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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
CIA
5776
Cascade Investment Advisors
Oregon
$134M +$7.67M +6% 6.33% 71.4% 247 60.32%
PPW
5777
PACK Private Wealth
Minnesota
$134M +$8.02M +6% 4.69% 52.8% 39 7.69%
ACM
5778
Altai Capital Management
California
$134M +$16.7M +14% 27% 24.9% 5 0%
BP
5779
Berkshire Partners
Massachusetts
$133M +$3.42M +3% 5.43% 79% 1 0%
BC
5780
Birchview Capital
Vermont
$133M +$5.69M +4% 15.3% 327% 56 5.36%
BRG
5781
Bay Rivers Group
Virginia
$133M +$19M +17% 11.9% 166% 68 10.29%
CI
5782
Carroll Investors
South Carolina
$133M +$10.8M +9% 16.2% 241% 39 33.33%
PSC
5783
Prentiss Smith & Co
Vermont
$133M -$1.46M -1% 7.01% 63.9% 66 12.12%
FFA
5784
Fortune Financial Advisors
Kansas
$133M 6.07% 76.8% 121
PFWA
5785
Paces Ferry Wealth Advisors
Georgia
$133M +$9.22M +7% 10.1% 72% 115 9.57%
MWM
5786
Meritas Wealth Management
California
$133M +$6.03M +5% 4.96% 63% 43 6.98%
GIM
5787
Growth Interface Management
Florida
$133M +$32.9M +33% 32% 12% 10 10%
CWA
5788
Capital Wealth Alliance
Arizona
$133M +$9.14M +7% 1.73% 108% 117 20.51%
HWM
5789
HighMark Wealth Management
Minnesota
$133M +$4.83M +4% 6.98% 110% 636 16.67%
DSN
5790
D. Scott Neal
Kentucky
$133M -$46M -26% 3.02% 105% 71 22.54%
MPW
5791
MGO Private Wealth
California
$133M +$5.26M +4% 4.47% 51.5% 81 25.93%
AFS
5792
AFG Fiduciary Services
Massachusetts
$133M +$24.5M +23% 6.12% 61.9% 91 25.27%
EFH
5793
Eaton Financial Holdings
Florida
$133M +$4.84M +4% 5.36% 56 14.29%
TOTUOP
5794
Trustees of The University of Pennsylvania
Pennsylvania
$133M +$30.3M +30% 29% 8 37.5%
SNBOSCI
5795
Security National Bank of Sioux City Iowa
Iowa
$133M 4.78% 52.4% 93
WDC
5796
Woodward Diversified Capital
California
$133M +$5.29M +4% 6.7% 107% 160 20.63%
LAIC
5797
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 9.02% 75.5% 88 3.41%
SW
5798
SMART Wealth
Nebraska
$132M +$19.1M +17% 1.87% 77.7% 85 22.35%
GIM
5799
Greenwich Investment Management
Connecticut
$132M +$2.34M +2% 2.29% 49 10.2%
WFA
5800
Wells Financial Advisors
Massachusetts
$132M +$6.91M +6% 4.1% 54% 71 16.9%