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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
SC
5926
Summa Corp
Texas
$192M +$19.6M +11% 30.6% 83 37.35%
BAM
5927
Ballast Asset Management
Texas
$192M +$2.63M +1% 6.38% 126% 60 20%
CSA
5928
Cottage Street Advisors
Massachusetts
$192M -$7.71M -4% 10.6% 91.4% 117 14.53%
SS
5929
Spinecap SAS
France
$192M 13.5% 12
LWMI
5930
Legacy Wealth Management (Idaho)
Idaho
$192M +$50.6M +36% 292% 886 23.02%
LIS
5931
Legacy Investment Solutions
Idaho
$192M 292% 747
SIAM
5932
Sterling Investment Advisors (Missouri)
Missouri
$192M +$14.4M +8% 6.23% 37.8% 37 5.41%
CIC
5933
Cornercap Investment Counsel
Georgia
$192M +$1.28M +0.7% 4.68% 55.4% 165 15.76%
MUAMU
5934
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$192M +$7.91M +4% 14.2% 138% 118 13.56%
NF
5935
Nvest Financial
New Hampshire
$192M +$5.22M +3% 10.8% 92.8% 110 17.27%
CCP
5936
Cunning Capital Partners
North Carolina
$192M +$35.1M +22% 27.9% 268% 56 5.36%
BA
5937
Baugh & Associates
Georgia
$192M -$5.71M -3% 4.34% 83.8% 44 15.91%
ONSWM
5938
Old North State Wealth Management
North Carolina
$192M +$12.3M +7% 4.89% 76.7% 121 9.92%
YWM
5939
Yoder Wealth Management
California
$192M +$14.2M +8% 8.23% 58.9% 113 5.31%
FC
5940
Franchise Capital
Cayman Islands
$192M +$23.9M +14% 21.4% 537% 25 24%
VWA
5941
Valued Wealth Advisors
Utah
$192M +$25.1M +15% 8.19% 659 7.44%
KA
5942
Kerrisdale Advisers
Florida
$192M -$47.3M -20% 19.1% 78.8% 84 25%
FIC
5943
FCG Investment Company
Tennessee
$192M +$32.5M +20% 16.7% 117 50.43%
GITFIT
5944
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$192M +$34.2M +22% 19.6% 105% 148 4.73%
CIA
5945
Cohen Investment Advisors
New Hampshire
$192M +$19.2M +11% 8.88% 76.2% 80 2.5%
PSF
5946
Pacific Sun Financial
California
$191M +$15.7M +9% 9.68% 70.3% 190 7.37%
CIG
5947
Cairn Investment Group
Washington
$191M +$14.5M +8% 5.53% 61.3% 71 11.27%
RCAP
5948
Resolute Capital Asset Partners
Colorado
$191M +$13.7M +8% 30% 657% 67 74.63%
YWS
5949
Yarger Wealth Strategies
Ohio
$191M +$19.9M +12% 7.67% 55.1% 116 20.69%
DAS
5950
DMKC Advisory Services
Iowa
$191M +$80M +72% 6.23% 79 31.65%