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
GSWA
6976
Good Steward Wealth Advisors
Tennessee
$128M +$17.7M +16% 134
CAM
6977
Clio Asset Management
Virginia
$128M +$1.81M +1% 15
HGP
6978
Haven Global Partners
Georgia
$127M +$32M +34% 10
BRIA
6979
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 99
PHIC
6980
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 116
S
6981
Steadtrust
Texas
$127M 115
BC
6982
Barnett & Company
Tennessee
$127M +$7.48M +6% 86
DW
6983
Durante & Waters
New York
$127M +$8.09M +7% 32
CFP
6984
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 355
SA
6985
Seneschal Advisors
Washington
$127M +$10.3M +9% 39
FB
6986
Finward Bancorp
Indiana
$127M +$11.2M +10% 106
PWCM
6987
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 35
RE
6988
Rydar Equities
Texas
$127M 95
CBCM
6989
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 6
PPWM
6990
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 81
CWR
6991
Chico Wealth RIA
California
$126M +$11.2M +10% 33
GCM
6992
Generation Capital Management
New York
$126M +$15.3M +14% 87
BTC
6993
Bank & Trust Company
Illinois
$126M +$3.59M +3% 291
EB
6994
Exchange Bank
California
$126M +$2.38M +2% 121
BWLSA
6995
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 8
TCCP
6996
Tide Cove Capital Partners
California
$126M +$11.4M +10% 11
HA
6997
HFG Advisors
Ohio
$126M +$9.2M +8% 107
KOMWMG
6998
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 88
LAS
6999
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 54
EIM
7000
Emmett Investment Management
New York
$126M +$16.6M +15% 30