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
CSWG
4076
Cardinal Strategic Wealth Guidance
Kentucky
$314M +$8.35M +3% 85
LSA
4077
Lion Street Advisors
Texas
$314M +$26.6M +9% 281
WBC
4078
West Branch Capital
Massachusetts
$313M +$24.3M +8% 653
STB
4079
S&T Bank
Pennsylvania
$313M -$68.1M -18% 258
SPA
4080
Sherbrooke Park Advisers
New York
$313M -$123M -28% 1,231
TI
4081
TrueMark Investments
Illinois
$313M +$1.66M +0.5% 267
SM
4082
Skaana Management
New York
$313M -$26.6M -8% 173
PC
4083
Packer & Co
Australia
$313M +$18.2M +6% 6
TCOO
4084
Trust Company of Oklahoma
Oklahoma
$313M +$4.7M +2% 129
BCM
4085
Buckhead Capital Management
Georgia
$313M -$3.46M -1% 132
CPA
4086
Capital Performance Advisors
California
$313M -$16.2M -5% 2,901
QPW
4087
Quantum Private Wealth
Florida
$313M +$17.3M +6% 196
RI
4088
Rinkey Investments
California
$313M +$3.54M +1% 98
WA
4089
Wambolt & Associates
Colorado
$313M -$53.4M -15% 202
HC
4090
Hara Capital
Washington
$313M +$152M +94% 318
BWM
4091
Buska Wealth Management
Wisconsin
$312M +$25.7M +9% 61
WPA
4092
WIT Partners Advisory
Singapore
$312M -$101M -24% 1
TJHA
4093
Thomas J. Herzfeld Advisors
Florida
$312M +$11.8M +4% 165
PP
4094
Prosperity Planning
Missouri
$312M -$3.54M -1% 106
BFWA
4095
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 111
AWM
4096
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 1,362
SA
4097
Shilanski & Associates
Alaska
$312M +$3.92M +1% 115
BC
4098
Bruce & Co
Illinois
$311M -$32.2M -9% 42
SWA
4099
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 40
LL
4100
LPWM LLC
Minnesota
$311M +$5.89M +2% 81