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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
SWA
5701
Sightline Wealth Advisors
Connecticut
$207M +$17.4M +9% 6.57% 44.4% 93 18.28%
FSA
5702
Financial Services Advisory
Maryland
$207M -$57.3M -22% 9.05% 75.8% 63 52.38%
WI
5703
Whitebark Investors
Nevada
$207M +$16.4M +9% 14.2% 9 0%
BMCM
5704
Burns Matteson Capital Management
New York
$207M +$21.1M +11% 10.1% 144% 221 36.65%
LAS
5705
Lloyd Advisory Services
Georgia
$207M +$7.87M +4% 7.23% 47.7% 122 38.52%
SFCM
5706
Savoir Faire Capital Management
Connecticut
$207M +$92.7M +81% 6.94% 1.22% 48 8.33%
RCM
5707
Rings Capital Management
Illinois
$207M +$10.5M +5% 6.57% 40.9% 8 12.5%
DB
5708
Dravo Bay
Delaware
$207M +$18.1M +10% 7.92% 45.2% 48 4.17%
SAM
5709
S.A. Mason
Michigan
$207M +$17.4M +9% 11.8% 105% 366 6.01%
CSPIA
5710
Cary Street Partners Investment Advisory
Virginia
$207M +$33.2M +19% 10.3% 84.1% 616 12.18%
AC
5711
Arrow Capital
Australia
$207M +$127M +158% 22.3% 37 75.68%
SIF
5712
State Insurance Fund
New York
$206M +$20.5M +11% 11% 1 0%
CFS
5713
Compass Financial Services
Iowa
$206M +$16M +8% 6.11% 328 19.21%
CIA
5714
Citadel Investment Advisory
Ohio
$206M +$2.67M +1% 5.72% 67.4% 84 3.57%
SOAG
5715
Silver Oak Advisory Group
Oregon
$206M +$18.1M +10% 4% 27% 73 10.96%
MCA
5716
Mendon Capital Advisors
Florida
$206M -$9.69M -4% 2.64% 60 28.33%
VAF
5717
Values Added Financial
District of Columbia
$206M +$25.9M +14% 8.43% 58.3% 126 11.11%
RAM
5718
Revere Asset Management
Texas
$206M +$113M +122% 32.3% 592% 33 78.79%
FGG
5719
Financial Guidance Group
Florida
$206M +$20.7M +11% 7.35% 52% 84 14.29%
PFA
5720
Pinnacle Family Advisors
Missouri
$206M +$21.8M +12% 11.6% 85.8% 134 26.12%
IIM
5721
Ironwood Investment Management
Massachusetts
$206M +$22.1M +12% 16.9% 164% 176 12.5%
BAM
5722
Bellevue Asset Management
Washington
$205M +$22.2M +12% 15.6% 56.7% 493 7.51%
LWM
5723
Lodestone Wealth Management
Washington
$205M +$17.4M +9% 7.15% 81.1% 172 13.37%
FCM
5724
Findell Capital Management
New York
$205M -$2.63M -1% 17.8% 17 52.94%
PCM
5725
Prime Capital Management
Hong Kong
$205M +$111M +118% 49% 579% 3 33.33%