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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
CWMA
7451
Capstone Wealth Management (Alabama)
Alabama
$137M +$7.12M +5% 3.58% 50 4%
CCA
7452
Cygnus Capital Advisors
Georgia
$137M 2.85% 158
SCM
7453
Stonepine Capital Management
Oregon
$137M +$14M +11% 20.8% 231% 89 60.67%
EBA
7454
Eagle Bay Advisors
New York
$137M +$9.62M +8% 2.74% 78.4% 262 60.31%
PAG
7455
Paladin Advisory Group
Iowa
$137M +$8.67M +7% 3.51% 71.9% 249 5.62%
TH
7456
Transmarket Holdings
Illinois
$137M 3.93% 40
ACP
7457
Argyle Capital Partners
California
$137M -$2.59M -2% 2.57% 169 9.47%
SSCA
7458
South Shore Capital Advisors
Massachusetts
$137M 5.52% 136
KA
7459
Kore Advisors
Florida
$137M -$52.7M -28% 19.6% 20 20%
CPX
7460
Canaan Partners XI
California
$137M +$33.9M +33% 54.2% 1,312% 4 25%
CW
7461
Cooksen Wealth
Texas
$137M +$2.77M +2% 1.86% 47 8.51%
CIM
7462
Chapman Investment Management
California
$137M -$3.88M -3% 2.03% 44% 29 6.9%
WKSWA
7463
White Knight Strategic Wealth Advisors
New Jersey
$137M +$9.66M +8% 3.17% 111% 102 24.51%
WOSD
7464
WFA of San Diego
California
$137M -$9.8M -7% 3.08% 424 7.31%
CFG
7465
Compass Financial Group
Ohio
$137M 0.47% 47
TGY2IT
7466
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$137M 2.74% 53
MWVC
7467
Morgens Waterfall Vintiadis & Co
New York
$137M -$9.21M -6% 8.5% 594% 31 54.84%
OIA
7468
Oakmont Investment Advisors
Pennsylvania
$137M 11% 118
RSF
7469
Rik Saylor Financial
Ohio
$136M -$246K -0.2% 2.71% 85 4.71%
PWM
7470
PMG Wealth Management
Illinois
$136M +$5.18M +4% 1.49% 57 5.26%
RHDIC
7471
R.H. Dinel Investment Counsel
California
$136M -$18.5M -12% 0.77% 34.1% 42 4.76%
WCM
7472
Wildcat Capital Management
New York
$136M -$8.62M -6% 6.66% 126% 6 66.67%
4PL
7473
46 Peaks LLC
Pennsylvania
$136M 1.46% 24
MWA
7474
Muirfield Wealth Advisors
North Carolina
$136M +$1.42M +1% 2.44% 80 15%
NWS
7475
Nvest Wealth Strategies
Ohio
$136M 2.07% 216