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
SSCM
7001
Seven Six Capital Management
New York
$111M -$3.61M -3% 30
SFG
7002
Synergy Financial Group
California
$111M -$8.55M -7% 113
IWM
7003
IMG Wealth Management
Florida
$111M +$3.24M +3% 302
PW
7004
Paladin Wealth
Minnesota
$111M -$4.4M -4% 104
CCP
7005
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 95
CPA
7006
Clear Point Advisors
New York
$111M -$5.73M -5% 109
CFG
7007
Cornerstone Financial Group
Nebraska
$111M +$9.69M +10% 68
AWM
7008
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 51
HFCIV
7009
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 1
JAA
7010
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 62
CNBOF
7011
City National Bank of Florida
Florida
$111M +$1.46M +1% 131
MFC
7012
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 5
OF
7013
Outfitter Financial
Maine
$111M -$13.8M -11% 85
FCMI
7014
Foresite Capital Management IV
California
$111M +$2.27M +2% 5
GCM
7015
Generation Capital Management
New York
$111M -$5.63M -5% 84
DAS
7016
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 58
IMC
7017
Investment Management Corporation
Virginia
$111M -$832K -0.7% 205
APC
7018
Alpine Peaks Capital
New York
$111M -$10.9M -9% 25
CT
7019
ClearAlpha Technologies
Connecticut
$111M -$5.61M -5% 122
WCM
7020
Winebrenner Capital Management
Kentucky
$111M -$18.9M -15% 133
MWM
7021
Mittelman Wealth Management
Massachusetts
$111M +$3.36M +3% 35
GF
7022
Gimbal Financial
Indiana
$111M -$11.4M -9% 52
WU
7023
Washington University
Missouri
$111M -$6.69M -6% 3
DI
7024
Disciplined Investors
Texas
$111M +$7.02M +7% 122
IP
7025
Integras Partners
Georgia
$111M -$6.35M -5% 65