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
CFC
5501
Client First Capital
California
$234M +$9.58M +4% 25
CWA
5502
Capital Wealth Alliance
Arizona
$234M +$32.8M +16% 90
NF
5503
NavPoint Financial
Minnesota
$234M +$43.3M +23% 72
BRF
5504
B. Riley Financial
California
$234M +$89.2M +62% 33
FFS
5505
Forge Financial Services
Oklahoma
$234M +$20.4M +10% 27
CCIA
5506
Cherry Creek Investment Advisors
Colorado
$234M +$2.58M +1% 128
KW
5507
Keyvantage Wealth
Pennsylvania
$234M -$4.56M -2% 104
ICVCFIA
5508
IDG China Venture Capital Fund IV Associates
Hong Kong
$233M -$243M -51% 4
TFG
5509
Tull Financial Group
Virginia
$233M +$7.02M +3% 33
MAM
5510
Mainsail Asset Management
Alabama
$233M +$5.42M +2% 123
CWM
5511
CCG Wealth Management
California
$233M +$21.2M +10% 101
OCP
5512
Oakcliff Capital Partners
New York
$233M +$1.56M +0.7% 8
SC
5513
Summa Corp
Texas
$233M +$5.75M +3% 84
RTL
5514
Red Tortoise LLC
Georgia
$233M +$4.96M +2% 634
VAM
5515
Verity Asset Management
North Carolina
$233M -$73.3M -24% 264
PVM
5516
Palogic Value Management
Texas
$233M -$3.2M -1% 184
CCC
5517
Chelsea Counsel Company
California
$233M +$7.65M +3% 245
IRP
5518
Investment Research Partners
Pennsylvania
$233M +$10.5M +5% 242
CP
5519
CPV Partners
Connecticut
$233M +$1.3M +0.6% 4
YWS
5520
Yarger Wealth Strategies
Ohio
$233M +$14.6M +7% 131
ACM
5521
Accent Capital Management
Ohio
$233M -$5.67M -2% 389
SS
5522
Spinecap SAS
France
$233M +$5.46M +2% 15
ICMM
5523
Integrated Capital Management (Michigan)
Michigan
$233M +$5.46M +2% 60
AFO
5524
Aurelius Family Office
New Hampshire
$233M +$7.76M +3% 49
TRIA
5525
Trail Ridge Investment Advisors
Colorado
$233M +$9.51M +4% 108