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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
CSA
4426
Cottage Street Advisors
Massachusetts
$136M +$2.99M +2% 9.24% 91.4% 97 16.49%
MHR
4427
Matthew Hamilton Rosenberg
$136M +$10.6M +8% 6.67% 48.3% 552 6.16%
SJL
4428
Shayne & Jacobs LLC
Tennessee
$136M +$17.5M +15% 14.5% 73.4% 33 12.12%
RDWM
4429
Red Door Wealth Management
Tennessee
$136M -$882K -0.6% 10.6% 100% 484 79.13%
DI
4430
Disciplined Investments
Oklahoma
$136M +$7.08M +6% 5.51% 41.9% 461 17.57%
QT
4431
Quantamental Technologies
New York
$135M -$14.3M -10% 4.68% 24.2% 402 71.14%
WG
4432
Watchman Group
Texas
$135M +$15M +12% 14.2% 52.9% 83 15.66%
FFC
4433
Fure Financial Corporation
Minnesota
$135M +$10.1M +8% 7.99% 59.5% 84 72.62%
CIM
4434
Chapman Investment Management
California
$135M +$13.1M +11% 12.4% 44% 42 14.29%
EWM
4435
EPG Wealth Management
Georgia
$135M -$5.72M -4% 9.87% 73.6% 154 27.27%
PCM
4436
Perritt Capital Management
Illinois
$135M +$1.48M +1% 8.39% 80.9% 198 15.66%
CP
4437
CornerStone Partners
Virginia
$135M +$13M +11% 7.19% 10 10%
IWMA
4438
Ironwood Wealth Management (Arizona)
Arizona
$135M $0 0% 5.21% 25.4% 44 0%
VAM
4439
Velanne Asset Management
United Kingdom
$135M +$3.81M +3% 7.95% 29.6% 20 5%
WC
4440
Wealth CMT
New Jersey
$135M +$5.46M +4% 6.9% 25% 19 0%
LIM
4441
Lagoda Investment Management
New York
$135M +$14.7M +12% 14% 193% 33 12.12%
LFPWM
4442
Leicht Financial Planning & Wealth Management
New Jersey
$135M +$8.74M +7% 5.42% 46.3% 23 26.09%
JAWM
4443
J. Arnold Wealth Management
Ohio
$135M +$15.2M +13% 13% 46.2% 78 33.33%
WAOTB
4444
Wealth Advisors of Tampa Bay
Florida
$135M +$14.7M +12% 5.66% 73.5% 73 8.22%
HCM
4445
Hutner Capital Management
Vermont
$135M +$16.3M +14% 11.3% 53.7% 44 11.36%
BCM
4446
Brookmont Capital Management
Texas
$135M +$9.63M +8% 8.29% 36.6% 51 7.84%
MS
4447
Madden Securities
Texas
$135M +$22.3M +20% 9.24% 92.2% 123 29.27%
SST
4448
S Squared Technology
New York
$135M +$7.23M +6% 24.6% 138% 34 8.82%
DG
4449
DigitalBridge Group
Florida
$135M +$39.5M +42% 1.18% 112% 38 31.58%
TWM
4450
TLW Wealth Management
Florida
$134M +$18.6M +16% 17.7% 82.1% 19 0%