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
SA
4526
SRH Advisors
Kansas
$180M +$103M +135% 326
SAM
4527
Security Asset Management
New York
$180M +$13.5M +8% 76
TWM
4528
TriaGen Wealth Management
California
$180M -$1.05M -0.6% 188
CHA
4529
Carmichael Hill & Associates
Maryland
$180M +$8.52M +5% 777
LP
4530
Lexington Partners
New York
$180M -$2.84M -2% 7
UC
4531
Unio Capital
New Jersey
$180M +$14.4M +9% 52
BHA
4532
Beech Hill Advisors
New York
$180M +$5.38M +3% 85
SCG
4533
Sonata Capital Group
Washington
$180M -$1.59M -0.9% 112
PK
4534
Pflug Koory
Nebraska
$180M +$15.6M +9% 469
CWM
4535
CCG Wealth Management
California
$180M +$16.4M +10% 104
VFM
4536
Valley Financial Management
New York
$180M +$12.9M +8% 44
CCMT
4537
CMT Capital Markets Trading
Germany
$180M -$60.5M -25% 138
WFG
4538
Wills Financial Group
Virginia
$180M -$505K -0.3% 63
WCM
4539
Wunderlich Capital Managemnt
Tennessee
$179M +$23.2M +15% 88
CT
4540
Columbia Trust
Oregon
$179M +$2.28M +1% 144
SC
4541
SkyKnight Capital
California
$179M +$5.21M +3% 3
DRS
4542
Deane Retirement Strategies
Louisiana
$179M +$16.4M +10% 79
EWM
4543
Essex Woodlands Management
Texas
$179M -$62.6M -26% 7
EC
4544
EdgeRock Capital
Colorado
$179M +$3.63M +2% 432
CFG
4545
Cambridge Financial Group
Ohio
$179M +$13M +8% 32
NWM
4546
Northcape Wealth Management
New York
$179M -$102M -36% 136
FW
4547
FirstPurpose Wealth
Utah
$179M +$27.3M +18% 195
CWA
4548
Centennial Wealth Advisory
Michigan
$179M +$9.21M +5% 127
CNBT
4549
Cornerstone National Bank & Trust
Illinois
$179M -$3.38M -2% 62
ZCM
4550
Zenyatta Capital Management
Delaware
$179M +$6.7M +4% 58