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
EAM
6926
Eschler Asset Management
United Kingdom
$147M +$12.2M +9% 90
CBOR
6927
Community Bank of Raymore
Missouri
$147M +$2.55M +2% 76
SWM
6928
Sagace Wealth Management
Florida
$147M +$224K +0.2% 66
SDP
6929
Sentinel Dome Partners
California
$147M 30
OCM
6930
Octahedron Capital Management
California
$147M -$29M -16% 29
MWA
6931
Merkkuri Wealth Advisors
New York
$147M +$9.11M +7% 84
CCM
6932
Chicago Capital Management
Illinois
$147M +$35.2M +31% 51
TC
6933
Tsai Capital
New York
$147M +$3.52M +2% 25
PCU
6934
Palliser Capital (UK)
United Kingdom
$147M +$10.5M +8% 8
KFSN
6935
Keystone Financial Services (Nebraska)
Nebraska
$147M +$3.95M +3% 55
CFG
6936
Chapman Financial Group
Hawaii
$147M +$2.09M +1% 277
CAP
6937
Columbia Advisory Partners
Washington
$147M +$2.17M +2% 100
CWA
6938
CogentBlue Wealth Advisors
Tennessee
$147M -$2.21K -0% 82
CFG
6939
Certior Financial Group
Pennsylvania
$147M -$612K -0.4% 145
OC
6940
Oppenheimer & Close
New York
$147M -$1.3M -0.9% 60
KSCM
6941
Kamunting Street Capital Management
Florida
$147M +$12.2M +9% 24
RPGNY
6942
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 91
CFO
6943
Custos Family Office
Texas
$147M -$30.4M -17% 68
PW
6944
Paladin Wealth
Minnesota
$146M +$8.57M +6% 124
RSWA
6945
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 91
MFG
6946
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 128
AIG
6947
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 55
LWM
6948
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 46
EWA
6949
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 129
CFGW
6950
Chancellor Financial Group WB
Pennsylvania
$146M +$5.58M +4% 143