecticut
$124M +$18.3M +17% 17.7% – 133 21.05% 1.5
OFS
7993
Opus Financial Solutions
Illinois
$124M +$17.9M +17% 8.3% – 118 18.64% 1.6
BC
7994
Burnham & Co
Michigan
$124M – – 13.1% – 197 – 0
CF
7995
Conquis Financial
California
$124M +$3.37M +3% 10.8% – 54 0% 5.6
RAM
7996
Robocap Asset Management
United Kingdom
$124M +$30.5M +33% 85.1% 259% 26 26.92% 7.8
CCA
7997
Corps Capital Advisors
Texas
$124M +$8.73M +8% 23.3% – 110 22.73% 3.5
CWMP
7998
Clarion Wealth Managment Partners
Virginia
$124M +$13.5M +12% 12.3% – 92 14.13% 3.4
CI
7999
Cria Inc
New York
$124M -$13.9M -10% 9.35% – 2 0% 2
WWMP
8000
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$124M +$12.4M +11% 12.9% – 117 25.64% 1.6