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
SRA
6326
Summit Rock Advisors
New York
$144M -$151M -51% 6
SAM
6327
Strive Asset Management
Ohio
$144M +$10.5M +8% 125
CCA
6328
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 76
CIA
6329
Christian Investment Advisors
Texas
$144M +$5.57M +4% 12
DEM
6330
Disciplined Equity Management
Florida
$144M -$10.5M -7% 61
TFG
6331
Taylor Financial Group
Virginia
$144M -$599K -0.4% 103
CWM
6332
Comprehensive Wealth Management
Washington
$144M +$10M +7% 35
FD
6333
Financial Designs
California
$144M -$8.21M -5% 22
PRRFG
6334
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 31
PWAM
6335
Papamarkou Wellner Asset Management
New York
$144M -$1.64M -1% 89
SWP
6336
Semus Wealth Partners
Florida
$144M -$7.49M -5% 124
GMFG
6337
Greater Midwest Financial Group
Minnesota
$143M -$14.5M -9% 60
OCA
6338
Otter Creek Advisors
Florida
$143M -$1.82M -1% 50
PWMG
6339
Pinnacle Wealth Management Group
Michigan
$143M -$17.2M -11% 126
SIM
6340
SummerHaven Investment Management
Connecticut
$143M -$18.9M -12% 198
IVLAV
6341
Index Venture Life Associates VI
Jersey
$143M -$23.8M -14% 2
AH
6342
Addis & Hill
Pennsylvania
$143M +$7.98M +6% 28
GC
6343
Gould Capital
Washington
$143M -$610K -0.4% 226
WF
6344
Williams Financial
Vermont
$143M -$17.5M -11% 26
SIA
6345
Stegner Investment Associates
Kentucky
$143M -$8.07M -5% 27
HIMS
6346
Hager Investment Management Services
New Hampshire
$143M -$17.2M -11% 321
HFS
6347
Hoge Financial Services
Pennsylvania
$143M +$6.46M +5% 63
TCM
6348
Thoma Capital Management
Maryland
$143M -$3.05M -2% 64
CNWM
6349
Clay Northam Wealth Management
California
$143M -$11.9M -8% 97
MSRI
6350
Michael S. Ryan Inc
New York
$143M -$3.97M -3% 52