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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 Avg Holding
Period (Yrs)
CNA Financial
3676
CNA Financial
Illinois
$263M -$23.1M -8% 2.39% 48.6% 186 17.2% 1.8
Encompass Wealth Advisors
3677
Encompass Wealth Advisors
Oregon
$263M -$19.8M -7% 3.03% 68.7% 260 12.69% 1.4
Aspire Private Capital
3678
Aspire Private Capital
North Carolina
$263M -$17.3M -6% 5.82% 49.6% 709 10.58% 1.9
Waterfront Wealth
3679
Waterfront Wealth
Kansas
$263M +$15.3M +6% 5.25% 71.8% 250 9.6% 1.2
Parkside Advisors
3680
Parkside Advisors
California
$263M -$14.4M -5% 5.47% 36.7% 66 12.12% 4.2
MPM Asset Management
3681
MPM Asset Management
Massachusetts
$263M +$25.6M +11% 24% 5.89% 10 10% 2
WA
3682
WealthTrust Axiom
Pennsylvania
$262M -$18.3M -7% 3.09% 125% 259 7.34% 5.2
American Assets Inc
3683
American Assets Inc
California
$262M -$26.4M -9% 9.09% 63.2% 10 0% 3.5
Altrius Capital Management
3684
Altrius Capital Management
North Carolina
$262M -$45.4M -15% 9.81% 43.8% 90 6.67% 0.2
SignalPoint Asset Management
3685
SignalPoint Asset Management
Missouri
$262M -$11.1M -4% 2.37% 36% 218 5.5% 4.9
McDonald Partners
3686
McDonald Partners
Ohio
$262M -$130M -33% 5.07% 90.7% 299 27.76% 0.9
WESCAP Management Group
3687
WESCAP Management Group
California
$262M -$30.7M -10% 5.63% 45.7% 94 7.45% 3.7
Westover Capital Advisors
3688
Westover Capital Advisors
Delaware
$262M -$9.5M -4% 3.31% 144% 173 18.5% 2.9
Cypress Asset Management
3689
Cypress Asset Management
Texas
$261M -$18.5M -7% 5% 141% 123 5.69% 5.7
LWA
3690
LWS Wealth Advisors
New Jersey
$261M +$48.8M +23% 5.29% 8.87% 64 15.63% 2.1
RB Capital Management
3691
RB Capital Management
Nevada
$261M -$7.38M -3% 4.38% 79.4% 180 10.56% 3.3
Stephens Group
3692
Stephens Group
Arkansas
$261M +$30.2M +13% 15.7% 45% 4 25% 0.6
Sora Investors
3693
Sora Investors
Pennsylvania
$261M +$52.7M +25% 1.38% 179% 43 72.09% 0.2
Perkins Coie Trust Company
3694
Perkins Coie Trust Company
Washington
$261M -$13.8M -5% 4.98% 83.2% 241 1.66% 6.3
CDIA
3695
Capital Directions Investment Advisors
Georgia
$261M -$40.4M -13% 4.72% 7.53% 260 96.15% 0
Monaco Asset Management
3696
Monaco Asset Management
Monaco
$261M +$31M +14% 5.46% 120% 87 41.38% 0.5
Searle & Co
3697
Searle & Co
Connecticut
$260M +$6.68M +3% 5.95% 93.8% 150 7.33% 4.4
Wildcat Capital Management
3698
Wildcat Capital Management
New York
$260M -$41.6M -14% 7.44% 77.7% 31 16.13% 1.5
Keystone Financial Planning
3699
Keystone Financial Planning
Ohio
$260M -$24.4M -9% 10.5% 46% 48 12.5% 5.1
Mitchell McLeod Pugh & Williams
3700
Mitchell McLeod Pugh & Williams
Alabama
$260M +$2.35M +0.9% 4.4% 90.7% 238 14.29% 5.1