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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
CCA
6701
Cruiser Capital Advisors
Connecticut
$123M +$50.9M +71% 9.81% 192% 60 38.33%
TC
6702
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 29.2% 25 4%
ONST
6703
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% 135 5.93%
CWM
6704
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 56.4% 48 8.33%
OWG
6705
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% 71 22.54%
GWA
6706
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% 38 15.79%
DWS
6707
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.82% 246 6.5%
SFG
6708
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% 14 7.14%
RA
6709
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 87.5% 146 21.23%
JAIC
6710
Josh Arnold Investment Consultant
Minnesota
$122M +$3.08M +3% 9.14% 272% 31 51.61%
FCT
6711
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 111% 319 6.9%
GPW
6712
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% 88 19.32%
CA
6713
Cannon Advisors
North Carolina
$122M 5.06% 71
EB
6714
Exchange Bank
California
$122M +$4.6M +4% 7.64% 67.1% 115 6.09%
CGF
6715
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% 79.6% 33 33.33%
BAWM
6716
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% 50 28%
IPAM
6717
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 6.34% 145 9.66%
BSHC
6718
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% 102 10.78%
TWM
6719
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 94.1% 32 65.63%
RCM
6720
RMR Capital Management
California
$122M +$12.3M +11% 8.25% 73 6.85%
NWMG
6721
Nicholson Wealth Management Group
South Carolina
$122M 14.3% 97
EI
6722
EDMP Inc
Florida
$122M +$11.3M +10% 10.6% 71.6% 84 13.1%
SRB
6723
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 5.8% 34 2.94%
S
6724
Sunpointe
Missouri
$122M -$32.1M -21% 5.72% 192 26.04%
HA
6725
HC Advisors
Georgia
$122M +$13.2M +12% 6.74% 63.5% 53 5.66%