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
SI
4751
Shaker Investments
Ohio
$181M -$14.6M -7% 96
IAMOG
4752
Investors Asset Management of Georgia
Georgia
$181M -$12.6M -7% 172
ATIA
4753
American Trust Investment Advisors
New Hampshire
$181M +$2.63M +1% 88
BFA
4754
Beacon Financial Advisory
Ohio
$181M +$6.83M +4% 234
TCB
4755
Texas Capital Bancshares
Texas
$181M +$996K +0.6% 93
RA
4756
Rockingstone Advisors
Massachusetts
$181M +$3.7M +2% 116
SG
4757
StoneX Group
New York
$181M +$3.39M +2% 513
WCA
4758
Whetstone Capital Advisors
Kansas
$181M +$1.58M +0.9% 42
HCM
4759
Horiko Capital Management
New York
$181M -$160K -0.1% 22
CSC
4760
Caldwell Sutter Capital
California
$181M -$10.1M -5% 909
1CP
4761
11 Capital Partners
Connecticut
$181M +$3.56M +2% 19
LFP
4762
Leeward Financial Partners
Washington
$181M +$6.74M +4% 87
LW
4763
Libra Wealth
California
$181M -$2.51M -1% 52
7CM
4764
7G Capital Management
New York
$181M -$13.4M -7% 9
EP
4765
Essential Planning
New Hampshire
$181M +$5.18M +3% 64
CSWM
4766
Cassady Schiller Wealth Management
Ohio
$180M -$3.46M -2% 488
TCMP
4767
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 149
SFCM
4768
Savoir Faire Capital Management
Connecticut
$180M 48
NC
4769
Nucleo Capital
Brazil
$180M -$28.6M -14% 3
NL
4770
NKCFO LLC
Illinois
$180M -$36.9M -17% 98
NC
4771
Nixon Capital
Texas
$180M -$12.4M -6% 28
OGF
4772
Orin Green Financial
California
$180M -$11.2M -6% 80
FCMI
4773
Foresite Capital Management IV
California
$180M -$23.4M -11% 7
WA
4774
Wilshire Advisors
California
$180M -$8.65M -5% 10
WW
4775
Westshore Wealth
California
$180M -$15.7M -8% 110