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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
CS
6176
Capital Square
Tennessee
$108M +$921 +0% 3.46% 43.3% 158 22.78%
RAM
6177
RK Asset Management
Michigan
$108M +$7M +7% 14.5% 47.6% 21 4.76%
CMS
6178
Capital Market Strategies
Florida
$108M +$51.7M +92% 10.6% 120% 143 69.23%
CMF
6179
Counterpoint Mutual Funds
California
$108M -$6.1M -5% 4.62% 66.2% 516 80.62%
CAM
6180
Clio Asset Management
Virginia
$108M 9.31% 70% 11
SWMP
6181
Signature Wealth Management Partners
New Jersey
$108M +$134K +0.1% 9.4% 80.4% 112 15.18%
SICM
6182
Sustainable Insight Capital Management
New York
$108M +$8.3M +8% 10.7% 106% 95 52.63%
WFAG
6183
Worth Financial Advisory Group
North Carolina
$108M +$3.11M +3% 6.79% 82.9% 127 13.39%
SMWM
6184
Silvia McColl Wealth Management
California
$108M +$6.87M +7% 5.32% 76.1% 108 8.33%
VCIM
6185
Velan Capital Investment Management
Georgia
$108M -$9.62M -8% 26.1% 2,525% 39 41.03%
KGC
6186
Kennon-Green & Company
Ohio
$108M +$1.91M +2% 4.02% 43.4% 45 4.44%
SC
6187
Seldon Capital
California
$108M -$96.9M -47% 9.53% 449% 59 30.51%
LG
6188
LAM Group
Oregon
$107M +$5.45M +5% 7.05% 54.3% 117 5.98%
SIS
6189
Susquehanna International Securities
Ireland
$107M -$55.6M -34% 4.22% 2.8% 54 64.81%
GBWM
6190
Granite Bay Wealth Management
New Hampshire
$107M -$35.7M -25% 6.19% 41.9% 80 52.5%
BOM
6191
Bank of Marin
California
$107M +$2.68M +3% 8.77% 67.1% 127 14.17%
MWM
6192
Magnolia Wealth Management
Alabama
$107M +$8.09M +8% 3.9% 45.4% 11 0%
SFB
6193
STAR Financial Bank
Indiana
$107M +$4.35M +4% 6.27% 48.4% 97 10.31%
OCM
6194
Once Capital Management
New York
$107M +$13.1M +14% 23.1% 570% 24 12.5%
SIRP
6195
Shelter Insurance Retirement Plan
Missouri
$107M -$4.19M -4% 5.74% 51.1% 8 0%
SC
6196
Schubert & Co
Texas
$107M -$5.38M -5% 10.6% 45.4% 1,673 97.91%
PCC
6197
Park Circle Company
Maryland
$107M +$3.2M +3% 2.51% 58.1% 114 7.89%
MFG
6198
Mainsail Financial Group
Washington
$107M +$3.68M +4% 4.98% 57.2% 47 4.26%
CC
6199
Copperleaf Capital
North Carolina
$107M +$6.08M +6% 7.16% 102% 85 23.53%
VAF
6200
Values Added Financial
District of Columbia
$107M 5.27% 58.3% 79