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
CSA
3501
Cottage Street Advisors
Massachusetts
$140M +$9.26M +7% 88
HCA
3502
Horan Capital Advisors
Ohio
$140M +$6.38M +5% 68
MSFP
3503
Mark Sheptoff Financial Planning
Connecticut
$140M +$5.49M +4% 384
VFPI
3504
Vantage Financial Partners (Illinois)
Illinois
$140M +$28.7M +26% 75
MP
3505
Marlowe Partners
New York
$140M -$22.9M -14% 14
MWM
3506
Mascoma Wealth Management
New Hampshire
$140M +$3.75M +3% 398
MSWM
3507
Mader & Shannon Wealth Management
Missouri
$139M +$19.1M +16% 17
CIR
3508
Clear Investment Research
Georgia
$139M +$9.57M +7% 47
JAM
3509
Jolley Asset Management
North Carolina
$139M -$277K -0.2% 156
LPIC
3510
LeJeune Puetz Investment Counsel
Michigan
$139M +$8.86M +7% 152
AZA
3511
Arthur Zaske & Associates
Michigan
$139M +$953K +0.7% 95
CFD
3512
Creative Financial Designs
Indiana
$139M +$16.6M +14% 925
TAA
3513
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 19
PCC
3514
Park Circle Company
Maryland
$139M +$2.35M +2% 96
SIAP
3515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139M +$14.3M +11% 354
SCM
3516
Sitrin Capital Management
California
$139M +$9.87M +8% 38
LWM
3517
Lenox Wealth Management
Ohio
$139M +$7.54M +6% 248
HIH
3518
HRS Investment Holdings
New York
$139M +$15.2M +12% 96
IF
3519
IRON Financial
Illinois
$139M -$7.66M -5% 98
KSCM
3520
Kamunting Street Capital Management
Florida
$139M +$16.6M +14% 26
UIA
3521
UG Investment Advisers
Taiwan
$139M +$10.2M +8% 7
KC
3522
Kingfisher Capital
North Carolina
$139M +$5.99M +5% 124
RJA
3523
Robshaw & Julian Associates
New York
$139M +$3.27M +2% 46
SA
3524
Sicart Associates
New York
$138M -$6.49M -4% 111
CAAS
3525
Capital Asset Advisory Services
Michigan
$138M +$20.6M +17% 101