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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
CFGSD
2951
Compass Financial Group (South Dakota)
South Dakota
$700M +$35M +5% 1.3% 48.6% 104 1.92%
KLI
2952
Kelman-Lazarov Inc
Tennessee
$700M +$25.8M +4% 2.11% 39.9% 137 5.84%
DIA
2953
Dean Investment Associates
Ohio
$700M -$13.2M -2% 3.05% 46.9% 209 8.13%
IDA
2954
Intelligence Driven Advisers
California
$700M -$21.7M -3% 2.62% 43.8% 146 20.55%
CBT
2955
Crews Bank & Trust
Florida
$699M +$15.5M +2% 2.12% 659 8.95%
SFWA
2956
Summit Financial Wealth Advisors
Louisiana
$699M +$53.3M +8% 1.81% 61.5% 207 18.84%
TIP
2957
Torray Investment Partners
Maryland
$698M -$38.6M -5% 2.1% 82.4% 106 16.98%
TCM
2958
Trybe Capital Management
Connecticut
$698M -$50.7M -7% 8.67% 327% 14 42.86%
TGCMU
2959
Titan Global Capital Management USA
New York
$698M +$19M +3% 6.19% 163% 60 6.67%
AFA
2960
Arlington Financial Advisors
California
$698M +$18.3M +3% 3.4% 60.7% 124 25.81%
SNB
2961
Security National Bank
Nebraska
$698M +$44.6M +7% 6.09% 113% 402 13.18%
CRCM
2962
Cat Rock Capital Management
Connecticut
$697M -$113M -14% 5.08% 61.3% 17 11.76%
BBES
2963
Buffalo Business & Estate Services
New York
$696M 2.58% 101
MIA
2964
MainStreet Investment Advisors
Illinois
$696M -$48.1M -6% 1.9% 48.7% 168 9.52%
AWA
2965
Artemis Wealth Advisors
New York
$695M -$224M -24% 5.04% 112% 47 34.04%
IAS
2966
Integrity Advisory Solutions
Texas
$694M +$67.8M +11% 1.59% 281 17.79%
AFG
2967
Arkansas Financial Group
Arkansas
$694M +$14.1M +2% 1.41% 39.1% 99 13.13%
M
2968
Mirova
France
$694M -$13.9M -2% 1.63% 32% 115 23.48%
CI
2969
Cigna Investments
Connecticut
$693M -$16.4M -2% 1.57% 138% 485 7.84%
BSSFA
2970
Baron Silver Stevens Financial Advisors
Florida
$693M +$9.74M +1% 1.7% 44% 152 17.11%
CWP
2971
CFM Wealth Partners
Texas
$693M +$3.98M +0.6% 3.4% 116% 148 3.38%
JC
2972
JBF Capital
Colorado
$693M -$12.8M -2% 2.55% 92.9% 97 39.18%
TWM
2973
Tolleson Wealth Management
Texas
$693M +$46.2M +7% 1.48% 48.1% 97 12.37%
GSWM
2974
Greenup Street Wealth Management
Michigan
$693M +$41.7M +6% 2.49% 65.6% 152 28.95%
LS
2975
Leelyn Smith
Illinois
$692M +$27.6M +4% 2.29% 77.3% 155 10.32%