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
EC
5926
EdgeRock Capital
Colorado
$137M -$27.3M -17% 355
CCC
5927
Chesapeake Capital Corp
Florida
$137M 143
CTFG
5928
Capstone Triton Financial Group
Oklahoma
$137M +$294K +0.2% 108
MCA
5929
Magnolia Capital Advisors
Mississippi
$137M +$32.8M +31% 96
WPWM
5930
Western Pacific Wealth Management
Illinois
$137M +$15M +12% 284
AI
5931
Anchor IV
Singapore
$137M +$24.8M +22% 1
LCM
5932
Lonestar Capital Management
California
$137M -$17.4M -11% 28
OFA
5933
Onyx Financial Advisors
Idaho
$137M +$20.5M +18% 15
GC
5934
Gould Capital
Washington
$137M +$13M +10% 199
FWA
5935
FSC Wealth Advisors
New York
$137M +$40.1M +42% 297
DIS
5936
Diversified Investment Strategies
Louisiana
$136M +$4.63M +4% 48
SIM
5937
Sterling Investment Management
Arizona
$136M +$23.9M +21% 66
TFM
5938
Trademark Financial Management
Minnesota
$136M 86
BWM
5939
BlackDiamond Wealth Management
New York
$136M +$25.5M +23% 149
EWM
5940
Evergreen Wealth Management
Michigan
$136M +$9.45M +7% 56
MFC
5941
Miramar Fiduciary Corp
Nevada
$136M 6
BDAM
5942
Blue Door Asset Management
Connecticut
$136M +$15.2M +13% 26
CIA
5943
Cohen Investment Advisors
New Hampshire
$136M +$11.4M +9% 77
PF
5944
Prosperitas Financial
California
$136M +$6.97M +5% 68
FI
5945
Firetrail Investments
Australia
$136M 22
HWM
5946
HighMark Wealth Management
Minnesota
$136M +$15.1M +13% 613
CAM
5947
Cobblestone Asset Management
Virginia
$136M +$14M +12% 48
ASI
5948
Advisory Services & Investments
Oregon
$136M +$21.9M +19% 34
CMTU
5949
Capital Markets Trading (UK)
United Kingdom
$135M +$20.4M +18% 112
BF
5950
Brogan Financial
Tennessee
$135M +$21.6M +19% 46