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
4576
Cassady Schiller Wealth Management
Ohio
$246M +$22.3M +10% 502
CCA
4577
Cadent Capital Advisors
Oklahoma
$246M -$3.83M -2% 150
SAM
4578
Sectoral Asset Management
Quebec, Canada
$246M -$8.32M -3% 106
PH
4579
Pinnacle Holdings
Oklahoma
$246M -$2.85M -1% 253
JF
4580
Joule Financial
Kentucky
$246M +$3.18M +1% 113
BMC
4581
Bear Mountain Capital
Washington
$246M +$13.8M +6% 227
AGC
4582
Angelo Gordon & Co
New York
$246M -$30.3M -11% 74
CHA
4583
Carmichael Hill & Associates
Maryland
$246M +$2.79M +1% 696
THWM
4584
Taylor Hoffman Wealth Management
Virginia
$245M +$9.93M +4% 113
EM
4585
Excalibur Management
Massachusetts
$245M +$8.87M +4% 170
RL
4586
Rogco LP
Oklahoma
$245M +$563K +0.2% 246
TPW
4587
Transatlantique Private Wealth
New York
$245M +$15.7M +7% 219
CSB
4588
City State Bank
Iowa
$245M +$18.4M +8% 771
ATC
4589
Adirondack Trust Company
New York
$245M +$5.98M +3% 512
SAM
4590
Selway Asset Management
$245M -$5.43M -2% 82
WLPWM
4591
Walled Lake Planning & Wealth Management
Illinois
$245M +$1.2M +0.5% 131
SCI
4592
Silver Coast Investments
United States
$244M -$427K -0.2% 102
CA
4593
Cumberland Advisors
Florida
$244M -$24.7M -9% 57
MIM
4594
MTM Investment Management
South Carolina
$244M +$1.61M +0.7% 293
ST
4595
Somerset Trust
Pennsylvania
$244M -$1.28M -0.5% 152
IF
4596
Insight Folios
North Carolina
$244M -$3.2M -1% 122
OFS
4597
Oldfather Financial Services
Nebraska
$244M +$748K +0.3% 74
TCB
4598
Texas Capital Bancshares
Texas
$244M +$23.1M +10% 83
KFA
4599
Kelleher Financial Advisors
New York
$244M +$2.44M +1% 128
VW
4600
Vance Wealth
California
$244M -$7.49M -3% 98