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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
CCA
5476
Covey Capital Advisors
Georgia
$120M +$6.03M +5% 8.73% 118% 41 29.27%
PSC
5477
Piper Sandler & Co
Minnesota
$120M -$18.4M -13% 0.08% 0.04% 21 19.05%
WOSD
5478
WFA of San Diego
California
$120M -$255M -68% 3.52% 132 59.85%
YMRC
5479
Yorktown Management & Research Company
Virginia
$120M +$9.28M +8% 13.1% 223% 284 35.92%
EW
5480
Element Wealth
Mississippi
$120M +$12.3M +11% 8.03% 59.6% 172 9.3%
CG
5481
Clarus Group
Texas
$120M +$4.31M +4% 8.42% 65.5% 112 16.96%
CIG
5482
Cairn Investment Group
Washington
$120M +$14.4M +14% 13.1% 61.3% 73 8.22%
SNBOSD
5483
Security National Bank of So Dak
Iowa
$120M +$7.29M +6% 6.09% 58.9% 96 10.42%
AA
5484
Aufman Associates
Pennsylvania
$120M +$8.66M +8% 7.6% 136% 48 18.75%
NCG
5485
Newport Capital Group
New Jersey
$120M +$3.99M +3% 2.55% 61 3.28%
RF
5486
RHS Financial
California
$120M +$3.3M +3% 2.9% 57.8% 79 11.39%
SMG
5487
Smart Money Group
Texas
$120M +$1.02M +0.9% 3.19% 58.9% 64 20.31%
LF
5488
LifeSteps Financial
California
$120M +$10.8M +10% 5.7% 88% 85 2.35%
MIM
5489
Merrion Investment Management
New Jersey
$120M +$1.49M +1% 12.5% 166% 259 67.18%
FPW
5490
Flagship Private Wealth
Massachusetts
$120M +$12.1M +11% 4.98% 62.7% 328 14.33%
EL
5491
EQ LLC
Washington
$120M +$11.6M +11% 7.51% 72.9% 52 23.08%
AWA
5492
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 4.13% 120% 146 17.81%
HM
5493
Heronetta Management
New York
$120M -$461K -0.4% 15.1% 59.7% 25 4%
BAM
5494
Beaumont Asset Management
Texas
$119M +$8.11M +7% 4.8% 64.3% 70 17.14%
HS
5495
Horan Securities
United States
$119M -$2.11M -2% 7.63% 50.1% 475 22.95%
ECP
5496
Elemental Capital Partners
California
$119M 23.9% 10
TBNY
5497
Trustco Bank (New York)
New York
$119M +$4.92M +4% 11% 131% 74 8.11%
CIA
5498
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 9.66% 87.4% 531 4.14%
DTC
5499
Davidson Trust Company
Washington
$119M +$2.67M +2% 5.9% 64.6% 124 5.65%
PWM
5500
Purus Wealth Management
California
$119M +$6.81M +6% 1.89% 156% 85 14.12%