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
CCAM
5701
Cascades Capital Asset Management
North Carolina
$188M +$5.98M +3% 112
KFA
5702
Kapstone Financial Advisors
Ohio
$187M +$22.5M +14% 119
CSIA
5703
Carl Stuart Investment Advisor
Texas
$187M +$9.54M +5% 20
MSWM
5704
Master's Wealth Management
Pennsylvania
$187M 40
LA
5705
Lindenwold Advisors
Pennsylvania
$187M -$11.2M -6% 122
PCP
5706
Perbak Capital Partners
United Kingdom
$187M +$44.8M +31% 68
WAM
5707
Worth Asset Management
Texas
$187M +$3.31M +2% 175
BCM
5708
Brookmont Capital Management
Texas
$187M -$7.37M -4% 56
WF
5709
Wayfinding Financial
Washington
$187M +$52.6M +39% 141
BGA
5710
Battery Global Advisors
Massachusetts
$187M +$3.05M +2% 135
QS
5711
Quantitative Strategies
California
$187M -$1.57M -0.8% 23
YP
5712
YANKCOM Partnership
South Dakota
$187M 266
OGC
5713
One68 Global Capital
New York
$187M 92
FU
5714
Fairfield University
Connecticut
$187M +$34M +22% 3
NA
5715
NVP Associates
California
$187M +$10.8M +6% 8
VOMP
5716
Vision One Management Partners
Florida
$187M +$39.8M +27% 11
TCM
5717
Tandem Capital Management
New Jersey
$187M -$3.11M -2% 119
CWMGP
5718
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$187M +$18M +11% 79
SPT
5719
Siemens Pension Trust
Germany
$187M -$80.3M -30% 1
PCM
5720
Presidio Capital Management
California
$187M +$30.3M +19% 74
NPI
5721
New Perspectives Inc
Mississippi
$187M -$1.18M -0.6% 37
PCMK
5722
Paragon Capital Management (Kansas)
Kansas
$187M -$6.7M -3% 61
SCM
5723
Semanteon Capital Management
Massachusetts
$186M +$39.5M +27% 339
MSFP
5724
Mark Sheptoff Financial Planning
Connecticut
$186M -$1.81M -1% 453
CIS
5725
Custom Index Systems
New York
$186M +$1.65M +0.9% 280