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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
CSWM
4826
Cassady Schiller Wealth Management
Ohio
$163M -$10.6M -6% 10.1% 21.8% 471 77.92%
WAM
4827
Weinberger Asset Management
California
$163M +$18.1M +13% 10.3% 66.4% 75 13.33%
NAH
4828
Neumann Advisory (HK)
Hong Kong
$163M -$123M -43% 30.8% 88.4% 16 12.5%
CWA
4829
CJM Wealth Advisers
Virginia
$163M +$22.1M +16% 9.6% 71.5% 58 15.52%
CSB
4830
City State Bank
Iowa
$163M +$19.6M +14% 8.82% 72.5% 713 10.1%
RIP
4831
RAM Investment Partners
Washington
$163M 6.83% 43.7% 49
ACP
4832
Acuta Capital Partners
California
$163M -$69.7M -30% 17.7% 7,472% 55 52.73%
WWP
4833
WR Wealth Planners
Missouri
$162M +$20.3M +14% 8.88% 22.1% 548 12.96%
TWCM
4834
True Wind Capital Management
California
$162M +$929K +0.6% 2.23% 119% 3 0%
HZ
4835
Hixon Zuercher
Ohio
$162M +$5.7M +4% 9.16% 87.5% 60 15%
MA
4836
MYDA Advisors
New York
$162M -$50.6M -24% 10.7% 189% 190 76.32%
LFGO
4837
Legacy Financial Group (Oklahoma)
Oklahoma
$162M 7.72% 49.2% 62
CCC
4838
Cincinnati Casualty Company
Ohio
$162M +$19.8M +14% 14.8% 50.5% 26 0%
SIAG
4839
Safeguard Investment Advisory Group
California
$162M +$16.2M +11% 6.64% 62.9% 101 8.91%
I2I
4840
Insight 2811 Inc
Illinois
$162M +$13.8M +9% 4.31% 22.2% 102 26.47%
CCM
4841
Carmel Capital Management
California
$162M +$8.94M +6% 12.9% 265% 36 5.56%
AA
4842
Altman Advisors
Illinois
$162M +$3.65M +2% 9.61% 97 16.49%
SSW
4843
Smith Shellnut Wilson
Mississippi
$162M +$11.6M +8% 9.47% 92.2% 133 16.54%
CC
4844
Constitution Capital
Connecticut
$162M +$12.4M +8% 9.26% 70.2% 71 18.31%
WBC
4845
West Branch Capital
Massachusetts
$162M +$1M +0.6% 8.92% 139% 486 10.08%
RHP
4846
Royal Harbor Partners
Texas
$162M +$15.6M +11% 7.59% 49.5% 79 22.78%
SIC
4847
Sterling Investment Counsel
New York
$162M +$24.9M +18% 6.25% 82.8% 157 15.92%
RHAM
4848
Round Hill Asset Management
California
$162M +$14.6M +10% 12.9% 40.7% 60 5%
GI
4849
GS Investments
Minnesota
$162M +$10.7M +7% 10.9% 77.6% 155 4.52%
WWMSC
4850
Wagner Wealth Management (South Carolina)
South Carolina
$162M +$26.8M +20% 6.23% 36.9% 747 70.55%