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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
CSC
3651
Cook Street Consulting
Colorado
$299M -$32.1M -10% 10.4% 2 0%
CAM
3652
Cypress Asset Management
Texas
$299M -$11.7M -4% 3.23% 114% 123 10.57%
TWD
3653
True Wealth Design
Ohio
$299M +$25.3M +9% 2.43% 53% 823 11.54%
GWM
3654
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 3.63% 61.8% 215 11.16%
WIC
3655
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 3.25% 40.3% 62 4.84%
CM
3656
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 3.41% 74.3% 191 25.65%
CAMV
3657
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 2.09% 64.7% 143 28.67%
CCM
3658
Carderock Capital Management
Maryland
$298M -$24.5M -8% 4.4% 88.6% 59 5.08%
MCM
3659
Monument Capital Management
Virginia
$298M -$15.7M -5% 0.93% 160% 190 29.47%
WCA
3660
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 4.29% 50.3% 136 18.38%
CRWM
3661
Castle Rock Wealth Management
California
$298M +$5.15M +2% 1.9% 105% 220 7.73%
MCCP
3662
Mission Creek Capital Partners
California
$298M -$12.4M -4% 2.68% 121% 227 5.73%
GL
3663
Globe Life
Texas
$298M -$3.11M -1% 3.71% 53.2% 2 50%
SIG
3664
Spinnaker Investment Group
California
$298M -$6.15M -2% 3.66% 48.6% 87 9.2%
LC
3665
Lavaca Capital
Texas
$298M -$44M -13% 2.84% 32% 155 10.97%
QPWM
3666
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 3.13% 87.9% 257 17.51%
IBT
3667
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 7.62% 11.1% 70 20%
BRF
3668
B. Riley Financial
California
$297M -$89.1M -23% 18.5% 741% 32 34.38%
KFI
3669
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 4.05% 55.5% 1,412 7.08%
NFW
3670
Noble Family Wealth
Florida
$297M -$10.8M -4% 3.89% 44.2% 68 13.24%
SFA
3671
Source Financial Advisors
New York
$296M -$8.25M -3% 2.96% 18.5% 137 16.06%
ESB
3672
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 0.81% 84.5% 243 11.93%
SFC
3673
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 3.32% 56.8% 288 19.1%
ARAM
3674
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 0.05% 212% 42 69.05%
WAS
3675
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 2.31% 127% 93 16.13%