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
CPCP
6201
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 64
CWI
6202
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 50
CNWM
6203
Clay Northam Wealth Management
California
$145M +$13.4M +10% 94
MCM
6204
McDonough Capital Management
Florida
$145M +$7.88M +6% 47
MAM
6205
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 6
MWA
6206
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 59
WBCM
6207
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 120
AIM
6208
AHL Investment Management
Florida
$145M +$8.63M +6% 69
SC
6209
Shearwater Capital
Colorado
$145M +$8.85M +7% 48
HA
6210
Hofer & Associates
California
$145M +$16M +12% 60
LFA
6211
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 295
KSCM
6212
King Street Capital Management
New York
$145M +$65.3M +82% 12
RFA
6213
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 69
BDAM
6214
Blue Door Asset Management
Connecticut
$145M -$2.51M -2% 21
PIA
6215
Panoramic Investment Advisors
Colorado
$145M 118
TFG
6216
Taylor Financial Group
Virginia
$145M +$14.6M +11% 100
LWA
6217
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 135
CIA
6218
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 146
TFP
6219
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 108
AWM
6220
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 62
PI
6221
Pelion Inc
Utah
$144M +$22.5M +19% 4
MKW
6222
Mullaney, Keating & Wright
Connecticut
$144M +$15.1M +12% 56
GEH
6223
General Equity Holdings
New York
$144M -$19.8M -12% 7
FCMV
6224
Foresite Capital Management V
California
$144M -$12.7M -8% 5
CAM
6225
Clarity Asset Management
Iowa
$144M +$3.04M +2% 211