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
CIA
5126
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 75
BW
5127
Bison Wealth
Georgia
$171M -$45.7M -21% 473
SFG
5128
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 73
NC
5129
Naman Capital
Brazil
$171M +$8.51M +5% 17
TI
5130
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 194
CIA
5131
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 266
CI
5132
Cordant Inc
Oregon
$171M +$6.26M +4% 400
JHA
5133
Jackson Hill Advisors
Texas
$171M 9
BHBT
5134
Burke & Herbert Bank & Trust
Virginia
$171M +$15.8M +10% 153
BMA
5135
Brooks Moore & Associates
Tennessee
$170M +$17.7M +12% 100
FLC
5136
Fifth Lane Capital
Texas
$170M 299
ACM
5137
AUA Capital Management
Pennsylvania
$170M +$12.5M +8% 364
RWA
5138
Rainsberger Wealth Advisors
Colorado
$170M 66
CP
5139
CenterBook Partners
Connecticut
$170M 278
CFC
5140
Coyle Financial Counsel
Illinois
$170M -$752K -0.4% 68
CCM
5141
Conway Capital Management
California
$170M +$22.7M +15% 75
BSI
5142
Bregal Sagemount I
Jersey
$170M -$103M -38% 1
BI
5143
Bregal Investments
New York
$170M -$103M -38% 1
BNAGPJ
5144
Bregal North America General Partner Jersey
Jersey
$170M -$103M -38% 1
EA
5145
Eudaimonia Advisors
Tennessee
$170M 165
WDC
5146
Woodward Diversified Capital
California
$170M +$10.5M +7% 219
EML
5147
Eos Management LP
New York
$170M +$9.09M +6% 30
SAM
5148
Stone Asset Management
Texas
$170M 42
BAM
5149
Bellevue Asset Management
Washington
$170M +$6.31M +4% 604
FRM
5150
Fox Run Management
Connecticut
$170M +$10.9M +7% 780