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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
4376
Cardinal Strategic Wealth Guidance
Kentucky
$208M +$19.9M +11% 7.27% 67.3% 98 22.45%
SGA
4377
Siguler Guff Advisers
New York
$208M -$143M -41% 0.86% 37.7% 5 0%
MVG
4378
Madrona Venture Group
Washington
$208M -$9.83M -5% 2.92% 233% 6 0%
CFC
4379
Coyle Financial Counsel
Illinois
$208M +$57.3M +38% 7.36% 62.4% 61 13.11%
PWS
4380
Peloton Wealth Strategists
Indiana
$208M +$15.6M +8% 10% 51.3% 90 7.78%
DC
4381
Diametric Capital
Massachusetts
$208M +$9.34M +5% 15.4% 175% 413 66.59%
BWM
4382
BigSur Wealth Management
Florida
$208M +$9.81M +5% 11.1% 83.1% 131 12.21%
CFP
4383
Curran Financial Partners
South Carolina
$207M +$10.1M +5% 7.89% 49.4% 72 23.61%
RWA
4384
Roberts Wealth Advisors
California
$207M +$3.84M +2% 5.69% 73.2% 89 16.85%
SSWG
4385
Seven Springs Wealth Group
Tennessee
$207M +$23.1M +13% 11.7% 59.2% 63 19.05%
TWA
4386
Tillar-Wenstrup Advisors
Ohio
$207M +$6.83M +3% 7.73% 27.4% 49 16.33%
HJIM
4387
Henry James International Management
New York
$207M +$27.7M +15% 14.7% 123% 130 4.62%
JGIA
4388
Jackson Grant Investment Advisers
Connecticut
$207M +$15.8M +8% 9.86% 54.3% 348 10.34%
UWM
4389
USAdvisors Wealth Management
Minnesota
$207M +$11.6M +6% 7.07% 55% 124 20.16%
QGA
4390
Q Global Advisors
Texas
$207M +$61.3M +42% 12.1% 79% 283 27.56%
EGP
4391
Entrust Global Partners
New York
$207M +$15.8M +8% 3.66% 82.3% 14 71.43%
WFA
4392
Websterrogers Financial Advisors
South Carolina
$207M +$16.3M +9% 7.36% 42.9% 62 19.35%
DC
4393
Deere & Company
Illinois
$206M 3.36% 3
MA
4394
Modus Advisors
Minnesota
$206M +$16.4M +9% 8.03% 89.5% 108 19.44%
SAMC
4395
Spectrum Asset Management (California)
California
$206M +$10.9M +6% 10.4% 62.9% 103 19.42%
RG
4396
Retirement Group
California
$206M +$81.4M +65% 10.8% 33.7% 753 34.66%
DA
4397
DCM Advisors
New York
$206M +$7.08M +4% 11.8% 99.3% 178 61.24%
DFA
4398
Delta Financial Advisors
Louisiana
$206M +$17.9M +10% 12.7% 96% 114 5.26%
FP
4399
Fiduciary Planning
Florida
$206M +$11.4M +6% 5.05% 65.5% 46 26.09%
ARC
4400
Advisor Resource Council
Texas
$206M +$58.2M +39% 5.27% 74.7% 184 27.72%