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
CCM
5451
Colorado Capital Management
Colorado
$179M +$6.44M +4% 99
CPSC
5452
Carl P. Sherr & Co
Massachusetts
$179M +$1.93M +1% 121
CA
5453
CV Advisors
Florida
$179M +$13M +8% 21
WAOI
5454
Wealth Advisors of Iowa
Iowa
$179M +$14.8M +9% 70
WWP
5455
Walden Wealth Partners
Ohio
$179M +$6.86M +4% 93
RC
5456
Renaissance Capital
Connecticut
$179M -$13.6M -7% 60
CI
5457
Cordant Inc
Oregon
$179M +$6.49M +4% 71
MSFP
5458
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 443
NECFA
5459
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 415
IWA
5460
IVC Wealth Advisors
Pennsylvania
$179M +$5.53M +3% 172
RM
5461
RP Management
New York
$179M -$1.32M -0.7% 4
FC
5462
Financial Council
Maryland
$179M +$9.72M +6% 86
CF
5463
CNA Financial
Illinois
$179M -$21.1M -11% 18
BFAG
5464
Blackston Financial Advisory Group
Florida
$179M +$28.1M +19% 110
CCP
5465
Cunning Capital Partners
North Carolina
$179M -$2.12M -1% 82
MCA
5466
Magnolia Capital Advisors
Mississippi
$179M +$59.1M +49% 169
IC
5467
Immersion Capital
United Kingdom
$179M -$73.8M -29% 10
VWM
5468
Vivid Wealth Management
Iowa
$179M +$18.7M +12% 83
DCM
5469
Dudley Capital Management
Virginia
$179M +$7.31M +4% 119
I
5470
IMPACTfolio
Colorado
$179M +$13M +8% 44
DFS
5471
Dixon Fnancial Services
California
$178M -$2.22M -1% 36
IF
5472
IRON Financial
Illinois
$178M -$1.08M -0.6% 103
CHA
5473
Cooper/Haims Advisors
New York
$178M +$6.26M +4% 85
LODC
5474
Lanham O'Dell & Company
West Virginia
$178M -$19.5M -10% 30
FCCM
5475
First City Capital Management
Georgia
$178M -$2.55M -1% 172