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
NI
5401
NCP Inc
California
$195M +$19.3M +11% 142
AC
5402
Applied Capital
Arkansas
$195M +$277K +0.1% 48
HCA
5403
Hyperion Capital Advisors
New York
$195M -$18.2M -9% 132
BFS
5404
Burrus Financial Services
Utah
$195M -$7.22M -4% 10
ACC
5405
Acorn Creek Capital
Colorado
$195M +$6.06M +3% 84
KCM
5406
Kennicott Capital Management
California
$195M -$66.2M -25% 45
CFC
5407
Client First Capital
California
$195M +$13.6M +8% 20
SCM
5408
Segra Capital Management
Florida
$194M -$61.9M -24% 10
RWS
5409
Resolute Wealth Strategies
Mississippi
$194M +$1.91M +1% 103
DTC
5410
Davidson Trust Company
Washington
$194M -$338K -0.2% 158
COA
5411
Crown Oak Advisors
California
$194M +$14.2M +8% 26
LIC
5412
Laurus Investment Counsel
Canada
$194M -$64.4M -25% 45
TWM
5413
Triton Wealth Management
Arizona
$194M +$18.2M +10% 96
FC
5414
Financial Council
Maryland
$194M +$2.08M +1% 94
BWA
5415
Boulder Wealth Advisors
Colorado
$194M +$10M +5% 28
I2I
5416
Insight 2811 Inc
Illinois
$194M -$6.86M -3% 94
SIAS
5417
Summit Investment Advisory Services
Minnesota
$194M +$5.41M +3% 73
CCC
5418
Chelsea Counsel Company
California
$194M -$9.17M -5% 205
BAM
5419
Bellevue Asset Management
Washington
$194M -$987K -0.5% 508
BC
5420
Bowman & Company
Wisconsin
$194M +$3M +2% 109
LWM
5421
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 160
LA
5422
Lane & Associates
New Jersey
$194M +$9.88M +5% 126
EFP
5423
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 46
TCG
5424
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 495
BI
5425
Berkeley Inc
Idaho
$193M -$150M -44% 69