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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
CPW
5076
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 48
SIM
5077
Strategic Investment Management
Virginia
$146M +$11.3M +8% 10
EP
5078
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 47
SFS
5079
Solitude Financial Services
Virginia
$146M +$9.08M +7% 45
LSA
5080
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 378
RFWA
5081
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 103
AWM
5082
AllSquare Wealth Management
New York
$146M +$7.51M +5% 543
DCM
5083
Davidson Capital Management
Texas
$146M -$58.3M -29% 160
FMTCOCP
5084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 369
CGIC
5085
Continental General Insurance Company
Texas
$146M 8
AWP
5086
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 113
AW
5087
Alaethes Wealth
Nevada
$146M +$9.47M +7% 110
SC
5088
Saiph Capital
New Jersey
$145M +$17.2M +13% 43
BCM
5089
Birch Capital Management
Texas
$145M +$12.8M +10% 111
TRIA
5090
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 126
SRWM
5091
Shira Ridge Wealth Management
California
$145M 58
NFGH
5092
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 47
YEPX
5093
Yorktown Energy Partners XI
New York
$145M +$17M +13% 4
TB
5094
Treynor Bancshares
Iowa
$145M +$11.6M +9% 74
ATWA
5095
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 103
KA
5096
Kercheville Advisors
Texas
$145M +$47.1M +48% 99
EFSCE
5097
Enterprise Financial Services Corp (EFSC)
Missouri
$145M +$10.7M +8% 157
LFP
5098
Leeward Financial Partners
Washington
$145M +$5.28M +4% 72
AIC
5099
Aurora Investment Counsel
Georgia
$145M +$13M +10% 126
FPCG
5100
Forum Private Client Group
Indiana
$145M +$11M +8% 68