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
5126
Cassady Schiller Wealth Management
Ohio
$166M 669
SAM
5127
S.A. Mason
Michigan
$166M +$14.3M +9% 328
GSWM
5128
Greenup Street Wealth Management
Michigan
$166M 80
MWA
5129
Motive Wealth Advisors
Michigan
$166M +$18M +12% 81
AWS
5130
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 78
BAM
5131
Boyar Asset Management
New York
$166M +$14.2M +9% 86
PM
5132
Penbrook Management
New York
$166M +$5.05M +3% 106
CCM
5133
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 31
SC
5134
Solstein Capital
California
$166M -$7.75M -4% 492
P
5135
&Partners
Tennessee
$166M +$8.57M +5% 193
NFG
5136
Norris Financial Group
South Carolina
$166M +$14.5M +10% 97
LM
5137
Lansing Management
New York
$166M -$4.65M -3% 8
EFG
5138
Everhart Financial Group
Ohio
$166M +$19.7M +13% 113
KCM
5139
Kennicott Capital Management
California
$166M +$27.9M +20% 53
HS
5140
Horan Securities
United States
$166M 550
WFS
5141
Weitzel Financial Services
Iowa
$166M +$11.4M +7% 32
BCP
5142
Blackhawk Capital Partners
Wisconsin
$165M +$7.2M +5% 103
CC
5143
Corsicana & Co
Texas
$165M +$8.42M +5% 216
MWA
5144
Moser Wealth Advisors
Washington
$165M +$9M +6% 147
FNBOSM
5145
First National Bank of South Miami
Florida
$165M +$16.5M +11% 383
CPSC
5146
Carl P. Sherr & Co
Massachusetts
$165M +$40M +32% 130
PM
5147
Phraction Management
Connecticut
$165M 69
NC
5148
Nekton Capital
United Kingdom
$165M 14
CWM
5149
Chronos Wealth Management
Florida
$165M +$18M +12% 47
IRAG
5150
Investment Research & Advisory Group
Georgia
$165M +$12.5M +8% 193