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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
SW
3476
SkyOak Wealth
Michigan
$293M -$67.1M -19% 13.6% 65.2% 259 21.24%
CCB
3477
Cutter & Co Brokerage
Missouri
$293M -$43.2M -13% 14.2% 40.4% 250 16%
RPA
3478
Rock Point Advisors
Vermont
$293M -$42.6M -13% 13.6% 64.6% 105 12.38%
MWM
3479
Mascoma Wealth Management
New Hampshire
$293M -$21.5M -7% 10.6% 40% 647 12.98%
TTSTC
3480
Texas Treasury Safekeeping Trust Company
Texas
$293M -$26.4M -8% 5.02% 27.3% 7 28.57%
WMG
3481
WESCAP Management Group
California
$292M -$61.6M -17% 11.3% 40.2% 97 11.34%
DI
3482
Diligent Investors
California
$292M -$52.4M -15% 13.4% 71.9% 281 10.32%
CMA
3483
Cedar Mountain Advisors
Oregon
$292M -$46.3M -14% 13.9% 53.8% 360 13.89%
PPW
3484
Pasadena Private Wealth
California
$292M -$15M -5% 10.8% 44.9% 121 36.36%
CFS
3485
CRA Financial Services
New Jersey
$292M -$40.6M -12% 15% 78.9% 225 17.78%
EDRIA
3486
Edmonds Duncan Registered Investment Advisors
Kansas
$291M -$50.9M -15% 13.3% 12.8% 146 15.75%
GCMG
3487
Gyroscope Capital Management Group
Florida
$291M +$282K +0.1% 15% 24.8% 131 31.3%
IP
3488
Intellectus Partners
California
$291M -$43.9M -13% 17.4% 111% 279 25.09%
FNBOMD
3489
First National Bank of Mount Dora
Florida
$291M -$41M -12% 11.2% 84.5% 141 16.31%
GG
3490
Gleason Group
Kentucky
$291M -$46.2M -14% 16.1% 64% 261 18.01%
SIAP
3491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291M -$61.9M -18% 14.7% 97.5% 662 17.98%
RFA
3492
Radnor Financial Advisors
Pennsylvania
$291M +$15.8M +6% 14.4% 3.04% 27 11.11%
SCP
3493
Steamboat Capital Partners
New York
$291M -$47.9M -14% 14.8% 189% 51 50.98%
HW
3494
Hedeker Wealth
Illinois
$290M -$40.2M -12% 15.6% 120% 99 30.3%
KFP
3495
KB Financial Partners
New Jersey
$289M -$72.9M -20% 11.6% 635 13.86%
FC
3496
Finepoint Capital
Massachusetts
$289M -$11.6M -4% 12.7% 24.8% 82 50%
ETS
3497
ESL Trust Services
New York
$289M -$36.2M -11% 14.9% 41.6% 25 24%
AAI
3498
American Assets Inc
California
$289M -$69.4M -19% 20.8% 44.3% 10 0%
AU
3499
Algebris (UK)
United Kingdom
$288M +$60.2M +26% 17.2% 19.5% 44 56.82%
MSA
3500
Marino Stram & Associates
Massachusetts
$288M -$28.8M -9% 11.3% 63.6% 149 8.72%