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
CFO
3976
Collective Family Office
Pennsylvania
$308M +$23.7M +8% 186
SCA
3977
St. Clair Advisors
Ohio
$308M +$17.8M +6% 82
V
3978
ValueWorks
New York
$308M +$13.4M +5% 33
GSAM
3979
Grant Street Asset Management
Pennsylvania
$308M +$25.4M +9% 69
KWS
3980
Keystone Wealth Services
California
$308M +$16M +5% 229
WMA
3981
West Michigan Advisors
Michigan
$308M +$43.8M +17% 184
LC
3982
Landaas & Company
Wisconsin
$307M +$37.9M +14% 90
GIP
3983
Gavilan Investment Partners
California
$307M +$38.1M +14% 13
HNW
3984
High Note Wealth
Minnesota
$307M +$41.3M +16% 97
FL
3985
Fourthstone LLC
Missouri
$307M -$187M -38% 66
B
3986
BetterWealth
California
$307M +$14.5M +5% 67
SF
3987
Safeguard Financial
Wisconsin
$307M +$42.8M +16% 86
BA
3988
Birinyi Associates
Connecticut
$307M +$25.2M +9% 60
CP
3989
Capital Planning
Washington
$307M +$25.4M +9% 85
GPA
3990
Guidance Point Advisors
Massachusetts
$307M +$36.1M +13% 86
AWM
3991
Atticus Wealth Management
Florida
$306M +$22.4M +8% 588
WCM
3992
Whitener Capital Management
North Carolina
$305M +$29.2M +11% 159
WKWM
3993
Walter & Keenan Wealth Management
Indiana
$305M +$25.6M +9% 150
AWAM
3994
Appian Way Asset Management
New York
$305M -$3.73M -1% 53
RAM
3995
Roanoke Asset Management
New Jersey
$305M +$35.2M +13% 108
SCM
3996
SG Capital Management
Illinois
$305M +$23.2M +8% 68
WA
3997
WP Advisors
California
$305M +$34.7M +13% 108
WWM
3998
Wiser Wealth Management
Georgia
$305M +$30.4M +11% 36
OKSA
3999
O'Keefe Stevens Advisory
New York
$305M +$56.4M +23% 67
SPC
4000
Stony Point Capital
New York
$305M +$1.86M +0.6% 30