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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
CI
5276
CAZ Investments
Texas
$175M -$104M -37% 22.4% 255% 47 40.43%
SC
5277
Siena Capital
Ohio
$175M 9.8% 60
SCA
5278
St. Clair Advisors
Ohio
$174M +$29.8M +21% 9.58% 64% 53 11.32%
AA
5279
AF Advisors
California
$174M +$14.7M +9% 9.14% 76.5% 25 8%
SWA
5280
ShankerValleau Wealth Advisors
Illinois
$174M 4.14% 56.3% 17
RRC
5281
Relaxing Retirement Coach
Massachusetts
$174M +$51.9M +43% 5.54% 28.6% 59 25.42%
CWA
5282
Clarus Wealth Advisors
Arizona
$174M +$11.2M +7% 9.38% 121 28.93%
AWM
5283
Act Wealth Management
Texas
$174M +$11.9M +7% 4.97% 66.7% 38 18.42%
SCM
5284
Spreng Capital Management
Ohio
$174M +$17.6M +11% 9.54% 72.5% 109 9.17%
AV
5285
Arboretum Ventures
Michigan
$174M 33.1% 3
ATWA
5286
Arbor Trust Wealth Advisors
Michigan
$173M +$13.4M +8% 9.07% 63.8% 103 5.83%
MC
5287
Muzinich & Co
New York
$173M +$14.2M +9% 2.49% 9.67% 49 26.53%
FMB
5288
Field & Main Bank
Kentucky
$173M +$21.4M +14% 12.3% 107% 237 10.97%
MMM
5289
Mendel Money Management
Illinois
$173M +$13.7M +9% 13.9% 75.4% 70 5.71%
TCM
5290
Tandem Capital Management
New Jersey
$173M +$14.6M +9% 9.95% 120% 97 15.46%
PHM
5291
Prospect Hill Management
New Jersey
$173M +$28.3M +20% 21.7% 85.1% 17 17.65%
LFASL
5292
Lugano Financial Advisors SA (LFA)
Switzerland
$173M +$20.9M +14% 1.72% 44.9% 125 21.6%
BCM
5293
Banyan Capital Management
Georgia
$173M +$16.1M +10% 5.66% 42.5% 20 5%
MC
5294
MRJ Capital
New York
$173M +$2.21M +1% 10.5% 127% 52 5.77%
BSI
5295
Bennett Selby Investments
Maine
$173M +$20.1M +13% 9.61% 69.8% 59 8.47%
EIA
5296
Eastover Investment Advisors
North Carolina
$173M +$19.7M +13% 12.3% 102% 47 8.51%
BCM
5297
Beaumont Capital Management
Massachusetts
$173M +$56.4M +48% 4.54% 45.4% 54 44.44%
MTIC
5298
Missouri Trust & Investment Company
Missouri
$173M 9.77% 65.1% 400
SC
5299
Steph & Co
Wisconsin
$173M +$16.6M +11% 7.23% 56.8% 304 12.5%
BFAG
5300
Blackston Financial Advisory Group
Florida
$173M 10.5% 69.1% 92