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
BCWM
6701
Ball & Co Wealth Management
Tennessee
$150M +$56.4M +60% 95
OO
6702
Obsido Oy
$150M +$18.4M +14% 20
C
6703
Croban
Ohio
$150M +$33M +28% 80
CC
6704
Cultivar Capital
Texas
$150M +$11.6M +8% 42
EWA
6705
Exit Wealth Advisors
Georgia
$150M 124
SIM
6706
Sentry Investment Management
Wisconsin
$150M -$31.5M -17% 544
LWM
6707
LeConte Wealth Management
Tennessee
$150M +$1.96M +1% 140
DWS
6708
Dynamic Wealth Strategies
California
$150M +$10.8M +8% 246
CC
6709
Capstone Capital
Nevada
$150M +$11.9M +9% 25
HFS
6710
Hopwood Financial Services
Virginia
$150M +$21.7M +17% 324
BCG
6711
Bravias Capital Group
New Jersey
$150M +$13.3M +10% 126
AF
6712
AtlasMark Financial
Texas
$150M +$18.1M +14% 44
CAM
6713
Crown Advisors Management
California
$149M +$24.1M +19% 43
CCM
6714
Crew Capital Management
Ohio
$149M +$9.95M +7% 120
BCM
6715
Basso Capital Management
Connecticut
$149M +$14.4M +11% 85
CTFG
6716
Capstone Triton Financial Group
Oklahoma
$149M +$11.4M +8% 94
DI
6717
Dalton Investments
Nevada
$149M -$39.6M -21% 23
SR
6718
Summer Road
Florida
$149M +$18M +14% 25
ACM
6719
Ategra Capital Management
Virginia
$149M +$23.4M +19% 25
MCM
6720
MontVue Capital Management
Virginia
$149M +$8.68M +6% 66
CC
6721
Commons Capital
Massachusetts
$149M +$17.9M +14% 122
FLP
6722
Financial Life Planners
Arizona
$149M +$25.9M +21% 362
GA
6723
Gordian Advisors
Arizona
$149M +$9.08M +6% 49
VBCG
6724
Valley Brook Capital Group
Pennsylvania
$149M +$15.2M +11% 124
MFG
6725
Menard Financial Group
Texas
$149M -$19.6M -12% 99