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
CFS
4001
Cannon Financial Strategists
Georgia
$278M +$20.1M +8% 65
SA
4002
Stewardship Advisors
Pennsylvania
$278M +$14.1M +5% 55
MWM
4003
MTC Wealth Management
Florida
$278M +$17.2M +7% 13
MS
4004
Mizuho Securities
Japan
$278M -$66.3M -19% 211
CWA
4005
Canvas Wealth Advisors
Kansas
$278M +$33.1M +14% 139
MC
4006
MSD Capital
New York
$278M +$198M +246% 4
CA
4007
Claro Advisors
Massachusetts
$278M +$40M +17% 298
SIM
4008
Studio Investment Management
Illinois
$278M +$44.9M +19% 112
RCM
4009
Riverpark Capital Management
New York
$278M -$5.36M -2% 39
RWA
4010
Roberts Wealth Advisors
California
$278M +$24.9M +10% 97
DBRC
4011
D.B. Root & Company
Pennsylvania
$277M +$20.9M +8% 207
AFWM
4012
AMJ Financial Wealth Management
Virginia
$277M +$33.1M +14% 104
ACM
4013
Arosa Capital Management
Florida
$277M -$7.03M -2% 85
WA
4014
Wambolt & Associates
Colorado
$277M +$27.4M +11% 247
BCM
4015
Birmingham Capital Management
Alabama
$277M +$15.8M +6% 107
OR
4016
Olympiad Research
Connecticut
$276M -$49M -15% 344
HCM
4017
Hudson Capital Management
New Jersey
$276M +$26.2M +10% 72
NLVP
4018
New Leaf Venture Partners
New York
$276M -$70.7M -20% 22
GPA
4019
Guidance Point Advisors
Massachusetts
$276M +$1.97M +0.7% 442
VST
4020
Van Strum & Towne
California
$276M +$22.1M +9% 109
HA
4021
Hamel Associates
New Jersey
$276M +$23M +9% 76
SCP
4022
Silverleafe Capital Partners
Tennessee
$276M +$23.7M +9% 94
RZH
4023
Relyea Zuckerberg Hanson
Connecticut
$276M +$18.3M +7% 152
CM
4024
CastleKnight Management
New York
$275M 187
TJHA
4025
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 401