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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
HIS
5726
Harvest Investment Services
Illinois
$129M +$35.7M +38% 12.3% 282% 161 47.2%
MF
5727
Montis Financial
Massachusetts
$129M +$11.2M +9% 9.38% 46% 67 16.42%
BOC
5728
Bull Oak Capital
California
$129M +$10.9M +9% 0% 55.7% 31 100%
ACM
5729
Aryeh Capital Management
Ontario, Canada
$129M -$5.23M -4% 9.01% 87.7% 9 22.22%
WP
5730
WealthSpring Partners
California
$129M +$1.22M +1% 5.87% 75 6.67%
CSA
5731
Cottage Street Advisors
Massachusetts
$129M +$110M +566% 8.53% 91.4% 83 65.06%
CWM
5732
Castle Wealth Management
Florida
$129M -$29.8M -19% 6.64% 53.6% 117 14.53%
WMWM
5733
Whitaker-Myers Wealth Managers
Ohio
$129M +$24.8M +24% 7.53% 69.5% 68 2.94%
AI
5734
Arena Investors
New York
$129M +$21.2M +20% 0.12% 104 33.65%
SAMC
5735
Spectrum Asset Management (Connecticut)
Connecticut
$129M -$9.96M -7% 0.54% 0.74% 7 14.29%
FAG
5736
Fortitude Advisory Group
Washington
$129M +$11.6M +10% 11.9% 131% 235 11.91%
GCM
5737
Gator Capital Management
Florida
$129M -$7.06M -5% 4.02% 245% 67 8.96%
CCM
5738
Colorado Capital Management
Colorado
$129M +$9.06M +8% 6.62% 53.4% 77 2.6%
KA
5739
Keene & Associates
Texas
$129M +$17M +15% 3.39% 20.3% 82 10.98%
WWC
5740
Waypoint Wealth Counsel
Georgia
$129M +$4.84M +4% 6.77% 96.6% 99 11.11%
TI
5741
TTP Investments
California
$129M +$34M +36% 14.8% 197% 47 31.91%
AWS
5742
Aspen Wealth Strategies
Colorado
$129M +$4.03M +3% 5.16% 65.8% 81 9.88%
AF
5743
Aegis Financial
Virginia
$129M +$15.4M +14% 11.1% 266% 28 3.57%
BFA
5744
Buttonwood Financial Advisors
Maryland
$129M +$10.1M +9% 8.9% 66.3% 72 2.78%
AS
5745
AM Squared
Hong Kong
$129M -$23.2M -15% 9.23% 170 45.29%
ECP
5746
Epacria Capital Partners
Colorado
$129M +$1.87M +1% 1.28% 89.1% 66 18.18%
RB
5747
Renasant Bank
Mississippi
$129M -$3.72M -3% 4.1% 65% 206 20.87%
MMC
5748
Mainsail Management Company
Texas
$129M -$13M -9% 8.56% 55% 2 0%
PWM
5749
Penobscot Wealth Management
Maine
$129M +$13.4M +12% 6.77% 50.5% 65 7.69%
CA
5750
Cresta Advisors
Texas
$129M +$13.9M +12% 6.24% 59.1% 44 36.36%