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
LI
5451
Latigo Investments
Florida
$150M 16
PWM
5452
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 61
CCM
5453
Clearfield Capital Management
New York
$149M +$58.9M +65% 7
HLCM
5454
Hickory Lane Capital Management
New York
$149M +$11.7M +9% 37
WA
5455
WESPAC Advisors
California
$149M -$12.8M -8% 191
CCM
5456
Courage Capital Management
Tennessee
$149M -$35.9M -19% 42
AC
5457
Apogem Capital
New York
$149M -$4.8M -3% 213
SC
5458
Samjo Capital
New York
$149M +$13M +10% 20
FCOMV
5459
Foresite Capital Opportunity Management V
California
$149M 9
CCM
5460
Colorado Capital Management
Colorado
$149M +$7.5M +5% 80
CWM
5461
Chicago Wealth Management
Illinois
$149M +$12M +9% 47
M1FG
5462
Mach-1 Financial Group
Arkansas
$149M +$17.4M +13% 322
RPG
5463
Resource Planning Group
Georgia
$149M -$10.1M -6% 90
VMV
5464
Venrock Management VI
California
$149M +$3.14M +2% 2
AS
5465
American Securities
New York
$149M -$49.7M -25% 1
SAM
5466
Satovsky Asset Management
New York
$149M +$15M +11% 33
CCP
5467
Cassia Capital Partners
North Carolina
$149M +$3.52M +2% 151
VIM
5468
VELA Investment Management
Ohio
$149M 114
CG
5469
Clarus Group
Texas
$149M +$3.86M +3% 111
CFSG
5470
Clark Financial Services Group
Missouri
$149M +$18.8M +14% 71
MWA
5471
Miller Wealth Advisors
Colorado
$149M 97
SNBOSD
5472
Security National Bank of So Dak
Iowa
$149M +$17.8M +14% 107
AIFAIM
5473
American Institute for Advanced Investment Management
Arizona
$148M +$7.38M +5% 133
BCM
5474
BCK Capital Management
Connecticut
$148M -$18.9M -11% 174
WRCAI
5475
West Rim Capital Associates II
Utah
$148M 2