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
SFP
6201
Strategic Financial Planning
Texas
$134M +$5.73M +4% 36
CIG
6202
Cascade Investment Group
Colorado
$134M +$9.69M +8% 146
AHL
6203
Abel Hall LLC
Louisiana
$134M +$16.5M +14% 159
PCMU
6204
Paragon Capital Management (Utah)
Utah
$134M +$8.62M +7% 81
EWM
6205
Endowment Wealth Management
Wisconsin
$134M +$13.3M +11% 140
GWM
6206
Greenhouse Wealth Management
Connecticut
$133M +$9.73M +8% 60
ACM
6207
Aquilo Capital Management
California
$133M -$9.18M -6% 11
MWM
6208
Maripau Wealth Management
Indiana
$133M +$18.3M +16% 164
HFCII
6209
H&F Corporate Investors IX
California
$133M +$2.5M +2% 1
MIM
6210
Meixler Investment Management
Arizona
$133M +$13.5M +11% 104
LFA
6211
Longview Financial Advisors
Alabama
$133M +$8.79M +7% 44
BG
6212
BRX Global
New York
$133M +$25.1M +23% 5
SMF
6213
Sterling Manor Financial
New York
$133M +$15M +13% 29
WAG
6214
Wallace Advisory Group
California
$133M +$5.44M +4% 192
FDDB
6215
Fidelity D&D Bancorp
Pennsylvania
$133M +$4.48M +3% 111
AGC
6216
Alden Global Capital
Florida
$133M +$54.8M +70% 29
PS
6217
Pennant Select
New Jersey
$133M +$27.6M +26% 10
CL
6218
CRCM LP
California
$133M 6
BW
6219
Basepoint Wealth
Iowa
$133M +$8.41M +7% 121
XI
6220
XXEC Inc
Oklahoma
$133M +$5.82M +5% 24
BHBT
6221
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 131
CI
6222
Carroll Investors
South Carolina
$133M +$12.3M +10% 25
SCM
6223
Spring Capital Management
Texas
$133M +$5.26M +4% 33
SCM
6224
Sheridan Capital Management
California
$133M +$8.74M +7% 27
JCA
6225
Jade Capital Advisors
New Jersey
$133M -$31.8M -19% 106