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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
CWA
3926
Cornerstone Wealth Advisors
Minnesota
$334M +$9.32M +3% 1.97% 42.6% 50 12%
EA
3927
Evergreen Advisors
Tennessee
$334M +$6.61M +2% 0.4% 18 11.11%
BA
3928
Birinyi Associates
Connecticut
$334M +$27.3M +9% 10.9% 113% 61 16.39%
CP
3929
Capital Planning
Washington
$334M +$27.2M +9% 3.08% 68.9% 83 6.02%
NMC
3930
Nine Masts Capital
Hong Kong
$334M -$49.6M -13% 1.74% 88.1% 158 61.39%
KI
3931
Kapitalo Investimentos
Brazil
$334M -$122M -27% 0.13% 64% 323 69.04%
WFI
3932
West Family Investments
California
$334M +$11.2M +3% 4.97% 116% 278 16.19%
HFS
3933
Haverford Financial Services
Pennsylvania
$334M -$13.8M -4% 3.33% 57.9% 45 17.78%
RPA
3934
Rock Point Advisors
Vermont
$333M -$3.17M -0.9% 3.07% 82.8% 110 9.09%
SWG
3935
Summit Wealth Group
Vermont
$333M +$186M +127% 1.9% 53% 97 56.7%
CSUI
3936
Cincinnati Specialty Underwriters Insurance
Ohio
$333M +$14.9M +5% 7.27% 115% 41 2.44%
SFA
3937
Semmax Financial Advisors
North Carolina
$333M +$28.8M +9% 0.44% 458 21.62%
BCM
3938
Beryl Capital Management
California
$333M +$251M +305% 64.2% 3,932% 38 94.74%
SIM
3939
Seaview Investment Managers
Florida
$332M +$91.2K +0% 5.35% 148% 108 29.63%
MW
3940
Maia Wealth
Colorado
$332M 3% 224
BCP
3941
Berkeley Capital Partners
Georgia
$332M +$4.11M +1% 1.61% 62.8% 168 5.36%
FNB
3942
Farmers National Bank
Kentucky
$332M -$3.31M -1% 0.03% 159 1.89%
LAM
3943
L2 Asset Management
Massachusetts
$332M +$27.3M +9% 3.71% 128% 236 19.49%
NHFG
3944
New Harbor Financial Group
Massachusetts
$332M +$18.2M +6% 1.49% 80.6% 73 42.47%
FSCM
3945
First Sabrepoint Capital Management
Texas
$332M -$42.3M -11% 2.3% 218% 63 53.97%
RGC
3946
Roberts, Glore & Co
Illinois
$332M -$2.34M -0.7% 1.44% 72.3% 214 6.54%
RMC
3947
Regis Management Company
California
$331M +$2.61M +0.8% 1.3% 5.33% 41 7.32%
AFGI4KRSP
3948
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$331M -$47.1M -12% 9.86% 17.8% 1 0%
CCM
3949
Cutter Capital Management
New York
$331M +$69.8M +27% 1.97% 39 64.1%
TCCM
3950
Timber Creek Capital Management
Massachusetts
$331M +$11.3M +4% 3.5% 139% 140 12.86%