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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
MSS
5951
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 72.2% 160 13.75%
WFAG
5952
Worth Financial Advisory Group
North Carolina
$240M +$11.1M +5% 21.4% 82.9% 220 85.45%
GWM
5953
Grand Wealth Management
Michigan
$240M +$27.5M +13% 10.9% 54.1% 89 47.19%
CAM
5954
Cobblestone Asset Management
Virginia
$240M +$17.4M +8% 10.9% 50.6% 83 22.89%
GGI
5955
GPM Growth Investors
Michigan
$239M +$1.62M +0.7% 10% 45 11.11%
SCA
5956
Southern Capital Advisors
Tennessee
$239M +$25.9M +12% 12.9% 58.2% 91 14.29%
BFA
5957
Brown Financial Advisory
Alabama
$239M +$37.8M +19% 16.2% 66.3% 53 15.09%
CPRPA
5958
Cerity Partners Retirement Plan Advisors
New York
$239M +$43.7M +22% 12.1% 49 67.35%
VH
5959
Visionary Horizons
Tennessee
$239M +$36.3M +18% 12.1% 152 20.39%
FCFC
5960
First Citizens Financial Corp
Iowa
$239M +$27.4M +13% 15.5% 68.1% 142 7.04%
AMIM
5961
Aull & Monroe Investment Management
Alabama
$239M +$23.9M +11% 20% 96.6% 130 6.92%
RWRC
5962
R.W. Roge & Company
New York
$239M +$29.2M +14% 13.6% 68.1% 71 9.86%
CF
5963
CNA Financial
Illinois
$239M +$3.84M +2% 5.95% 48.6% 24 62.5%
BFA
5964
Bright Financial Advisors
Michigan
$239M +$20.6M +9% 8.89% 76 17.11%
KFA
5965
Kapstone Financial Advisors
Ohio
$239M +$34.7M +17% 14.8% 131% 181 18.23%
CF
5966
CDC Financial
Illinois
$239M +$81.6M +52% 16.3% 64 40.63%
CPSC
5967
Carl P. Sherr & Co
Massachusetts
$239M +$25.8M +12% 11.3% 68.8% 139 14.39%
VIA
5968
Victrix Investment Advisors
Florida
$239M -$36.8M -13% 24% 113 38.94%
CCA
5969
Clarity Capital Advisors
Florida
$239M +$23.9M +11% 10.6% 96 2.08%
NSB
5970
Norway Savings Bank
Maine
$239M +$27.6M +13% 26.6% 101% 109 10.09%
CNBOF
5971
City National Bank of Florida
Florida
$238M +$70.8M +42% 18.2% 163 30.06%
CWM
5972
Collaborative Wealth Management
Florida
$238M +$20.6M +9% 8.16% 41.6% 180 15.56%
PFA
5973
Pinnacle Family Advisors
Missouri
$238M +$25.5M +12% 15.2% 85.8% 170 29.41%
RMC
5974
Ring Mountain Capital
California
$238M +$55.5M +30% 39.5% 110 16.36%
SC
5975
SMA Capital
New York
$238M +$6.45M +3% 14.6% 184 82.61%