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
CSWM
4551
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 671
TCM
4552
Trilantic Capital Management
New York
$208M -$94.5M -31% 16
NG
4553
NatWest Group
United Kingdom
$207M +$13.2M +7% 56
3F
4554
360 Financial
Minnesota
$207M -$11.9M -5% 105
AU
4555
Algebris (UK)
United Kingdom
$207M +$7.35M +4% 40
WCM
4556
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 60
KJWM
4557
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 71
AM
4558
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 62
MPW
4559
Monterey Private Wealth
California
$207M +$5.12M +3% 134
GA
4560
Greytown Advisors
Florida
$207M -$28.4M -12% 122
KCM
4561
Kendall Capital Management
Maryland
$207M -$3.76M -2% 168
EAM
4562
Exane Asset Management
France
$207M -$176M -46% 12
GFPC
4563
Global Financial Private Client
Florida
$207M -$168K -0.1% 683
OWM
4564
Olympus Wealth Management
Utah
$207M +$62.7M +44% 14
MIM
4565
MTM Investment Management
South Carolina
$207M -$3.78M -2% 304
SAM
4566
Selway Asset Management
$207M -$4.43M -2% 79
DR
4567
Davis Rea
Ontario, Canada
$206M -$8.93M -4% 46
MWM
4568
MorganRosel Wealth Management
Colorado
$206M +$633K +0.3% 99
NIA
4569
NIA Impact Advisors
California
$206M +$17.7M +9% 61
WCG
4570
Weaver Consulting Group
California
$206M -$1.51M -0.7% 174
SVGI
4571
Sozo Ventures GP II
California
$206M -$67.8M -25% 1
BSA
4572
Bull Street Advisors
Georgia
$206M -$4.05M -2% 95
AF
4573
Affiance Financial
Minnesota
$206M -$33.9M -14% 150
HIM
4574
Harbour Investment Management
Washington
$206M -$13.8M -6% 78
PC
4575
Pecaut & Co
Iowa
$205M +$8.42M +4% 108