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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
CSB
5476
City State Bank
Iowa
$162M 8.94% 72.5% 667
AWA
5477
Alta Wealth Advisors
Massachusetts
$162M +$24.6M +18% 9.14% 120% 160 20.63%
DJYG
5478
David J. Yvars Group
Florida
$162M -$9.21M -5% 7% 125% 89 14.61%
SCA
5479
Southern Capital Advisors
Tennessee
$162M 7.98% 58.2% 81
TWP
5480
Total Wealth Planning
Ohio
$162M -$114M -41% 4.59% 37.2% 47 34.04%
IDBONY
5481
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 5.91% 37.3% 88 5.68%
OWP
5482
Old Well Partners
North Carolina
$162M -$32.1M -17% 10.4% 97.8% 56 55.36%
EWG
5483
Executive Wealth Group
Washington
$162M -$1.84M -1% 4.65% 14.9% 50 6%
AWM
5484
Activest Wealth Management
Florida
$162M +$11.6M +8% 7.79% 105% 435 32.64%
MCA
5485
Martin Capital Advisors
Texas
$162M 11.3% 117% 64
AA
5486
Addison Advisors
Vermont
$162M +$36.9M +30% 7.02% 50.2% 736 37.77%
LI
5487
Latash Investments
Alaska
$162M +$1.42M +0.9% 2.84% 110% 21 0%
OCA
5488
Offit Capital Advisors
New York
$162M 3.59% 1
SHWM
5489
Silicon Hills Wealth Management
Texas
$162M +$15.7M +11% 6.36% 30.9% 125 16.8%
P2P
5490
Phase 2 Partners
California
$161M 5.32% 25.1% 20
MA
5491
MBA Advisors
Pennsylvania
$161M +$25.9M +19% 6.94% 58.3% 152 12.5%
KC
5492
Kinloch Capital
Virginia
$161M +$19.7M +14% 8.87% 63.4% 68 13.24%
PAMI
5493
Perseverance Asset Management International
Cayman Islands
$161M -$51.3M -24% 6.56% 120% 20 60%
FF
5494
Friedenthal Financial
New Jersey
$161M -$7.85M -5% 4.29% 111% 84 32.14%
WF
5495
Whelan Financial
California
$161M +$51.7M +47% 5.89% 57.9% 20 25%
BSAM
5496
Blue Square Asset Management
New York
$161M +$1.15M +0.7% 7.21% 104% 94 25.53%
CCIA
5497
Cherry Creek Investment Advisors
Colorado
$161M +$10.8M +7% 9.4% 140% 122 19.67%
ACM
5498
Arrow Capital Management
New York
$161M +$18.8M +13% 2.94% 12 41.67%
SW
5499
Signify Wealth
Missouri
$161M +$35.4M +28% 1.72% 36.7% 28 60.71%
KXA
5500
KPCB XIV Associates
California
$161M 23.2% 3