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
CFGSD
2926
Compass Financial Group (South Dakota)
South Dakota
$610M +$81.2M +15% 101
LS
2927
Leelyn Smith
Illinois
$610M +$46.8M +8% 137
WGC
2928
Watts Gwilliam & Co
Arizona
$609M +$148M +32% 234
AMBIA
2929
Allen Mooney & Barnes Investment Advisors
Georgia
$609M -$6.08M -1% 160
NO
2930
Ninety One
South Africa
$609M +$69.2M +13% 83
CM
2931
CoreCommodity Management
Connecticut
$608M -$7.56M -1% 156
HPIA
2932
Hamilton Point Investment Advisors
North Carolina
$607M +$51.2M +9% 165
GFG
2933
Greystone Financial Group
Michigan
$607M +$56.3M +10% 110
AP
2934
Advisors Preferred
Maryland
$606M -$138M -19% 308
KAS
2935
KPP Advisory Services
Kentucky
$606M +$79.9M +15% 323
SSCM
2936
Summit Street Capital Management
New York
$606M +$5.54M +0.9% 32
PWA
2937
Peterson Wealth Advisors
Utah
$606M +$88.2M +17% 97
CA
2938
Claro Advisors
Massachusetts
$606M -$142M -19% 536
PC
2939
Pureheart Capital
$605M -$67.6M -10% 9
HGWM
2940
Horst & Graben Wealth Management
Oregon
$604M +$46.6M +8% 180
FM
2941
Freemont Management
Switzerland
$604M +$349M +137% 110
KJHP
2942
K.J. Harrison & Partners
Ontario, Canada
$604M +$91.8M +18% 210
CA
2943
Crane Advisory
California
$603M +$50.3M +9% 49
CC
2944
Cadinha & Co
Hawaii
$603M +$137M +30% 105
WA
2945
Wealthstream Advisors
New York
$602M +$67.2M +13% 193
CU
2946
CDAM (UK)
United Kingdom
$601M -$17M -3% 11
CPIH
2947
Consolidated Press International Holdings
Australia
$601M +$53M +10% 17
TCA
2948
Trifecta Capital Advisors
Illinois
$601M +$124M +26% 511
TCP
2949
ThornTree Capital Partners
Massachusetts
$601M +$148M +33% 21
AC
2950
Asio Capital
Kentucky
$600M +$82.8M +16% 117