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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
CFS
4176
Cannon Financial Strategists
Georgia
$278M +$20.1M +8% 5.3% 52.4% 65 6.15%
SA
4177
Stewardship Advisors
Pennsylvania
$278M +$14.1M +5% 3.76% 42.6% 55 14.55%
MWM
4178
MTC Wealth Management
Florida
$278M +$17.2M +7% 3.06% 30.5% 13 0%
CA
4179
Claro Advisors
Massachusetts
$278M +$40.2M +17% 8.83% 85.5% 299 19.73%
MS
4180
Mizuho Securities
Japan
$278M -$66.3M -19% 14.8% 109% 211 12.8%
CWA
4181
Canvas Wealth Advisors
Kansas
$278M +$33.1M +14% 9.57% 115% 139 17.99%
MC
4182
MSD Capital
New York
$278M +$198M +246% 3.4% 11.5% 4 25%
SIM
4183
Studio Investment Management
Illinois
$278M +$43.7M +19% 8.47% 47.2% 112 13.39%
RCM
4184
Riverpark Capital Management
New York
$278M -$5.36M -2% 2.89% 152% 39 12.82%
RWA
4185
Roberts Wealth Advisors
California
$278M +$24.9M +10% 7.79% 73.2% 97 8.25%
SKK
4186
Shepherd Kaplan Krochuk
Massachusetts
$278M +$5.2M +2% 6.23% 38.5% 215 17.67%
DBRC
4187
D.B. Root & Company
Pennsylvania
$277M +$20.9M +8% 8.87% 57.3% 207 17.39%
AFWM
4188
AMJ Financial Wealth Management
Virginia
$277M +$33.1M +14% 12.4% 167% 104 24.04%
WA
4189
Wambolt & Associates
Colorado
$277M +$27.4M +11% 9.58% 62.2% 247 6.07%
BCM
4190
Birmingham Capital Management
Alabama
$277M +$15.8M +6% 7.86% 103% 107 3.74%
AA
4191
Altrafin AG
$277M 4.34% 97.6% 91
OR
4192
Olympiad Research
Connecticut
$276M -$49M -15% 7.64% 189% 344 51.74%
HCM
4193
Hudson Capital Management
New Jersey
$276M +$26.2M +10% 5.23% 61.6% 72 12.5%
NLVP
4194
New Leaf Venture Partners
New York
$276M -$70.7M -20% 11.7% 17.1% 22 0%
GPA
4195
Guidance Point Advisors
Massachusetts
$276M +$1.97M +0.7% 3.56% 67.1% 442 79.41%
VST
4196
Van Strum & Towne
California
$276M +$22.1M +9% 8.36% 62.2% 109 9.17%
RZH
4197
Relyea Zuckerberg Hanson
Connecticut
$276M +$18.3M +7% 7.16% 84.4% 152 10.53%
EVC
4198
Eidelman Virant Capital
Missouri
$276M +$14.5M +6% 5.14% 46.2% 231 24.68%
TJHA
4199
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 1.42% 17.7% 401 22.94%
WRTC
4200
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 6.62% 62.1% 10 0%