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
TCPG
6201
Trivant Custom Portfolio Group
California
$182M +$8.76M +5% 87
CCM
6202
Clearfield Capital Management
New York
$182M -$2.83M -2% 19
WCM
6203
Wisconsin Capital Management
Wisconsin
$182M -$15.6M -8% 55
RS
6204
R Squared
Hong Kong
$182M -$31.9M -15% 696
NED
6205
Nancy E. Dempze
$182M -$9.87M -5% 100
CFG
6206
Cosner Financial Group
Colorado
$182M -$13.9M -7% 38
CFG
6207
Capital Financial Group
Colorado
$182M +$2.76M +2% 108
OWA
6208
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 60
TFP
6209
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 121
HIMS
6210
Hager Investment Management Services
New Hampshire
$182M -$1.4M -0.8% 343
LG
6211
LAM Group
Oregon
$182M +$7.22M +4% 135
AFS
6212
Anderson Financial Strategies
Ohio
$182M +$9.66M +6% 39
EMB
6213
Elefante Mark B
$182M +$18.6M +11% 60
CIA
6214
Cladis Investment Advisory
Montana
$182M -$942K -0.5% 166
HWM
6215
HFG Wealth Management
Texas
$182M +$329K +0.2% 53
DCM
6216
Delta Capital Management
New Jersey
$182M +$3.69M +2% 106
SBCM
6217
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 68
SP
6218
Successful Portfolios
Florida
$181M -$14.8M -8% 200
WPEP
6219
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 14
HIM
6220
Hanlon Investment Management
New Jersey
$181M +$921K +0.5% 248
CFSG
6221
Clark Financial Services Group
Missouri
$181M -$6.72M -4% 127
WWM
6222
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1,030
RWP
6223
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 109
TCOK
6224
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 57
ATIA
6225
American Trust Investment Advisors
New Hampshire
$181M -$6M -3% 83