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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)
CSA
3826
Cottage Street Advisors
Massachusetts
$167M +$4.36M +3% 4.65% 95.8% 106 15.09% 2.3
Murphy Pohlad Asset Management
3827
Murphy Pohlad Asset Management
Minnesota
$167M +$1.83M +1% 2.71% 83% 95 5.26% 4.3
West Oak Capital
3828
West Oak Capital
California
$167M +$7.36M +5% 3.59% 110% 340 10.29% 3.7
REDW Wealth
3829
REDW Wealth
New Mexico
$167M +$4.25M +3% 1.86% 54.1% 89 8.99% 1.9
SimpliFi Inc
3830
SimpliFi Inc
California
$167M +$8.79M +6% 2.31% 26.7% 20 20% 1
Bernicke Wealth Management
3831
Bernicke Wealth Management
Wisconsin
$167M +$7.75M +5% 2.78% – 52 21.15% 2.6
First National Bank of Hutchinson
3832
First National Bank of Hutchinson
Kansas
$167M -$3.03M -2% 3.71% 121% 96 12.5% 2.6
Fiducient Advisors
3833
Fiducient Advisors
Illinois
$167M -$35.7M -18% 2.39% 52.3% 21 9.52% 1.2
PC
3834
Premise Capital
Illinois
$167M -$9.6M -5% 2.11% 43% 15 0% 2.2
Torch Wealth Management
3835
Torch Wealth Management
Ohio
$167M +$4.91M +3% 4.12% 48.8% 110 8.18% 3.4
Lowe Wealth Advisors
3836
Lowe Wealth Advisors
Maryland
$167M +$1.5M +0.9% 3.39% 63.3% 327 11.93% 2.8
G&S Capital
3837
G&S Capital
Colorado
$167M +$3.86M +2% 3.67% 77.2% 243 16.87% 1
Princeton Global Asset Management
3838
Princeton Global Asset Management
New Jersey
$167M +$20.5M +14% 4.58% 110% 428 29.67% 0.3
Abacus Planning Group
3839
Abacus Planning Group
South Carolina
$166M +$6.49M +4% 2.68% 59.1% 178 20.22% 0.8
CRA Financial Services
3840
CRA Financial Services
New Jersey
$166M +$13M +8% 3.64% 91.9% 147 8.16% 0.5
Silverleafe Capital Partners
3841
Silverleafe Capital Partners
Tennessee
$166M -$2.36M -1% 4.85% 87.7% 85 35.29% 0.9
Resource America
3842
Resource America
New York
$166M -$898K -0.5% 0.27% 12.2% 41 12.2% 1.1
Brookmont Capital Management
3843
Brookmont Capital Management
Texas
$166M +$3.89M +2% 4.91% 36.6% 69 2.9% 4
Rezny Wealth Management
3844
Rezny Wealth Management
Florida
$166M +$1.44M +0.9% 3.21% 99.6% 16 31.25% 2.2
VIA
3845
Vantis Investment Advisers
Florida
$166M +$45.8M +38% 3.75% 39.6% 15 40% 0.7
Blankinship & Foster
3846
Blankinship & Foster
California
$166M +$3.02M +2% 2.45% 67.1% 49 4.08% 1.6
NVWM LLC
3847
NVWM LLC
Pennsylvania
$166M +$14.9M +10% 6.19% 119% 416 17.55% 1
Pinnacle Wealth Planning Services
3848
Pinnacle Wealth Planning Services
Ohio
$166M +$16.7M +11% 2.96% 82.1% 183 13.11% 1
Carlton Hofferkamp & Jenks Wealth Management
3849
Carlton Hofferkamp & Jenks Wealth Management
Texas
$166M +$6.06M +4% 1.94% 63.9% 97 5.15% 3.2
Gainplan
3850
Gainplan
Michigan
$165M +$77.4M +88% 2.03% 103% 46 67.39% 0.3