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
4276
Cottage Street Advisors
Massachusetts
$133M +$22.3M +20% 100
BA
4277
Bennicas & Associates
California
$133M +$20M +18% 82
BAM
4278
Baldrige Asset Management
Pennsylvania
$133M +$18.4M +16% 76
FBT
4279
First Bank & Trust
South Dakota
$133M +$21.8M +20% 445
UTC
4280
Unified Trust Company
Kentucky
$133M -$17.2M -11% 57
ACM
4281
Axel Capital Management
New York
$133M +$56.2M +73% 46
HCM
4282
Horton Capital Management
Pennsylvania
$133M +$27M +26% 8
AWM
4283
AllSquare Wealth Management
New York
$133M +$17.8M +15% 510
SIS
4284
Susquehanna International Securities
Ireland
$133M +$80.8M +156% 56
JWS
4285
Juncture Wealth Strategies
Arizona
$133M +$24.1M +22% 107
T
4286
TrueFG
Texas
$132M +$21.9M +20% 31
MWM
4287
Maltin Wealth Management
New Jersey
$132M +$14.8M +13% 93
CJA
4288
C-J Advisory
California
$132M +$21.6M +19% 31
MAM
4289
Marketfield Asset Management
New York
$132M +$16.2M +14% 40
LWPC
4290
Legacy Wealth Partners (California)
California
$132M +$24.9M +23% 115
FA
4291
Financial Advantage
Maryland
$132M +$17.8M +16% 169
SFG
4292
Sowa Financial Group
Rhode Island
$132M +$18.5M +16% 365
PCMC
4293
Private Capital Management (Colorado)
Colorado
$132M +$22.5M +21% 106
SAM
4294
Sequent Asset Management
Texas
$132M +$9.65M +8% 63
APCM
4295
Arbiter Partners Capital Management
New York
$132M +$47.6M +57% 56
WU
4296
Wealthsimple US
New York
$131M +$17.6M +15% 35
DR
4297
Davis Rea
Ontario, Canada
$131M +$27.8M +27% 49
JCM
4298
Jacobsen Capital Management
Utah
$131M 57
LWMM
4299
Legacy Wealth Management (Mississippi)
Mississippi
$131M +$23.6M +22% 99
ISSM
4300
Invesco Senior Secured Management
New York
$131M -$44.6M -25% 21