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
BWCS
4976
Beirne Wealth Consulting Services
Connecticut
$183M +$7.12M +4% 122
TA
4977
Townsend & Associates
Colorado
$183M -$19.9M -10% 79
SP
4978
SCF Partners
Texas
$183M -$22.6M -11% 4
DCM
4979
Davidson Capital Management
Texas
$183M -$15.8M -8% 97
EF
4980
Exeter Financial
Arizona
$183M +$15.2M +9% 83
VBFP
4981
Valtinson Bruner Financial Planning
Minnesota
$183M +$405K +0.2% 100
CWM
4982
Collaborative Wealth Management
Florida
$183M 196
CB
4983
CNB Bank
Pennsylvania
$183M +$16M +10% 492
FCAG
4984
First Capital Advisors Group
New Jersey
$182M 63
LWM
4985
Loveless Wealth Management
Montana
$182M +$17.8M +11% 136
MVPI
4986
Maven Ventures Partners II
California
$182M 2
KCM
4987
Knoll Capital Management
Florida
$182M -$18.6M -9% 42
MAWCM
4988
Mine & Arao Wealth Creation & Management
California
$181M +$14.5M +9% 326
SHFA
4989
SC&H Financial Advisors
Maryland
$181M 151
RCI
4990
RS Crum Inc
California
$181M 69
BA
4991
Baugh & Associates
Georgia
$181M +$17.7M +11% 42
MC
4992
Metavasi Capital
New York
$181M 23
IWP
4993
Insight Wealth Partners
Texas
$181M +$23.5M +15% 83
IOOF
4994
Independent Order of Foresters
Ontario, Canada
$181M +$13.4M +8% 13
MSWM
4995
Mader & Shannon Wealth Management
Missouri
$181M +$24.2M +15% 21
YEPI
4996
Yorktown Energy Partners IX
New York
$181M +$10.1M +6% 2
HSWM
4997
Hubbell Strickland Wealth Management
Louisiana
$181M +$15.6M +9% 70
SHCM
4998
Stone House Capital Management
Florida
$180M -$63.5M -26% 2
JRCM
4999
Jones Road Capital Management
New York
$180M +$28.4M +19% 71
CCM
5000
Cribstone Capital Management
Maine
$180M +$12.4M +7% 445