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
CWG
4951
Crown Wealth Group
North Carolina
$230M +$29.8M +15% 123
CFLC
4952
California First Leasing Corp
California
$230M +$6.24M +3% 45
DR
4953
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 39
SIC
4954
Samalin Investment Counsel
New York
$230M +$15.8M +7% 294
RA
4955
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 119
PIP
4956
Palisades Investment Partners
California
$230M +$27.8M +14% 43
LWMNY
4957
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 77
VU
4958
Valence8 US
Massachusetts
$229M +$37.6M +20% 56
HC
4959
Hillman Company
Pennsylvania
$229M +$20.9M +10% 14
WS
4960
Wela Strategies
Georgia
$229M +$14.7M +7% 54
RHI
4961
Richmond Hill Investments
New York
$229M +$13.6M +6% 4
BFA
4962
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 101
CCM
4963
Consolidated Capital Management
California
$229M +$20M +10% 43
GWP
4964
Gen-Wealth Partners
Michigan
$229M +$22M +11% 735
SM
4965
Sensible Money
Arizona
$229M +$23.8M +12% 87
CPW
4966
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 121
CPM
4967
Crescent Park Management
California
$229M +$27.1M +13% 37
TAM
4968
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 129
MFC
4969
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 249
RFS
4970
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 41
IAMH
4971
IvyRock Asset Management (HK)
Hong Kong
$228M -$6.5M -3% 26
KC
4972
Kepos Capital
New York
$228M -$29.3M -11% 256
WIP
4973
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 142
OAP
4974
One Advisory Partners
Kansas
$228M +$11M +5% 48
RM
4975
RP Management
New York
$228M +$48.9M +27% 4