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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
5SA
5551
5th Street Advisors
Connecticut
$232M +$18M +8% 0.68% 47.5% 56 17.86%
KG
5552
Kilter Group
New York
$232M +$5.58M +2% 2.4% 1,697 25.87%
CCM
5553
Cambridge Capital Management
Illinois
$232M +$9.4M +4% 0.54% 45 2.22%
BCM
5554
Banyan Capital Management
Georgia
$232M +$1.97M +0.9% 3.39% 42.5% 58 10.34%
VOMP
5555
Vision One Management Partners
Florida
$232M +$53.8M +30% 31.7% 10 10%
DTC
5556
Davidson Trust Company
Washington
$232M -$7.84M -3% 0.59% 64.6% 183 9.84%
SOAG
5557
Silver Oak Advisory Group
Oregon
$232M +$10.7M +5% 0.21% 27% 81 8.64%
RWS
5558
Resolute Wealth Strategies
Mississippi
$232M +$3.67M +2% 2.38% 97% 123 18.7%
WA
5559
Westfuller Advisors
New York
$232M -$15.6M -6% 1.54% 799 10.51%
SC
5560
SMA Capital
New York
$232M +$22.6M +11% 9.29% 116 81.03%
BA
5561
Baugh & Associates
Georgia
$232M +$28.2M +14% 3.86% 83.8% 45 11.11%
RWMG
5562
Redwood Wealth Management Group
New Jersey
$232M -$7.52M -3% 0.37% 74.1% 197 19.29%
TW
5563
Titan Wealth
$232M -$28.6M -11% 0.62% 74 41.89%
SFP
5564
Strategic Financial Partners
Oregon
$232M +$550K +0.2% 1.56% 54.8% 88 13.64%
SM
5565
Samjo Management
New York
$231M -$27.4M -11% 7.5% 61 18.03%
BIM
5566
Brentview Investment Management
Illinois
$231M +$10.1M +5% 3% 70 15.71%
CSA
5567
Cottage Street Advisors
Massachusetts
$231M -$5.27M -2% 0.53% 91.4% 147 8.84%
CBOA
5568
Commonwealth Bank of Australia
Australia
$231M -$279M -55% 54.7% 2 0%
CFS
5569
Compass Financial Services
Iowa
$231M -$1.14M -0.5% 1.53% 297 82.15%
MWM
5570
Massachusetts Wealth Management
Massachusetts
$231M +$15.8M +7% 7.05% 106% 99 7.07%
MIM
5571
Meros Investment Management
Texas
$231M -$21.4M -9% 2.22% 52.4% 57 24.56%
CP
5572
Catalys Pacific
Japan
$231M -$79.8M -26% 25.9% 2 0%
CPL
5573
Corecam Pte Ltd
$231M +$38.3M +20% 5.48% 88 57.95%
PWA
5574
Prairie Wealth Advisors
Nebraska
$231M -$4.9M -2% 0.52% 151 1.32%
CC
5575
Citrine Capital
California
$231M +$15.2M +7% 4% 61 29.51%