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
CBT
6001
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 342
CWA
6002
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 60
FBC
6003
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 116
WAM
6004
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 243
CPP
6005
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 105
RB
6006
Robert Bosch
Germany
$177M +$14.5M +9% 2
PMIA
6007
Patrick Mauro Investment Advisor
Illinois
$177M -$6.26M -3% 43
PCM
6008
Ping Capital Management
New York
$177M +$26.7M +18% 81
AIM
6009
Avanda Investment Management
Singapore
$177M -$106M -37% 33
ES
6010
Enavate Sciences
California
$177M +$43.8M +33% 6
GFL
6011
Granite FO LLC
New Hampshire
$177M +$490K +0.3% 189
LIM
6012
Lagoda Investment Management
New York
$177M +$19.5M +12% 34
BWM
6013
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 121
TF
6014
Tudor Financial
Ohio
$176M +$9.96M +6% 144
PAW
6015
Plan A Wealth
Nebraska
$176M +$47.4M +37% 163
GPWM
6016
Grant Private Wealth Management
California
$176M +$83.7M +90% 151
CI
6017
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 10
BOJHT
6018
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 483
RWRC
6019
R.W. Roge & Company
New York
$176M -$6.48M -4% 57
RF
6020
RHS Financial
California
$176M -$2.27M -1% 152
PWP
6021
Pursue Wealth Partners
California
$176M +$11.7M +7% 129
EPIM
6022
Equinox Partners Investment Management
Connecticut
$176M +$13.3M +8% 9
CC
6023
Carlson Capital
Texas
$176M -$3.06M -2% 81
LWP
6024
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 58
S
6025
Sanofi
France
$176M +$9.8M +6% 10