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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
CSTB
6351
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 1
ACM
6352
Ategra Capital Management
Virginia
$137M +$20.8M +18% 24
SWM
6353
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 63
PWH
6354
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 67
SC
6355
Settian Capital
New York
$137M +$947K +0.7% 32
KCM
6356
KRS Capital Management
Michigan
$137M +$3.56M +3% 119
EWS
6357
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 112
LAM
6358
Lewis Asset Management
California
$137M +$6.21M +5% 136
PA
6359
Prossimo Advisors
California
$137M +$26.4M +24% 143
MCM
6360
MidAtlantic Capital Management
Virginia
$137M +$17.7M +15% 246
CIM
6361
Chapman Investment Management
California
$137M +$5.39M +4% 32
PIM
6362
Pullen Investment Management
Florida
$137M +$16.1M +13% 107
WAG
6363
Wallace Advisory Group
California
$137M -$2.23M -2% 178
DMC
6364
DSC Meridian Capital
New York
$137M -$3.07M -2% 23
UIA
6365
Ulland Investment Advisors
Minnesota
$137M -$7.23M -5% 232
PFP
6366
Paragon Financial Partners
California
$137M +$8.19M +6% 85
SCM
6367
Shorepath Capital Management
Utah
$137M +$6.6M +5% 23
LFA
6368
Longview Financial Advisors
Alabama
$136M +$4.99M +4% 48
CIG
6369
Cascade Investment Group
Colorado
$136M +$8.3M +6% 135
1M
6370
13D Management
New York
$136M -$666K -0.5% 24
PFG
6371
Pacific Financial Group
Washington
$136M -$4.76M -3% 59
CCA
6372
Cottonwood Capital Advisors
Utah
$136M +$8.26M +6% 124
BCM
6373
Beaumont Capital Management
Massachusetts
$136M +$8.29M +6% 60
CAM
6374
Campion Asset Management
Virginia
$136M +$8.99M +7% 96
MAG
6375
M3 Advisory Group
Massachusetts
$136M +$14.7M +12% 156