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
CWA
5526
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 92
KLC
5527
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 135
HPCM
5528
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 95
GC
5529
Gould Capital
Washington
$139M -$3.71M -3% 223
CCM
5530
Colorado Capital Management
Colorado
$139M -$9.89M -7% 79
NMG
5531
New Millennium Group
Utah
$139M +$7.58M +6% 62
RPG
5532
Resource Planning Group
Georgia
$139M -$9.88M -7% 72
LHWM
5533
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 67
ACM
5534
Alcosta Capital Management
California
$139M -$27.3M -16% 32
BRG
5535
Bay Rivers Group
Virginia
$139M -$24.6M -15% 74
CGIM
5536
Cannon Global Investment Management
Florida
$139M +$75.6M +119% 118
BC
5537
Birchview Capital
Vermont
$139M -$16.2M -10% 68
AEPLI
5538
AH Equity Partners LSV II
California
$139M -$45.6M -25% 4
NPI
5539
New Perspectives Inc
Mississippi
$139M -$2.54M -2% 24
LSC
5540
Logan Stone Capital
Illinois
$139M +$38.4M +38% 174
AWM
5541
Abound Wealth Management
Tennessee
$139M +$11.4M +9% 123
IWMWV
5542
Ironwood Wealth Management (West Virginia)
West Virginia
$139M -$4.29M -3% 25
RFP
5543
Roth Financial Partners
Texas
$139M -$1.95M -1% 34
HFS
5544
HBC Financial Services
Washington
$138M -$19.1M -12% 191
IAMH
5545
IvyRock Asset Management (HK)
Hong Kong
$138M +$51M +58% 15
NCM
5546
New Capital Management
Texas
$138M -$54.2M -28% 49
HIG
5547
Heritage Investment Group
Florida
$138M +$11.3M +9% 87
AA
5548
Antipodean Advisors
New York
$138M -$105M -43% 7
MFA
5549
McClarren Financial Advisors
Pennsylvania
$138M -$8.51M -6% 344
JC
5550
Jentner Corp
Ohio
$138M -$13.9M -9% 39