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
CFGF
5176
Compass Financial Group (Florida)
Florida
$178M +$13.1M +8% 36
ACP
5177
Acuta Capital Partners
California
$178M +$40.1M +29% 55
MFC
5178
Mechanics Financial Corp
Ohio
$178M -$4.17M -2% 221
TCM
5179
Tieton Capital Management
Washington
$178M +$18.9M +12% 37
WF
5180
Warner Financial
Maryland
$177M +$26.8M +18% 102
MAS
5181
Madden Advisory Services
Florida
$177M +$19.4M +12% 94
WA1
5182
Wimmer Associates 1
California
$177M +$17.1M +11% 109
PGDP
5183
Pragma Gestao de Patrimonio
Brazil
$177M +$11.8M +7% 24
BCFD
5184
Boit C.F. David
$177M +$30.9M +21% 133
BAM
5185
Bayview Asset Management
Florida
$177M -$26.4M -13% 20
LIG
5186
Lokken Investment Group
Delaware
$177M +$24.3M +16% 148
IFO
5187
Independent Family Office
New York
$177M +$16.7M +10% 75
RTL
5188
Red Tortoise LLC
Georgia
$177M +$27.5M +18% 607
DWM
5189
Denver Wealth Management
Colorado
$177M +$22.1M +14% 78
WAM
5190
Waterfall Asset Management
New York
$177M 7
E
5191
EnerVest
Texas
$177M -$13.4M -7% 1
RFS
5192
Retirement Financial Solutions
Tennessee
$177M +$28.2M +19% 47
NLP
5193
Next Level Private
New York
$176M +$25.7M +17% 111
CHA
5194
Cooper/Haims Advisors
New York
$176M +$47.9M +37% 86
AWMT
5195
AAFMAA Wealth Management & Trust
North Carolina
$176M +$68.7M +64% 61
USB
5196
Union Savings Bank
Connecticut
$176M +$15.9M +10% 312
AGM
5197
Aragon Global Management
Florida
$176M 15
WSWA
5198
Warren Street Wealth Advisors
California
$176M +$25M +17% 90
PWG
5199
Private Wealth Group
Florida
$176M +$23.6M +15% 56
IF
5200
IRON Financial
Illinois
$176M +$3.93M +2% 103