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
PW
7001
Paladin Wealth
Minnesota
$111M -$4.4M -4% 104
CCP
7002
Cushing Capital Partners
Wisconsin
$111M +$7.42M +7% 95
CPA
7003
Clear Point Advisors
New York
$111M -$5.73M -5% 109
CFG
7004
Cornerstone Financial Group
Nebraska
$111M +$9.69M +10% 68
AWM
7005
Apex Wealth Management
New Hampshire
$111M -$4.7M -4% 51
HFCIV
7006
H&F Corporate Investors VIII
California
$111M +$31.5M +40% 1
JAA
7007
Joel Adams & Associates
North Carolina
$111M +$1.07M +1% 62
CNBOF
7008
City National Bank of Florida
Florida
$111M +$1.46M +1% 131
MFC
7009
Miramar Fiduciary Corp
Nevada
$111M +$12M +12% 5
OF
7010
Outfitter Financial
Maine
$111M -$13.8M -11% 85
FCMI
7011
Foresite Capital Management IV
California
$111M +$2.27M +2% 5
GCM
7012
Generation Capital Management
New York
$111M -$5.63M -5% 84
DAS
7013
DMKC Advisory Services
Iowa
$111M +$770K +0.7% 58
IMC
7014
Investment Management Corporation
Virginia
$111M -$832K -0.7% 205
APC
7015
Alpine Peaks Capital
New York
$111M -$10.9M -9% 25
CT
7016
ClearAlpha Technologies
Connecticut
$111M -$5.61M -5% 122
WCM
7017
Winebrenner Capital Management
Kentucky
$111M -$18.9M -15% 133
MWM
7018
Mittelman Wealth Management
Massachusetts
$111M +$3.36M +3% 35
GF
7019
Gimbal Financial
Indiana
$111M -$11.4M -9% 52
WU
7020
Washington University
Missouri
$111M -$6.69M -6% 3
DI
7021
Disciplined Investors
Texas
$111M +$7.02M +7% 122
IP
7022
Integras Partners
Georgia
$111M -$6.35M -5% 65
FC
7023
Fairscale Capital
New Hampshire
$111M -$5.43M -5% 360
MAMG
7024
Milestone Asset Management Group
Connecticut
$111M -$1.26M -1% 97
WC
7025
Wolfstich Capital
Massachusetts
$111M -$2.15M -2% 24