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
4251
Cardinal Strategic Wealth Guidance
Kentucky
$208M +$19.9M +11% 98
SGA
4252
Siguler Guff Advisers
New York
$208M -$143M -41% 5
MVG
4253
Madrona Venture Group
Washington
$208M -$9.83M -5% 6
CFC
4254
Coyle Financial Counsel
Illinois
$208M +$57.3M +38% 61
PWS
4255
Peloton Wealth Strategists
Indiana
$208M +$15.6M +8% 90
DC
4256
Diametric Capital
Massachusetts
$208M +$9.34M +5% 413
BWM
4257
BigSur Wealth Management
Florida
$208M +$9.81M +5% 131
CFP
4258
Curran Financial Partners
South Carolina
$207M +$10.1M +5% 72
RWA
4259
Roberts Wealth Advisors
California
$207M +$3.84M +2% 89
SSWG
4260
Seven Springs Wealth Group
Tennessee
$207M +$23.1M +13% 63
TWA
4261
Tillar-Wenstrup Advisors
Ohio
$207M +$6.83M +3% 49
HJIM
4262
Henry James International Management
New York
$207M +$27.7M +15% 130
JGIA
4263
Jackson Grant Investment Advisers
Connecticut
$207M +$15.8M +8% 348
UWM
4264
USAdvisors Wealth Management
Minnesota
$207M +$11.6M +6% 124
QGA
4265
Q Global Advisors
Texas
$207M +$61.3M +42% 284
EGP
4266
Entrust Global Partners
New York
$207M +$15.8M +8% 14
WFA
4267
Websterrogers Financial Advisors
South Carolina
$207M +$16.3M +9% 62
DC
4268
Deere & Company
Illinois
$206M 3
MA
4269
Modus Advisors
Minnesota
$206M +$16.4M +9% 108
RG
4270
Retirement Group
California
$206M +$81.4M +65% 753
SAMC
4271
Spectrum Asset Management (California)
California
$206M +$10.8M +6% 101
DA
4272
DCM Advisors
New York
$206M +$7.08M +4% 178
DFA
4273
Delta Financial Advisors
Louisiana
$206M +$17.9M +10% 114
FP
4274
Fiduciary Planning
Florida
$206M +$11.4M +6% 46
DSN
4275
D. Scott Neal
Kentucky
$206M -$31.9M -13% 62