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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
CPSC
5951
Carl P. Sherr & Co
Massachusetts
$239M +$25.8M +12% 11.3% 68.8% 139 14.39%
VIA
5952
Victrix Investment Advisors
Florida
$239M -$36.8M -13% 24% 113 38.94%
CCA
5953
Clarity Capital Advisors
Florida
$239M +$23.9M +11% 10.6% 96 2.08%
NSB
5954
Norway Savings Bank
Maine
$239M +$27.6M +13% 26.6% 101% 109 10.09%
CNBOF
5955
City National Bank of Florida
Florida
$238M +$70.8M +42% 18.2% 163 30.06%
CWM
5956
Collaborative Wealth Management
Florida
$238M +$20.6M +9% 8.16% 41.6% 180 15.56%
PFA
5957
Pinnacle Family Advisors
Missouri
$238M +$25.5M +12% 15.2% 85.8% 170 29.41%
RMC
5958
Ring Mountain Capital
California
$238M +$55.5M +30% 39.5% 110 16.36%
SC
5959
SMA Capital
New York
$238M +$6.45M +3% 14.6% 184 82.61%
TCM
5960
Tandem Capital Management
New Jersey
$238M +$38.1M +19% 29% 120% 121 11.57%
SAM
5961
Soviero Asset Management
New York
$238M +$37.5M +19% 37.8% 676% 82 52.44%
GRWP
5962
Green Ridge Wealth Planning
New Jersey
$238M +$47.7M +25% 23.3% 98 16.33%
HAS
5963
Horizon Advisory Services
New York
$238M +$42.2M +22% 7.12% 52 11.54%
BCFD
5964
Boit C.F. David
$238M +$12.3M +5% 11.8% 75.4% 118 28.81%
CSA
5965
Cornerstone Select Advisors
Missouri
$238M +$77.9M +49% 50.2% 155 23.87%
BPW
5966
BlueDoor Private Wealth
Massachusetts
$238M +$21.7M +10% 10.8% 171 18.13%
T
5967
Tableaux
Massachusetts
$238M +$31M +15% 12.1% 125 13.6%
NB
5968
NBH Bank
Colorado
$237M 16.2% 552
CFIM
5969
Client First Investment Management
Wisconsin
$237M +$44.9M +23% 43.8% 36 77.78%
GPWM
5970
Grant Private Wealth Management
California
$237M +$48.7M +26% 26.7% 171 14.04%
CPI
5971
Crestview Partners III
New York
$237M +$42.1M +22% 27.4% 51.2% 2 50%
SAM
5972
Sequent Asset Management
Texas
$237M +$28.2M +13% 13.4% 51.3% 99 19.19%
AIA
5973
Arcadia Investment Advisors
Idaho
$237M +$25.3M +12% 11.2% 51.4% 83 6.02%
RF
5974
RetireMitten Financial
Michigan
$237M +$30.3M +15% 10% 182 74.18%
BTIM
5975
BancFirst Trust & Investment Management
Oklahoma
$237M +$10.7M +5% 1.05% 44.9% 67 40.3%