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
PWA
3176
Peterson Wealth Advisors
Utah
$363M +$32.1M +10% 63
CC
3177
Cadinha & Co
Hawaii
$363M -$84.8M -19% 102
SFG
3178
SevenBridge Financial Group
Pennsylvania
$363M +$20.8M +6% 182
SI
3179
Sora Investors
Pennsylvania
$363M +$72.6M +25% 50
CSNH
3180
Crow's Nest Holdings
Virginia
$362M +$60.8M +20% 9
MIM
3181
Monashee Investment Management
Massachusetts
$362M +$130M +56% 74
CC
3182
Conversant Capital
New Jersey
$362M -$5.86M -2% 27
FRA
3183
Frank Rimerman Advisors
California
$362M +$40.9M +13% 109
SFP
3184
Sweet Financial Partners
Minnesota
$362M +$21.1M +6% 180
CAWM
3185
Capital Advisors Wealth Management
Washington
$361M +$31.4M +10% 150
CWP
3186
CFM Wealth Partners
Texas
$361M +$27.2M +8% 167
LI
3187
Lafayette Investments
Maryland
$361M +$5.81M +2% 126
TFF
3188
The Family Firm
Maryland
$361M +$19M +6% 185
SSG
3189
Summit Securities Group
New York
$361M -$133M -27% 1,215
WAM
3190
Wilson Asset Management
Australia
$361M +$31.3M +9% 34
FMTC
3191
Farmers & Merchants Trust Company
California
$361M +$5.82M +2% 191
VW
3192
Vantage Wealth
California
$361M -$27.6M -7% 38
IWP
3193
IAG Wealth Partners
Wisconsin
$360M +$21M +6% 491
CNBTD
3194
Citizens National Bank Trust Department
Mississippi
$360M +$5.41M +2% 316
RIM
3195
RW Investment Management
Idaho
$359M +$105M +41% 86
MIP
3196
Marietta Investment Partners
Wisconsin
$359M +$5.94M +2% 173
SPM
3197
Sycamore Partners Management
New York
$359M +$115M +47% 1
HC
3198
HNP Capital
New York
$359M +$1.29M +0.4% 138
NIC
3199
Northwest Investment Counselors
Oregon
$359M +$12.6M +4% 591
SMI
3200
Shelter Mutual Insurance
Missouri
$359M +$10.4M +3% 54