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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
CSI
7276
Clark & Stuart Inc
Maine
$145M +$5.23M +4% 2.63% 55 12.73%
EL
7277
ES4 LLC
California
$145M 2.93% 32
SF
7278
Seek First
California
$145M +$6.02M +4% 4.98% 61 6.56%
CMMS
7279
Comprehensive Money Management Services
Florida
$145M +$3.76M +3% 2.63% 192 4.17%
SWM
7280
Seed Wealth Management
Illinois
$145M +$202K +0.1% 1.27% 58.4% 119 18.49%
PM
7281
Penbrook Management
New York
$145M +$1.75M +1% 5.36% 106% 109 15.6%
EI
7282
Ecofi Investissements
France
$145M +$61.7M +74% 0.82% 36 50%
AAG
7283
Accordant Advisory Group
Maryland
$145M -$2.08M -1% 8.7% 198 30.3%
TCCP
7284
Tide Cove Capital Partners
California
$145M +$14.9M +11% 0.96% 13 23.08%
BOM
7285
Bank of Marin
California
$145M +$3.05M +2% 3.35% 80.3% 135 7.41%
EB
7286
Exchange Bank
California
$145M +$499K +0.3% 3.47% 67.1% 126 5.56%
HA
7287
HC Advisors
Georgia
$145M +$2.21M +2% 2.66% 63.5% 62 4.84%
AF
7288
Amara Financial
California
$144M +$8.62M +6% 2.66% 48 6.25%
CPA
7289
Compass Planning Associates
Massachusetts
$144M +$35.3M +32% 1.25% 31 9.68%
BAWM
7290
Bennett Associates Wealth Management
Pennsylvania
$144M +$6.52M +5% 1.4% 62 32.26%
RW
7291
Ridgeline Wealth
Arizona
$144M +$8.72M +6% 2.96% 54 9.26%
II
7292
Impact Investors
California
$144M -$7.68M -5% 1.06% 103 9.71%
CSA
7293
Cornerstone Select Advisors
Missouri
$144M +$8.12M +6% 5.56% 124 16.94%
TA
7294
Teton Advisors
New York
$144M -$18M -11% 2.19% 139% 164 8.54%
CWP
7295
Cornerstone Wealth Partners
Michigan
$144M 2.38% 17
CPA
7296
Cathy Pareto & Associates
Florida
$144M +$11.5M +9% 3.22% 94 6.38%
CAM
7297
Campion Asset Management
Virginia
$144M +$3.18M +2% 2.37% 70.2% 83 3.61%
OCM
7298
Occam Crest Management
Connecticut
$144M -$20.4M -12% 11.4% 34 26.47%
FA
7299
FSA Advisors
Michigan
$144M +$17.6M +14% 1.31% 245 55.51%
SWM
7300
Shepherd Wealth Management
Ohio
$144M -$6.64M -4% 0.82% 49 24.49%