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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
IFWM
2576
Institute for Wealth Management
Colorado
$524M +$47.9M +10% 13.9% 137% 474 10.97%
GA
2577
GRS Advisors
Illinois
$523M +$105M +25% 2.1% 41.1% 41 51.22%
IEFM
2578
IQ EQ Fund Management
Ireland
$521M +$33.8M +7% 8.46% 68.8% 254 13.78%
DS
2579
Dudley & Shanley
Florida
$521M +$77.4M +17% 9.27% 57% 38 18.42%
GCIA
2580
Gabelli & Co Investment Advisers
New York
$521M +$51.6M +11% 16% 233% 342 43.27%
ODIJL
2581
One Day In July LLC
Vermont
$521M +$35.8M +7% 4.71% 33.3% 97 16.49%
HCA
2582
Heck Capital Advisors
Wisconsin
$521M +$4.95M +1% 3.28% 59.4% 157 18.47%
GWI
2583
Grace & White Inc
New York
$521M +$15.6M +3% 8.07% 61.5% 142 9.15%
RB
2584
Rodgers Brothers
Pennsylvania
$521M +$23.2M +5% 1.43% 75.7% 215 12.09%
SAM
2585
Sectoral Asset Management
Quebec, Canada
$520M +$3.52M +0.7% 0.45% 166% 129 15.5%
RBCM
2586
Raub Brock Capital Management
California
$520M +$30.4M +6% 2.67% 56.3% 69 10.14%
VFM
2587
Viking Fund Management
North Dakota
$519M +$15.4M +3% 0.57% 104% 112 2.68%
NB
2588
Northwest Bancshares
Pennsylvania
$519M +$20.6M +4% 4.21% 61.3% 188 9.57%
FMP
2589
Financial Management Professionals
Texas
$518M +$29.6M +6% 4% 62.1% 1,204 22.09%
CC
2590
Cannell Capital
Wyoming
$517M +$21.1M +4% 8.62% 130% 95 12.63%
BBNA
2591
Bremer Bank National Association
Minnesota
$517M -$1.28M -0.2% 8.38% 37.4% 207 8.7%
CWA
2592
CM Wealth Advisors
Ohio
$517M +$321M +164% 6.25% 55.8% 435 88.97%
SAM
2593
Stansberry Asset Management
Texas
$516M +$31.7M +7% 4.23% 71% 112 18.75%
KIA
2594
Knollwood Investment Advisory
Maryland
$516M +$261M +102% 11.7% 117% 138 13.04%
FPIS
2595
Financial Planning & Information Services
Wisconsin
$516M +$44.1M +9% 3.5% 13% 89 11.24%
WWM
2596
Windsor Wealth Management
Indiana
$516M +$31.8M +7% 3.45% 37.3% 168 7.74%
WF
2597
WoodTrust Financial
Wisconsin
$515M +$31.4M +6% 6% 71.9% 157 14.65%
SCA
2598
Stillwater Capital Advisors
Pennsylvania
$515M +$41.1M +9% 10.3% 121% 72 12.5%
FEG
2599
Financial Enhancement Group
Indiana
$515M -$7.02M -1% 4.05% 57.5% 132 25.76%
CPH
2600
C Partners Holding
Switzerland
$514M +$4.46M +0.9% 9.7% 31.6% 18 5.56%