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
CWA
5301
Choice Wealth Advisors
Maine
$121M +$10.3M +9% 25
FLSMF
5302
Fundsmith Long/Short Master Fund
Cayman Islands
$121M -$1.19M -1% 29
RFP
5303
Roth Financial Partners
Texas
$121M +$19.9M +20% 24
EA
5304
Eclectic Associates
California
$121M +$15.3M +14% 63
CIM
5305
Courant Investment Management
Tennessee
$121M +$14.2M +13% 11
CCA
5306
Covey Capital Advisors
Georgia
$120M +$6.03M +5% 41
YMRC
5307
Yorktown Management & Research Company
Virginia
$120M +$9.28M +8% 284
CG
5308
Clarus Group
Texas
$120M +$4.31M +4% 112
CIG
5309
Cairn Investment Group
Washington
$120M +$14.4M +14% 73
SNBOSD
5310
Security National Bank of So Dak
Iowa
$120M +$7.29M +6% 96
AA
5311
Aufman Associates
Pennsylvania
$120M +$8.66M +8% 48
NCG
5312
Newport Capital Group
New Jersey
$120M +$3.99M +3% 61
EW
5313
Element Wealth
Mississippi
$120M +$12.3M +11% 170
RF
5314
RHS Financial
California
$120M +$3.3M +3% 79
SMG
5315
Smart Money Group
Texas
$120M +$1.02M +0.9% 64
LF
5316
LifeSteps Financial
California
$120M +$10.8M +10% 85
MIM
5317
Merrion Investment Management
New Jersey
$120M +$1.49M +1% 259
FPW
5318
Flagship Private Wealth
Massachusetts
$120M +$12.1M +11% 328
EL
5319
EQ LLC
Washington
$120M +$11.6M +11% 52
AWA
5320
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 146
HM
5321
Heronetta Management
New York
$120M -$461K -0.4% 25
BAM
5322
Beaumont Asset Management
Texas
$119M +$8.11M +7% 70
TBNY
5323
Trustco Bank (New York)
New York
$119M +$4.92M +4% 74
CIA
5324
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 531
DTC
5325
Davidson Trust Company
Washington
$119M +$2.67M +2% 124