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
CWM
6326
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 34
TWS
6327
Thomas W. Smith
$82M -$4.51M -5% 6
GEH
6328
General Equity Holdings
New York
$81.9M +$14.4M +21% 6
FDC
6329
Flight Deck Capital
California
$81.9M -$30.8M -27% 18
FWM
6330
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 86
NCPI
6331
NewView Capital Partners I
California
$81.8M -$32.1M -28% 3
SIM
6332
Strategic Investment Management
Virginia
$81.7M -$9.86M -11% 11
SVGI
6333
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 1
BAG
6334
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 68
ACM
6335
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 70
JAM
6336
JLP Asset Management
New York
$81.4M -$9M -10% 22
WTG
6337
West Tower Group
Virginia
$81.3M -$20.9M -20% 856
CPI
6338
Crestview Partners IV
New York
$81.3M +$5.68M +8% 2
KIA
6339
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.77M -11% 87
FCG
6340
Financial Connections Group
California
$81.1M -$71.4M -47% 254
LG
6341
Lane Generational
Massachusetts
$81M +$11.2M +16% 35
MAG
6342
Millrace Asset Group
Pennsylvania
$81M -$14.5M -15% 78
TDC
6343
Thompson Davis & Co
Virginia
$80.9M -$7.45M -8% 143
AL
6344
ACAS LLC
California
$80.8M +$6.51M +9% 82
CWA
6345
Clearview Wealth Advisors
Oregon
$80.8M -$17.7M -18% 703
RIG
6346
Ramiah Investment Group
Wisconsin
$80.8M -$7.76M -9% 40
ITVII
6347
IDG Technology Venture Investment IV
Hong Kong
$80.6M -$42.7M -35% 3
LGG
6348
Luts & Greenleigh Group
Maryland
$80.6M -$497K -0.6% 66
MCAI
6349
Members Capital Advisors Inc
Wisconsin
$80.5M -$17.1M -18% 69
CCFP
6350
Charles Carroll Financial Partners
Massachusetts
$80.5M +$2.11M +3% 40