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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
WA
5626
Win Advisors
Florida
$207M +$12.7M +7% 16.4% 114% 84 78.57%
VIPI
5627
Vista Investment Partners II
Indiana
$207M +$26.5M +15% 13.3% 143 16.08%
CI
5628
Cordant Inc
Oregon
$207M +$15.2M +8% 6.07% 47% 115 45.22%
RTL
5629
Red Tortoise LLC
Georgia
$207M +$13.5M +7% 7.93% 43.7% 657 21.16%
MHWM
5630
Montz Harcus Wealth Management
Louisiana
$207M +$24.2M +13% 10.8% 74.1% 86 11.63%
SWA
5631
Sightline Wealth Advisors
Connecticut
$207M +$17.4M +9% 6.57% 44.4% 93 18.28%
FSA
5632
Financial Services Advisory
Maryland
$207M -$57.3M -22% 9.05% 61.8% 63 52.38%
WI
5633
Whitebark Investors
Nevada
$207M +$16.4M +9% 14.2% 9 0%
BMCM
5634
Burns Matteson Capital Management
New York
$207M +$21.1M +11% 10.1% 144% 221 36.65%
LAS
5635
Lloyd Advisory Services
Georgia
$207M +$7.87M +4% 7.23% 122 38.52%
SFCM
5636
Savoir Faire Capital Management
Connecticut
$207M +$92.7M +81% 6.94% 1.22% 48 8.33%
RCM
5637
Rings Capital Management
Illinois
$207M +$10.5M +5% 6.57% 49.5% 8 12.5%
DB
5638
Dravo Bay
Delaware
$207M +$18.1M +10% 7.92% 36.6% 48 4.17%
SAM
5639
S.A. Mason
Michigan
$207M +$17.4M +9% 11.8% 80.6% 366 6.01%
CSPIA
5640
Cary Street Partners Investment Advisory
Virginia
$207M +$33.2M +19% 10.3% 84.1% 616 12.18%
AC
5641
Arrow Capital
Australia
$207M +$127M +158% 22.3% 37 75.68%
SIF
5642
State Insurance Fund
New York
$206M +$20.5M +11% 11% 1 0%
CFS
5643
Compass Financial Services
Iowa
$206M +$16M +8% 6.11% 328 19.21%
CIA
5644
Citadel Investment Advisory
Ohio
$206M +$2.67M +1% 5.72% 67.4% 84 3.57%
SOAG
5645
Silver Oak Advisory Group
Oregon
$206M +$18.1M +10% 4% 20.1% 73 10.96%
MCA
5646
Mendon Capital Advisors
Florida
$206M -$9.69M -4% 2.64% 60 28.33%
VAF
5647
Values Added Financial
District of Columbia
$206M +$25.9M +14% 8.43% 58.3% 126 11.11%
RAM
5648
Revere Asset Management
Texas
$206M +$113M +122% 32.3% 33 78.79%
FGG
5649
Financial Guidance Group
Florida
$206M +$20.7M +11% 7.35% 52% 84 14.29%
PFA
5650
Pinnacle Family Advisors
Missouri
$206M +$21.8M +12% 11.6% 77.3% 134 26.12%