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
CF
7251
Concorde Financial
Texas
$129M -$51.4M -28% 37
CPA
7252
Clear Point Advisors
New York
$129M +$143K +0.1% 125
FB
7253
Finward Bancorp
Indiana
$129M -$2.84M -2% 111
CAM
7254
Clio Asset Management
Virginia
$129M -$5.96M -4% 14
RC
7255
Rahlfs Capital
Texas
$129M +$2.33M +2% 91
CRAL
7256
Clear Retirement Advice LLC
California
$129M 53
JKSF
7257
John & Kathleen Schreiber Foundation
Illinois
$129M -$25.8M -17% 4
TWA
7258
Talisman Wealth Advisors
New Jersey
$129M +$7.83M +6% 125
NWA
7259
Northwest Wealth Advisors
Washington
$128M 61
GCMLDOWM
7260
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$128M 438
MWM
7261
MFG Wealth Management
Indiana
$128M -$4.09M -3% 72
LC
7262
LTG Capital
Massachusetts
$128M +$1.25M +1% 28
SEA
7263
Stegent Equity Advisors
Texas
$128M +$5.47M +4% 129
RE
7264
Rydar Equities
Texas
$128M +$3.48M +3% 95
GIM
7265
Guardian Investment Management
California
$128M +$10.7M +9% 56
B
7266
BennBridge
United Kingdom
$128M -$15M -10% 7
RYA
7267
Richard Young Associates
Georgia
$128M 25
WA
7268
Wilmar Advisors
Florida
$128M +$6.2M +5% 28
WLG
7269
Williamson Legacy Group
Indiana
$128M -$1.49M -1% 125
USPCM
7270
Union Square Park Capital Management
New York
$128M -$17.1M -12% 62
MP
7271
Makaira Partners
California
$128M -$66.8M -34% 12
HWMG
7272
Harbour Wealth Management Group
South Carolina
$128M 91
MWP
7273
Momentum Wealth Planning
Florida
$128M +$1.27M +1% 45
BFA
7274
Benningfield Financial Advisors
California
$128M +$1.02M +0.8% 19
RIP
7275
Reliant Investment Partners
North Carolina
$127M -$201K -0.2% 115