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
SWA
4526
Strata Wealth Advisors
Texas
$180M 49
SA
4527
SRH Advisors
Kansas
$180M +$103M +135% 326
SAM
4528
Security Asset Management
New York
$180M +$13.5M +8% 76
TWM
4529
TriaGen Wealth Management
California
$180M -$1.05M -0.6% 188
CHA
4530
Carmichael Hill & Associates
Maryland
$180M +$8.52M +5% 777
LP
4531
Lexington Partners
New York
$180M -$2.84M -2% 7
UC
4532
Unio Capital
New Jersey
$180M +$14.4M +9% 52
BHA
4533
Beech Hill Advisors
New York
$180M +$5.38M +3% 85
SCG
4534
Sonata Capital Group
Washington
$180M -$1.59M -0.9% 112
PK
4535
Pflug Koory
Nebraska
$180M +$15.6M +9% 469
CWM
4536
CCG Wealth Management
California
$180M +$16.4M +10% 104
VFM
4537
Valley Financial Management
New York
$180M +$12.9M +8% 44
CCMT
4538
CMT Capital Markets Trading
Germany
$180M -$60.5M -25% 138
WFG
4539
Wills Financial Group
Virginia
$180M -$505K -0.3% 63
WCM
4540
Wunderlich Capital Managemnt
Tennessee
$179M +$23.2M +15% 88
CT
4541
Columbia Trust
Oregon
$179M +$2.28M +1% 144
SC
4542
SkyKnight Capital
California
$179M +$5.21M +3% 3
DRS
4543
Deane Retirement Strategies
Louisiana
$179M +$16.4M +10% 79
EWM
4544
Essex Woodlands Management
Texas
$179M -$62.6M -26% 7
EC
4545
EdgeRock Capital
Colorado
$179M +$3.63M +2% 432
CFG
4546
Cambridge Financial Group
Ohio
$179M +$13M +8% 32
NWM
4547
Northcape Wealth Management
New York
$179M -$102M -36% 136
FW
4548
FirstPurpose Wealth
Utah
$179M +$27.3M +18% 195
CWA
4549
Centennial Wealth Advisory
Michigan
$179M +$9.21M +5% 127
CNBT
4550
Cornerstone National Bank & Trust
Illinois
$179M -$3.38M -2% 62