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
FWA
5051
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 44
CSA
5052
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 109
HS
5053
Horan Securities
United States
$168M +$2.08M +1% 569
AC
5054
Almitas Capital
California
$168M 85
GPFA
5055
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 120
PE
5056
Platinum Equity
California
$167M 6
NEPPG
5057
New England Professional Planning Group
Rhode Island
$167M +$3.17M +2% 50
GCM
5058
GoodHaven Capital Management
New Jersey
$167M -$4M -2% 27
KC
5059
Kinloch Capital
Virginia
$167M +$5.67M +4% 71
ARAM
5060
Ardmore Road Asset Management
New York
$167M -$22.6M -12% 34
HI
5061
Harrington Investments
California
$167M -$18.9M -10% 85
HIS
5062
Harvest Investment Services
Illinois
$167M -$70.3M -30% 286
SWA
5063
ShankerValleau Wealth Advisors
Illinois
$167M -$7.19M -4% 18
SFG
5064
Sowa Financial Group
Rhode Island
$167M -$4M -2% 73
CFGF
5065
Compass Financial Group (Florida)
Florida
$167M -$33.9M -17% 32
BCM
5066
BCK Capital Management
Connecticut
$167M +$18.3M +12% 206
GIM
5067
Greenwich Investment Management
Connecticut
$167M +$19.6M +13% 78
PSC
5068
Prentiss Smith & Co
Vermont
$167M -$45M -21% 86
ATWA
5069
Arbor Trust Wealth Advisors
Michigan
$167M -$6.85M -4% 108
SAM
5070
Sandbar Asset Management
United Kingdom
$167M -$33.6M -17% 73
AWM
5071
AllSquare Wealth Management
New York
$167M -$5.18M -3% 560
SCM
5072
Sterneck Capital Management
Missouri
$167M -$2.51M -1% 112
BCM
5073
Brookmont Capital Management
Texas
$167M -$22.6M -12% 61
SIAG
5074
Signet Investment Advisory Group
Rhode Island
$166M -$9.59M -5% 86
SIP
5075
Scott Investment Partners
United Kingdom
$166M +$6.05M +4% 44