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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
CWM
5401
Chicago Wealth Management
Illinois
$126M +$17.7M +16% 7.93% 134% 43 44.19%
GA
5402
Greenspring Associates
Maryland
$126M +$48.7M +63% 0.66% 13 84.62%
KLC
5403
Knowledge Leaders Capital
Colorado
$126M +$10.6M +9% 9.31% 51.6% 141 41.84%
HP
5404
HealthInvest Partners
Sweden
$126M -$25.4M -17% 3.77% 20 40%
FSCP
5405
Franklin Street Capital Partners
New York
$126M +$22.1M +21% 7.4% 56 71.43%
SIS
5406
SVB Investment Services
Utah
$126M -$3.26M -3% 4.27% 63 42.86%
HWM
5407
HighMark Wealth Management
Minnesota
$125M +$9.03M +8% 6.81% 110% 526 21.86%
GWA
5408
GGM Wealth Advisors
Maryland
$125M +$24M +24% 4.96% 25.9% 87 20.69%
SA
5409
Sunesis Advisors
Kansas
$125M +$1.52M +1% 2.38% 32 3.13%
OFG
5410
OTA Financial Group
New York
$125M -$26.1M -17% 29.8% 320% 98 79.59%
RDFA
5411
Ritter Daniher Financial Advisory
Ohio
$125M +$9.88M +9% 7.4% 56.7% 204 11.27%
CFG
5412
CNO Financial Group
Indiana
$125M +$13.5M +12% 0.68% 12 8.33%
SCA
5413
St. Clair Advisors
Ohio
$125M +$19.1M +18% 7.66% 64% 46 17.39%
WEO
5414
William E. Oberndorf
$125M -$98.4M -44% 10.6% 36.2% 8 12.5%
TCB
5415
Texas Capital Bancshares
Texas
$124M +$49.7M +67% 7.74% 175% 76 40.79%
RB
5416
Renasant Bank
Mississippi
$124M +$2.24M +2% 6.44% 65% 204 20.59%
YEPV
5417
Yorktown Energy Partners VIII
New York
$124M +$40.9M +49% 71% 15.2% 2 0%
SPFA
5418
Summit Place Financial Advisors
New Jersey
$124M +$8.9M +8% 5.92% 95.2% 103 19.42%
RCM
5419
Rain Capital Management
Oregon
$124M -$3.92M -3% 1.12% 18.2% 51 31.37%
OCP
5420
OCO Capital Partners
New York
$124M +$10.2M +9% 12.2% 679% 6 50%
SFS
5421
Solitude Financial Services
Virginia
$124M +$10.2M +9% 6.75% 55.4% 43 9.3%
AIM
5422
Alhambra Investment Management
Florida
$124M +$30.2M +32% 4.41% 61.5% 150 23.33%
SNBOSCI
5423
Security National Bank of Sioux City Iowa
Iowa
$124M +$7.26M +6% 7.64% 52.4% 106 11.32%
VCS
5424
Vaughan & Co Securities
New Jersey
$124M +$11.1M +10% 7.39% 65.6% 57 19.3%
CRI
5425
Colonial River Investments
Virginia
$124M -$96.8M -44% 6.32% 144% 144 13.89%