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
3701
Cottage Street Advisors
Massachusetts
$167M +$4.34M +3% 106
MPAM
3702
Murphy Pohlad Asset Management
Minnesota
$167M +$1.83M +1% 95
WOC
3703
West Oak Capital
California
$167M +$7.36M +5% 340
RW
3704
REDW Wealth
New Mexico
$167M +$4.25M +3% 89
SI
3705
SimpliFi Inc
California
$167M +$8.79M +6% 20
BWM
3706
Bernicke Wealth Management
Wisconsin
$167M +$7.75M +5% 52
FNBOH
3707
First National Bank of Hutchinson
Kansas
$167M -$3.03M -2% 96
FA
3708
Fiducient Advisors
Illinois
$167M -$35.7M -18% 21
PC
3709
Premise Capital
Illinois
$167M -$9.57M -5% 15
TWM
3710
Torch Wealth Management
Ohio
$167M +$4.91M +3% 110
LCM
3711
Lucerne Capital Management
Connecticut
$167M +$16.8M +11% 1
LWA
3712
Lowe Wealth Advisors
Maryland
$167M +$1.5M +0.9% 327
GSC
3713
G&S Capital
Colorado
$167M +$8.88M +6% 241
PGAM
3714
Princeton Global Asset Management
New Jersey
$167M +$20.5M +14% 428
APG
3715
Abacus Planning Group
South Carolina
$166M +$6.49M +4% 178
CFS
3716
CRA Financial Services
New Jersey
$166M +$13M +8% 147
SCP
3717
Silverleafe Capital Partners
Tennessee
$166M -$2.35M -1% 84
RA
3718
Resource America
New York
$166M -$898K -0.5% 41
BCM
3719
Brookmont Capital Management
Texas
$166M +$3.89M +2% 69
NFAM
3720
North Fourth Asset Management
New Jersey
$166M -$19.7M -11% 73
RWM
3721
Rezny Wealth Management
Florida
$166M +$1.44M +0.9% 16
VIA
3722
Vantis Investment Advisers
Florida
$166M +$45.9M +38% 15
BF
3723
Blankinship & Foster
California
$166M +$3.02M +2% 49
NL
3724
NVWM LLC
Pennsylvania
$166M +$14.9M +10% 424
PWPS
3725
Pinnacle Wealth Planning Services
Ohio
$166M +$16.7M +11% 183