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
CWP
6126
Core Wealth Partners
California
$108M +$8.67M +9% 112
MSRI
6127
Michael S. Ryan Inc
New York
$108M 53
SWA
6128
Safir Wealth Advisors
New Hampshire
$108M +$6.78M +7% 17
CS
6129
Capital Square
Tennessee
$108M +$921 +0% 158
RAM
6130
RK Asset Management
Michigan
$108M +$7M +7% 21
CMS
6131
Capital Market Strategies
Florida
$108M +$51.7M +92% 143
CMF
6132
Counterpoint Mutual Funds
California
$108M -$6.1M -5% 516
CAM
6133
Clio Asset Management
Virginia
$108M 11
SWMP
6134
Signature Wealth Management Partners
New Jersey
$108M +$134K +0.1% 112
SICM
6135
Sustainable Insight Capital Management
New York
$108M +$8.3M +8% 95
WFAG
6136
Worth Financial Advisory Group
North Carolina
$108M +$3.11M +3% 127
SMWM
6137
Silvia McColl Wealth Management
California
$108M +$6.87M +7% 108
KGC
6138
Kennon-Green & Company
Ohio
$108M +$1.91M +2% 45
MIM
6139
Meixler Investment Management
Arizona
$107M +$4.96M +5% 92
LG
6140
LAM Group
Oregon
$107M +$5.45M +5% 117
SIS
6141
Susquehanna International Securities
Ireland
$107M -$55.3M -34% 53
GBWM
6142
Granite Bay Wealth Management
New Hampshire
$107M -$35.7M -25% 80
BOM
6143
Bank of Marin
California
$107M +$2.68M +3% 127
MWM
6144
Magnolia Wealth Management
Alabama
$107M +$8.09M +8% 11
SFB
6145
STAR Financial Bank
Indiana
$107M +$4.35M +4% 97
OCM
6146
Once Capital Management
New York
$107M +$13.1M +14% 24
SIRP
6147
Shelter Insurance Retirement Plan
Missouri
$107M -$4.19M -4% 8
SC
6148
Schubert & Co
Texas
$107M -$5.38M -5% 1,673
MFG
6149
Mainsail Financial Group
Washington
$107M +$3.68M +4% 46
CC
6150
Copperleaf Capital
North Carolina
$107M +$6.08M +6% 85