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
SFSG
7001
Sound Financial Strategies Group
Mississippi
$112M -$7.86M -7% 109
CWMS
7002
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 81
CF
7003
Cyr Financial
Illinois
$112M +$2.26M +2% 57
RWM
7004
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 124
OWM
7005
Orca Wealth Management
Florida
$112M +$642K +0.6% 67
EAM
7006
Exome Asset Management
New York
$112M -$21.3M -16% 78
CAIM
7007
Catherine Avery Investment Management
Florida
$112M -$1.67M -1% 187
PAM
7008
Pacific Asset Management
Washington
$112M +$5.17M +5% 53
EFMH
7009
E Fund Management (HK)
Hong Kong
$112M -$13.8M -11% 189
SSCM
7010
Seven Six Capital Management
New York
$111M -$3.61M -3% 30
SFG
7011
Synergy Financial Group
California
$111M -$8.55M -7% 113
IWM
7012
IMG Wealth Management
Florida
$111M +$3.24M +3% 302
PW
7013
Paladin Wealth
Minnesota
$111M -$4.4M -4% 104
CCP
7014
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 95
CPA
7015
Clear Point Advisors
New York
$111M -$5.73M -5% 109
CFG
7016
Cornerstone Financial Group
Nebraska
$111M +$9.69M +10% 68
AWM
7017
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 51
HFCIV
7018
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 1
JAA
7019
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 62
CNBOF
7020
City National Bank of Florida
Florida
$111M +$1.46M +1% 131
MFC
7021
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 5
OF
7022
Outfitter Financial
Maine
$111M -$13.8M -11% 85
FCMI
7023
Foresite Capital Management IV
California
$111M +$2.27M +2% 5
GCM
7024
Generation Capital Management
New York
$111M -$5.63M -5% 84
DAS
7025
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 58