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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
CB
5001
CNB Bank
Pennsylvania
$160M +$15.4M +11% 7.42% 79.1% 419 11.22%
CWA
5002
Centennial Wealth Advisory
Michigan
$160M +$8.41M +6% 4.69% 57.6% 102 41.18%
KC
5003
Kelso & Company
New York
$160M -$20.3M -11% 38.8% 1 0%
CWA
5004
Clarus Wealth Advisors
Arizona
$160M +$53K +0% 6.84% 142 38.03%
RWRC
5005
R.W. Roge & Company
New York
$160M +$11.7M +8% 5.84% 57.7% 42 11.9%
ATWA
5006
Arbor Trust Wealth Advisors
Michigan
$159M +$9.63M +6% 5.58% 52.8% 98 3.06%
VIG
5007
Vienna Insurance Group
Poland
$159M +$54.5M +52% 13.4% 88.1% 27 44.44%
FWM
5008
FSA Wealth Management
Massachusetts
$159M +$9.79M +7% 6.42% 45 8.89%
LCM
5009
LDR Capital Management
New York
$159M +$27.2M +21% 6.51% 37.1% 44 36.36%
RCC
5010
Red Cedar Capital
Nebraska
$159M +$9.22M +6% 8.46% 43% 158 4.43%
NS
5011
Newman & Schimel
Illinois
$159M +$9.61M +6% 6.19% 48 4.17%
ACA
5012
Ascension Capital Advisors
Texas
$159M +$11.4M +8% 5.6% 49.6% 31 6.45%
MMM
5013
Mendel Money Management
Illinois
$159M +$5.87M +4% 7.36% 55.5% 70 4.29%
CRC
5014
Catawba River Capital
South Carolina
$159M +$9.77M +7% 6.3% 89.5% 30 16.67%
ACM
5015
Alethea Capital Management
Washington
$159M -$5M -3% 12.4% 200% 112 55.36%
LFASL
5016
Lugano Financial Advisors SA (LFA)
Switzerland
$159M +$15.9M +11% 5.08% 36.8% 100 8%
SOW
5017
State of Wyoming
Wyoming
$159M +$97.9M +161% 10.3% 99.1% 1,254 59.33%
TCM
5018
Tandem Capital Management
New Jersey
$159M +$14.2M +10% 8.69% 83.8% 89 10.11%
CIA
5019
Cascade Investment Advisors
Oregon
$159M +$5.02M +3% 5.51% 71.4% 287 9.76%
SC
5020
Sovarnum Capital
New York
$159M +$26M +20% 6.26% 91 34.07%
CPM
5021
Corre Partners Management
New York
$159M -$1.09M -0.7% 0.9% 201% 7 0%
CASB
5022
Cape Ann Savings Bank
Massachusetts
$159M +$17.7M +13% 6.15% 59.5% 93 7.53%
GB
5023
Goepper Burkhardt
South Carolina
$158M +$11.3M +8% 6.13% 43.8% 64 1.56%
CC
5024
Corsicana & Co
Texas
$158M 6.64% 202
ADBIC
5025
A.D. Beadell Investment Counsel
Wisconsin
$158M +$9.71M +7% 4.31% 74.9% 97 11.34%