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
4151
Cottage Street Advisors
Massachusetts
$111M -$65.1M -37% 102
CIA
4152
Compass Ion Advisors
Pennsylvania
$111M -$82.8M -43% 66
XWM
4153
Xcel Wealth Management
Florida
$111M -$9.51M -8% 84
CPC
4154
Congress Park Capital
New York
$111M -$23.9M -18% 105
CJA
4155
C-J Advisory
California
$111M -$57.2M -34% 40
TVWM
4156
Tower View Wealth Management
Wisconsin
$111M -$21.2M -16% 153
SFA
4157
Spectrum Financial Alliance
Kentucky
$111M -$61.2M -36% 14
T
4158
TrueFG
Texas
$111M -$21.3M -16% 30
CT
4159
Clearstead Trust
Maine
$111M -$25.9M -19% 197
UIA
4160
UBP Investment Advisors
Switzerland
$111M -$17.1M -13% 57
PVMCV
4161
Polaris Venture Management Co V
Massachusetts
$110M -$27M -20% 11
FSG
4162
Financial Strategies Group
Michigan
$110M -$13.7M -11% 54
CI
4163
Centerstone Investors
New York
$110M -$29.2M -21% 30
FTS
4164
Fifth Third Securities
Ohio
$110M -$12.4M -10% 70
BCA
4165
Bay Colony Advisors
Massachusetts
$110M -$43.6M -28% 276
SC
4166
Sagil Capital
United Kingdom
$110M -$53.8M -33% 32
SCM
4167
Seascape Capital Management
New Hampshire
$110M -$29.7M -21% 78
PC
4168
Pecaut & Co
Iowa
$110M -$46.7M -30% 66
ACM
4169
Adalta Capital Management
New York
$110M -$48.8M -31% 83
CC
4170
Claybrook Capital
Massachusetts
$110M -$105M -49% 117
TPW
4171
TL Private Wealth
Texas
$110M -$5.58M -5% 45
FWM
4172
Fairhaven Wealth Management
Illinois
$110M -$10.1M -8% 92
SWMG
4173
Sanchez Wealth Management Group
Florida
$110M -$28M -20% 24
FL
4174
Fourthstone LLC
Missouri
$110M +$2.79M +3% 62
PC
4175
Premise Capital
Illinois
$110M -$68.4M -38% 19