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
DSN
5451
D. Scott Neal
Kentucky
$180M +$26.7M +17% 65
BBW
5452
Blue Barn Wealth
Utah
$180M +$258K +0.1% 149
SRWM
5453
Shira Ridge Wealth Management
California
$179M +$4.74M +3% 77
CCM
5454
Colorado Capital Management
Colorado
$179M +$6.44M +4% 99
CPSC
5455
Carl P. Sherr & Co
Massachusetts
$179M +$1.93M +1% 121
CA
5456
CV Advisors
Florida
$179M +$13M +8% 21
WWP
5457
Walden Wealth Partners
Ohio
$179M +$6.86M +4% 93
RC
5458
Renaissance Capital
Connecticut
$179M -$13.6M -7% 60
CI
5459
Cordant Inc
Oregon
$179M +$6.49M +4% 71
MSFP
5460
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 443
NECFA
5461
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 415
IWA
5462
IVC Wealth Advisors
Pennsylvania
$179M +$5.53M +3% 172
RM
5463
RP Management
New York
$179M -$1.32M -0.7% 4
FC
5464
Financial Council
Maryland
$179M +$9.72M +6% 86
CF
5465
CNA Financial
Illinois
$179M -$21.1M -11% 18
BFAG
5466
Blackston Financial Advisory Group
Florida
$179M +$28.1M +19% 110
CCP
5467
Cunning Capital Partners
North Carolina
$179M -$2.12M -1% 82
MCA
5468
Magnolia Capital Advisors
Mississippi
$179M +$59.1M +49% 169
IC
5469
Immersion Capital
United Kingdom
$179M -$73.8M -29% 10
VWM
5470
Vivid Wealth Management
Iowa
$179M +$18.7M +12% 83
DCM
5471
Dudley Capital Management
Virginia
$179M +$7.31M +4% 119
I
5472
IMPACTfolio
Colorado
$179M +$13M +8% 44
DFS
5473
Dixon Fnancial Services
California
$178M -$2.22M -1% 36
IF
5474
IRON Financial
Illinois
$178M -$1.08M -0.6% 103
CHA
5475
Cooper/Haims Advisors
New York
$178M +$6.26M +4% 85