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
GSF
5551
Grove Street Fiduciary
New Hampshire
$207M +$10.1M +5% 76
FWM
5552
Fortress Wealth Management
California
$207M +$14.8M +8% 75
WA
5553
Win Advisors
Florida
$207M +$12.7M +7% 84
VIPI
5554
Vista Investment Partners II
Indiana
$207M +$26.5M +15% 143
CI
5555
Cordant Inc
Oregon
$207M +$15.2M +8% 115
MHWM
5556
Montz Harcus Wealth Management
Louisiana
$207M +$24.2M +13% 86
SWA
5557
Sightline Wealth Advisors
Connecticut
$207M +$17.4M +9% 93
FSA
5558
Financial Services Advisory
Maryland
$207M -$57.3M -22% 63
WI
5559
Whitebark Investors
Nevada
$207M +$16.4M +9% 9
BMCM
5560
Burns Matteson Capital Management
New York
$207M +$21.3M +11% 220
LAS
5561
Lloyd Advisory Services
Georgia
$207M +$7.87M +4% 122
SFCM
5562
Savoir Faire Capital Management
Connecticut
$207M +$92.7M +81% 48
RCM
5563
Rings Capital Management
Illinois
$207M +$10.5M +5% 8
DB
5564
Dravo Bay
Delaware
$207M +$18.1M +10% 48
SAM
5565
S.A. Mason
Michigan
$207M +$17.4M +9% 366
RA
5566
Rosalind Advisors
Ontario, Canada
$207M +$1.42M +0.7% 43
CSPIA
5567
Cary Street Partners Investment Advisory
Virginia
$207M +$33.2M +19% 617
AC
5568
Arrow Capital
Australia
$207M +$127M +158% 37
SIF
5569
State Insurance Fund
New York
$206M +$20.5M +11% 1
CFS
5570
Compass Financial Services
Iowa
$206M +$16M +8% 328
CIA
5571
Citadel Investment Advisory
Ohio
$206M +$2.67M +1% 84
SOAG
5572
Silver Oak Advisory Group
Oregon
$206M +$18.1M +10% 73
MCA
5573
Mendon Capital Advisors
Florida
$206M -$9.69M -4% 60
VAF
5574
Values Added Financial
District of Columbia
$206M +$25.9M +14% 126
HM
5575
Harvest Management
New York
$206M -$8.99M -4% 79