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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
SGK
2551
Steigerwald Gordon & Koch
Virginia
$1.01B +$34.7M +4% 8.38% 59.5% 786 3.56%
KCL
2552
KR Capital LP
New York
$1.01B +$510M +102% 41.4% 103 75.73%
CFP
2553
Catalyst Financial Partners
Massachusetts
$1.01B +$161M +19% 19.9% 98.6% 435 19.31%
GBT
2554
Grove Bank & Trust
Florida
$1.01B +$124M +14% 14.2% 71.8% 931 12.89%
OAM
2555
Occidental Asset Management
California
$1.01B +$163M +19% 17.7% 82.5% 347 23.63%
ES
2556
Eagle Strategies
New York
$1.01B +$169M +20% 16.1% 70.1% 282 11.7%
PAMG
2557
Patton Albertson Miller Group
Tennessee
$1B +$163M +19% 24.4% 109% 217 4.15%
MVIP
2558
Mar Vista Investment Partners
California
$1B +$5.09M +0.5% 14.3% 73.9% 36 11.11%
BDWCC
2559
B&D White Capital Company
Texas
$1B +$196M +24% 10.9% 38.1% 102 35.29%
SWM
2560
Sendero Wealth Management
Texas
$1B +$100M +11% 13.7% 86.3% 222 13.51%
BWP
2561
BlueStem Wealth Partners
Minnesota
$1B +$104M +12% 12.1% 143 24.48%
KL
2562
KIM LLC
Kansas
$1B +$27.4M +3% 26.9% 49.7% 69 4.35%
FAM
2563
Fulcrum Asset Management
United Kingdom
$1B +$341M +52% 22.1% 1,054 81.78%
AR
2564
Advisory Research
Illinois
$1B +$189M +23% 24.2% 144% 139 3.6%
HWM
2565
Hohimer Wealth Management
Washington
$1B +$155M +18% 15.3% 99.7% 424 16.98%
HFS
2566
Howard Financial Services
Texas
$1B +$113M +13% 12% 50.2% 279 23.66%
SSWM
2567
Sheets Smith Wealth Management
North Carolina
$1B +$112M +13% 14.2% 75.8% 424 11.08%
LOIM
2568
Liberty One Investment Management
Illinois
$1B +$30.3M +3% 5.07% 40.3% 159 6.29%
AWP
2569
Ascent Wealth Partners
New York
$1B +$140M +16% 20.5% 94.4% 204 9.8%
EFG
2570
Embree Financial Group
Illinois
$999M +$149M +18% 14.6% 304 17.43%
1WA
2571
180 Wealth Advisors
Washington
$997M +$118M +13% 22.1% 136% 515 12.62%
HWA
2572
HHM Wealth Advisors
Tennessee
$996M +$127M +15% 12.9% 62.3% 957 14.42%
LG
2573
Leuthold Group
Minnesota
$995M +$56.4M +6% 18.5% 126% 246 17.89%
NMC
2574
Nine Masts Capital
Hong Kong
$995M +$302M +44% 7.94% 88.1% 311 65.59%
RBC
2575
Romano Brothers & Co
Illinois
$994M +$114M +13% 23.6% 101% 335 5.97%