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
CP
5476
Creekside Partners
California
$237M +$9.59M +4% 183
P
5477
Pfizer
New York
$236M -$201M -46% 21
CSA
5478
Cottage Street Advisors
Massachusetts
$236M +$957K +0.4% 156
SI
5479
SimpliFi Inc
California
$236M +$2.67M +1% 47
SPA
5480
Shore Point Advisors
New Jersey
$236M +$10.2M +4% 77
HBT
5481
Heartland Bank & Trust
Illinois
$236M -$5.85M -2% 179
WF
5482
Wayfinding Financial
Washington
$236M +$3.94M +2% 166
OFA
5483
Onyx Financial Advisors
Idaho
$236M +$9.88M +4% 19
CSC
5484
Caldwell Sutter Capital
California
$236M +$1.75M +0.7% 914
SAM
5485
Silphium Asset Management
United Kingdom
$236M -$102M -30% 60
BWM
5486
Boyd Wealth Management
California
$236M +$3.58M +2% 50
WAM
5487
Worth Asset Management
Texas
$236M +$13.3M +6% 201
MPW
5488
Melone Private Wealth
Michigan
$236M +$15M +7% 60
PWS
5489
Physician Wealth Solutions
Nevada
$236M +$6.72M +3% 46
CCM
5490
Conway Capital Management
California
$236M -$2.6M -1% 52
M
5491
MYeCFO
California
$236M +$15.8M +7% 67
WA
5492
Win Advisors
Florida
$236M +$30.1M +15% 100
FAG
5493
Fortitude Advisory Group
Washington
$235M +$49.4M +27% 232
IGYL
5494
I.G.Y. Ltd
United Kingdom
$235M -$3.43M -1% 3
YP
5495
YANKCOM Partnership
South Dakota
$235M +$13.1M +6% 393
EF
5496
Exeter Financial
Arizona
$235M +$3.61M +2% 99
OWCM
5497
One Wealth Capital Management
Arizona
$235M +$12M +5% 142
BDL
5498
Banque de Luxembourg
Luxembourg
$235M +$41.4M +21% 91
MWA
5499
Motive Wealth Advisors
Michigan
$235M +$2.83M +1% 98
IAG
5500
Investmark Advisory Group
Connecticut
$235M +$4.2M +2% 138