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
5626
Cox Capital Management
Massachusetts
$153M +$11M +8% 107
AM
5627
Ampfield Management
New York
$153M +$41.4M +37% 5
RCM
5628
Ratan Capital Management
Florida
$153M +$21.1M +16% 48
HIA
5629
HTG Investment Advisors
Connecticut
$153M +$28.3M +23% 61
MWS
5630
Maxwell Wealth Strategies
California
$153M 91
TC
5631
TAGStone Capital
North Carolina
$153M +$17M +12% 83
SPFA
5632
Summit Place Financial Advisors
New Jersey
$153M +$12.4M +9% 93
RFP
5633
RCS Financial Planning
Maryland
$153M +$22M +17% 66
PWM
5634
Prosperity Wealth Management
California
$153M -$1.62M -1% 179
BFA
5635
Brendel Financial Advisors
New Hampshire
$153M +$85.4M +127% 97
HWM
5636
Horizons Wealth Management
North Carolina
$153M +$15.5M +11% 193
FWP
5637
Firethorn Wealth Partners
Georgia
$153M +$22.1M +17% 151
LWM
5638
Luminvest Wealth Management
Arizona
$153M 21
AWS
5639
Arkfeld Wealth Strategies
Nebraska
$153M +$13.8M +10% 78
LP
5640
Lexington Partners
New York
$152M +$16.5M +12% 9
CCM
5641
Colorado Capital Management
Colorado
$152M +$20.4M +15% 82
TWM
5642
Triton Wealth Management
Arizona
$152M +$3.68M +2% 80
CF
5643
CNA Financial
Illinois
$152M -$25.9M -15% 19
RVM
5644
Robinson Value Management
Texas
$152M +$17.8M +13% 85
PSIWM
5645
Paradigm Strategies in Wealth Management
Minnesota
$152M -$4.83M -3% 51
EM
5646
ELCO Management
New York
$152M +$13.3M +10% 151
VCM
5647
VeriStar Capital Management
New York
$152M +$34.4M +29% 12
MAG
5648
MRA Advisory Group
New Jersey
$152M +$11.6M +8% 141
B
5649
Birchbrook
Maine
$152M 309
DCM
5650
DG Capital Management
New York
$152M -$12.3M -8% 24