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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
CSWG
4301
Cardinal Strategic Wealth Guidance
Kentucky
$314M +$8.35M +3% 0.39% 67.3% 85 31.76%
LSA
4302
Lion Street Advisors
Texas
$314M +$26.6M +9% 1.44% 38% 281 14.59%
WBC
4303
West Branch Capital
Massachusetts
$313M +$24.3M +8% 5.3% 139% 631 17.91%
STB
4304
S&T Bank
Pennsylvania
$313M -$68.1M -18% 0.24% 193% 258 63.57%
SPA
4305
Sherbrooke Park Advisers
New York
$313M -$123M -28% 4.03% 9.59% 1,231 70.76%
TI
4306
TrueMark Investments
Illinois
$313M +$1.66M +0.5% 0.83% 267 43.45%
PC
4307
Packer & Co
Australia
$313M +$18.2M +6% 3.67% 6 50%
TCOO
4308
Trust Company of Oklahoma
Oklahoma
$313M +$4.7M +2% 2.49% 88.7% 129 6.2%
BCM
4309
Buckhead Capital Management
Georgia
$313M -$3.46M -1% 1.42% 67.6% 132 9.85%
CPA
4310
Capital Performance Advisors
California
$313M -$16.2M -5% 1.52% 71% 2,902 94.07%
QPW
4311
Quantum Private Wealth
Florida
$313M +$17.3M +6% 13.3% 219% 196 12.76%
RI
4312
Rinkey Investments
California
$313M +$3.54M +1% 1.61% 38.4% 98 25.51%
WA
4313
Wambolt & Associates
Colorado
$313M -$53.4M -15% 1.3% 62.2% 202 13.37%
BWM
4314
Buska Wealth Management
Wisconsin
$312M +$25.7M +9% 1.06% 61 9.84%
WPA
4315
WIT Partners Advisory
Singapore
$312M -$101M -24% 24.4% 1 0%
TJHA
4316
Thomas J. Herzfeld Advisors
Florida
$312M +$11.8M +4% 3.51% 17.7% 165 16.97%
PP
4317
Prosperity Planning
Missouri
$312M -$3.54M -1% 2.12% 40.5% 105 2.86%
BFWA
4318
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 0.9% 70.6% 111 19.82%
AWM
4319
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 0.2% 58.6% 1,362 14.68%
SA
4320
Shilanski & Associates
Alaska
$312M +$3.92M +1% 0.91% 84.2% 115 23.48%
MC
4321
Mirabaud & Cie
Switzerland
$312M -$33.7M -10% 4.82% 65 20%
BC
4322
Bruce & Co
Illinois
$311M -$32.2M -9% 3.16% 94.5% 42 4.76%
SWA
4323
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 2.81% 56.3% 40 32.5%
LL
4324
LPWM LLC
Minnesota
$311M +$5.89M +2% 0.42% 54.3% 81 8.64%
CIC
4325
Chase Investment Counsel
Virginia
$311M +$11M +4% 6.03% 350% 151 29.8%